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LDLRX: LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (MUTUAL FUND)
Basic Info 3.84 0(0.0%) May 14
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (18%) |
Start Date: | 07/23/2009 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 4.41% |
Expenses | 0.31% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/23/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.0 | 4.0 | 0.1 | 1.2 | 1.5 | 2.3 | 4.9 | -5.3 | 0.8 | 2.7 | 4.9 | 1.2 | 2.0 | 3.2 | 0.4 | 1.2 | 1.6 | 6.1 | 2.8 | 5.0 | 2.2 |
Sharpe Ratio | NA | -0.3 | -0.02 | -0.77 | -0.1 | 0.19 | 0.67 | 0.19 | -2.17 | 0.67 | 0.58 | 1.79 | -0.08 | 0.83 | 1.6 | 0.19 | 0.73 | 0.82 | 3.18 | 1.08 | 2.24 | 2.44 |
Draw Down(%) | NA | 0.8 | 1.2 | 7.3 | 9.6 | 9.6 | 9.6 | 1.5 | 6.9 | 0.7 | 9.6 | 0.5 | 0.6 | 0.7 | 0.9 | 1.4 | 1.1 | 1.9 | 0.7 | 2.1 | 1.2 | 0.7 |
Standard Deviation(%) | NA | 2.7 | 2.8 | 2.8 | 3.0 | 2.5 | 2.3 | 3.3 | 3.1 | 1.2 | 4.2 | 1.9 | 1.6 | 1.7 | 1.9 | 1.9 | 1.7 | 1.8 | 1.9 | 2.6 | 2.2 | 2.1 |
Treynor Ratio | NA | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.01 | -0.1 | 0.02 | 0.02 | 0.05 | 0.0 | 0.02 | 0.05 | 0.01 | 0.02 | 0.02 | 0.07 | 0.03 | 0.06 | 0.09 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.74 | 0.66 | 0.69 | 0.78 | 0.75 | 0.76 | 0.72 | 0.67 | 0.36 | 1.19 | 0.67 | 0.6 | 0.71 | 0.64 | 0.55 | 0.71 | 0.74 | 0.9 | 1.08 | 0.77 | 0.57 |
RSquared | NA | 0.56 | 0.55 | 0.6 | 0.58 | 0.5 | 0.47 | 0.63 | 0.64 | 0.17 | 0.69 | 0.37 | 0.26 | 0.3 | 0.31 | 0.23 | 0.32 | 0.29 | 0.33 | 0.42 | 0.49 | 0.38 |
Yield(%) | N/A | 1.3 | 4.4 | 3.0 | 2.9 | 3.0 | N/A | 3.1 | 2.6 | 2.8 | 2.8 | 2.9 | 2.8 | 2.8 | 2.5 | 2.7 | 2.6 | 2.8 | 3.5 | 5.2 | 4.4 | 0.0 |
Dividend Growth(%) | N/A | -58.3 | 42.0 | -1.2 | -19.6 | N/A | N/A | 9.1 | -8.3 | 0.0 | 0.0 | 0.0 | 0.0 | 9.1 | -8.3 | 0.0 | -7.7 | -18.8 | -33.3 | 20.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2009
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