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Lord Abbett Inv Tr Short Duration Income Fund Cl R3: (MF: LDLRX)
(NASDAQ Mutual Funds) As of May 22, 2025 08:00 PM ET
$3.87 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.82 | 73 |
| 3 months | 1.43 | 64 |
| 6 months | 2.62 | 40 |
| 1 Year | 6.15 | 83 |
| 3 Year | 3.30 | 47 |
| 5 Year | 2.57 | 44 |
| 10 Year | 2.01 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.59 |
| 5 Year | 2.99 |
| 10 Year | 1.98 |
| Since Inception | 2.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.42 | NA | NA | NA |
| 2024 | 0.87 | 1.18 | 2.74 | 0.14 |
| 2023 | 1.49 | -0.24 | 0.83 | 2.72 |
| 2022 | -2.61 | -2.10 | -1.29 | 0.93 |
| 2021 | 0.54 | 0.52 | 0.01 | -0.23 |
| 2020 | -5.23 | 5.54 | 1.35 | 1.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.82 | 5.01 | 4.87 | -5.02 | 0.84 | 2.67 | 4.83 | 1.17 | 1.69 | 3.47 | 0.07 |
| % Total Return Rel to Index | -1.35 | 3.75 | -0.65 | 8.00 | 2.39 | -4.82 | -3.88 | 1.15 | -1.85 | 0.81 | -0.50 |
| % Total Return Rel to Peer | -0.50 | 1.14 | -1.52 | 4.50 | 0.17 | -3.25 | -3.14 | 2.31 | -2.31 | -1.66 | 2.05 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 2.00 | 5.00 | 4.00 | 1.00 | 5.00 | 3.00 | 2.00 |
| % Dividends | 0.06 | 0.17 | 0.16 | 0.11 | 0.08 | 0.10 | 0.13 | 0.14 | 0.13 | 0.15 | 0.14 |
| % Yield | 1.51 | 4.52 | 4.56 | 2.84 | 2.00 | 2.53 | 3.20 | 3.49 | 3.03 | 3.57 | 3.25 |
| Capital Gains ($) | 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 | 0.88 | 0.89 | 0.88 | 0.88 | 0.89 | 0.90 | 0.89 | 0.89 | 0.89 | 0.90 |
* 1 = Top 20%, 5 = Bottom 20%