Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LUBAX (Lord Abbett Ultra Short Bond Fund Cl A) | 1.29% | 4.15% | 5.25% | 3.48% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUBAX (Lord Abbett Ultra Short Bond Fund Cl A) | 10/28/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.15 | 5.25 | 3.48 | NA | NA | NA | … | … | 1.29 | 4.83 | 6.00 | 5.82 | -0.23 | -0.09 | 1.13 | 2.84 | 1.93 | 0.65 | -0.10 |
| Sharpe Ratio | NA | 1.10 | 1.33 | 0.70 | NA | NA | NA | … | … | 0.38 | 1.34 | 1.52 | 1.37 | -1.60 | -0.37 | 0.81 | 1.77 | 0.91 | -0.02 | -2.17 |
| Standard Deviation(%) | NA | 1.36 | 1.50 | 1.35 | NA | NA | NA | … | … | 1.37 | 1.45 | 1.56 | 1.59 | 1.04 | 0.32 | 1.08 | 0.77 | 0.61 | 0.33 | 0.42 |
| Draw Down(%) | NA | 0.40 | 0.40 | 1.75 | NA | NA | NA | … | … | 0.40 | 0.30 | 0.20 | 0.30 | 1.48 | 0.33 | 2.49 | 0.10 | 0.10 | 0.10 | 0.10 |
| Yield(%) | 0.33 | 4.26 | 4.70 | 3.46 | 2.35 | 1.57 | 1.17 | … | … | 1.67 | 4.51 | 5.04 | 4.36 | 1.59 | 0.40 | 1.02 | 2.41 | 2.11 | 0.45 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUBAX (Lord Abbett Ultra Short Bond Fund Cl A) |
0.03%
Oct 2019 – Oct 2022 |
0.95%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUBAX (Lord Abbett Ultra Short Bond Fund Cl A) |
5.66%
Oct 2022 – Oct 2025 |
3.50%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
