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Lord Abbett Inv Tr Short Duration Income Fund Cl R2: (MF: LDLQX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$3.87 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.79 | 74 |
| 3 months | 1.41 | 66 |
| 6 months | 2.57 | 43 |
| 1 Year | 6.32 | 81 |
| 3 Year | 3.29 | 48 |
| 5 Year | 2.46 | 45 |
| 10 Year | 1.91 | 53 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.48 |
| 5 Year | 2.89 |
| 10 Year | 1.90 |
| Since Inception | 2.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.39 | NA | NA | NA |
| 2024 | 0.84 | 1.15 | 2.46 | 0.36 |
| 2023 | 1.47 | -0.26 | 0.81 | 2.69 |
| 2022 | -2.88 | -1.88 | -1.56 | 1.16 |
| 2021 | 0.51 | 0.50 | -0.01 | -0.26 |
| 2020 | -5.26 | 5.52 | 1.08 | 1.50 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.79 | 4.90 | 4.77 | -5.11 | 0.73 | 2.57 | 4.98 | 0.82 | 1.59 | 3.60 | -0.25 |
| % Total Return Rel to Index | -1.38 | 3.64 | -0.75 | 7.90 | 2.28 | -4.93 | -3.74 | 0.81 | -1.94 | 0.94 | -0.83 |
| % Total Return Rel to Peer | -0.53 | 1.03 | -1.62 | 4.40 | 0.06 | -3.36 | -2.99 | 1.96 | -2.41 | -1.53 | 1.72 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 2.00 | 5.00 | 4.00 | 2.00 | 5.00 | 3.00 | 3.00 |
| % Dividends | 0.05 | 0.17 | 0.15 | 0.10 | 0.08 | 0.10 | 0.13 | 0.14 | 0.12 | 0.15 | 0.13 |
| % Yield | 1.48 | 4.41 | 4.46 | 2.74 | 1.90 | 2.44 | 3.10 | 3.39 | 2.94 | 3.47 | 3.16 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 1.00 | 0.99 | 0.99 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%