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LLDYX: LORD ABBETT SHORT DURATION INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 3.83 0.01(0.26%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 11/02/2004 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.16% |
| Expenses | 0.98% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/02/2004 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | 0.1 | 3.7 | 5.1 | 2.4 | 2.8 | 2.8 | 2.8 | 2.5 | 6.2 | 5.6 | 5.4 | -4.8 | 1.1 | 3.2 | 5.6 | 1.5 | 2.7 | 4.0 | 0.9 | 1.7 | 1.8 | 6.9 | 3.3 | 4.2 | 11.0 | -5.8 | 1.6 | -0.5 | 0.6 | -0.2 |
| Sharpe Ratio | NA | -0.95 | 0.45 | 0.68 | -0.05 | 0.42 | NA | NA | 0.48 | 1.21 | 0.76 | 0.53 | -2.11 | 0.71 | 0.71 | 2.02 | 0.05 | 1.23 | 1.98 | 0.42 | 0.92 | 0.96 | 3.66 | 1.31 | 1.99 | 3.28 | -1.17 | -0.68 | -1.87 | -0.73 | -1.35 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.3 | 6.9 | 9.7 | NA | NA | 12.5 | 1.0 | 0.8 | 1.3 | 6.5 | 0.6 | 9.7 | 0.5 | 0.6 | 0.5 | 0.7 | 1.3 | 1.1 | 1.8 | 0.7 | 2.0 | 1.2 | 1.9 | 12.5 | 1.6 | 2.1 | 1.3 | 0.7 |
| Standard Deviation(%) | NA | 2.4 | 2.4 | 2.7 | 2.8 | 2.6 | NA | NA | 2.7 | 2.7 | 2.6 | 3.3 | 3.0 | 1.5 | 4.1 | 2.1 | 1.8 | 1.7 | 1.9 | 2.0 | 1.9 | 1.9 | 1.9 | 2.5 | 2.0 | 3.3 | 5.7 | 2.2 | 2.1 | 2.3 | 2.2 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.03 | 0.0 | 0.01 | NA | NA | 0.02 | 0.04 | 0.03 | 0.02 | -0.1 | 0.02 | 0.02 | 0.05 | 0.0 | 0.03 | 0.06 | 0.01 | 0.02 | 0.02 | 0.08 | 0.03 | 0.06 | 0.21 | -0.14 | -0.03 | -0.09 | -0.03 | -0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 |
| Beta | NA | 0.65 | 0.73 | 0.72 | 0.7 | 0.76 | NA | NA | 0.69 | 0.8 | 0.7 | 0.74 | 0.64 | 0.52 | 1.17 | 0.79 | 0.8 | 0.66 | 0.61 | 0.61 | 0.76 | 0.74 | 0.9 | 1.11 | 0.67 | 0.53 | 0.49 | 0.53 | 0.46 | 0.66 | 0.55 |
| RSquared | NA | 0.46 | 0.5 | 0.53 | 0.58 | 0.53 | NA | NA | 0.35 | 0.56 | 0.54 | 0.63 | 0.63 | 0.23 | 0.69 | 0.44 | 0.36 | 0.26 | 0.28 | 0.26 | 0.3 | 0.29 | 0.35 | 0.47 | 0.42 | 0.2 | 0.12 | 0.34 | 0.16 | 0.2 | 0.19 |
| Yield(%) | N/A | 1.6 | 4.7 | 5.0 | 3.8 | 3.6 | 3.6 | 3.2 | N/A | 5.2 | 5.2 | 4.7 | 2.9 | 1.6 | 3.0 | 3.9 | 4.0 | 3.8 | 4.1 | 4.0 | 3.9 | 3.9 | 4.3 | 4.6 | 2.8 | 0.0 | 0.0 | 0.0 | 0.0 | 3.3 | 0.5 |
| Dividend Growth(%) | N/A | -68.3 | -10.0 | 73.0 | 7.4 | 35.8 | N/A | N/A | N/A | 0.8 | 10.4 | 49.7 | 74.5 | -45.8 | -19.8 | -6.7 | 3.8 | -7.3 | -0.6 | 0.0 | -2.2 | -7.1 | -6.6 | 64.8 | N/A | N/A | N/A | N/A | -100.0 | 630.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2004
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