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Lord Abbett Short Duration Income Class F3: (MF: LOLDX)
(NASDAQ Mutual Funds) As of Aug 22, 2025 08:00 PM ET
$3.90 USD
+0.01 (0.26%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.44 | 67 |
| 3 months | 1.12 | 50 |
| 6 months | 2.99 | 52 |
| 1 Year | 5.72 | 29 |
| 3 Year | 4.44 | 39 |
| 5 Year | 2.62 | 34 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 6.53 |
| 5 Year | 2.73 |
| 10 Year | NA |
| Since Inception | 2.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.56 | 1.64 | NA | NA |
| 2024 | 1.01 | 1.32 | 2.89 | 0.28 |
| 2023 | 1.63 | -0.10 | 0.98 | 2.87 |
| 2022 | -2.48 | -1.96 | -1.14 | 1.05 |
| 2021 | 0.44 | 0.66 | 0.15 | -0.29 |
| 2020 | -5.32 | 5.39 | 1.50 | 1.67 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.44 | 5.62 | 5.47 | -4.50 | 0.96 | 2.97 | 5.65 | 1.71 |
| % Total Return Rel to Index | -0.30 | 4.35 | -0.05 | 8.51 | 2.51 | -4.53 | -3.07 | 1.70 |
| % Total Return Rel to Peer | -0.40 | 1.75 | -0.91 | 5.02 | 0.29 | -2.96 | -2.32 | 2.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.12 | 0.20 | 0.18 | 0.13 | 0.10 | 0.12 | 0.16 | 0.17 |
| % Yield | 2.95 | 4.93 | 5.03 | 3.29 | 2.28 | 2.72 | 3.61 | 3.90 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.31 | 0.31 | 0.31 | 0.31 | 0.33 | 0.34 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%