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Lord Abbett Short Duration Tax Free Fund Class I: (MF: LISDX)
(NASDAQ Mutual Funds) As of Oct 16, 2025 05:35 PM ET
$15.21 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.24 | 24 |
| 3 months | 1.62 | 84 |
| 6 months | 2.54 | 41 |
| 1 Year | 3.09 | 14 |
| 3 Year | 3.81 | 81 |
| 5 Year | 1.39 | 37 |
| 10 Year | 1.50 | 76 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 34.74 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 3.08 |
| 5 Year | 1.38 |
| 10 Year | 1.50 |
| Since Inception | 1.86 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.67 | 0.91 | 1.62 | NA |
| 2024 | 0.47 | 0.71 | 2.03 | -0.15 |
| 2023 | 1.12 | 0.07 | -0.36 | 2.53 |
| 2022 | -3.35 | -0.93 | -1.40 | 1.66 |
| 2021 | 0.05 | 0.65 | -0.19 | -0.02 |
| 2020 | -1.61 | 1.70 | 1.01 | 0.95 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.24 | 3.09 | 3.40 | -4.03 | 0.47 | 2.04 | 4.25 | 1.29 | 1.79 | -0.46 | 0.81 |
| % Total Return Rel to Index | 0.59 | 2.15 | -2.99 | 4.49 | -1.04 | -3.15 | -3.31 | 0.01 | -3.65 | -0.70 | -2.48 |
| % Total Return Rel to Peer | 1.13 | 0.22 | -2.23 | 5.00 | -1.79 | -1.82 | -2.30 | 0.35 | -2.67 | -0.36 | -1.00 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 4.00 | 5.00 | 5.00 | 2.00 | 5.00 | 4.00 | 5.00 |
| % Dividends | 0.34 | 0.45 | 0.39 | 0.22 | 0.15 | 0.23 | 0.31 | 0.26 | 0.18 | 0.19 | 0.17 |
| % Yield | 2.12 | 2.88 | 2.88 | 1.39 | 0.93 | 1.36 | 1.87 | 1.64 | 1.13 | 1.22 | 1.06 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%