Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYMQX (Lord Abbett Short Duration High Yield Mu) | 0.17% | 1.80% | 2.73% | 1.59% | NA | NA | NA | 2.31% |
Data as of 08/01/2025, AR inception is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYMQX (Lord Abbett Short Duration High Yield Mu) | 04/05/2017 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 1.80 | 2.73 | 1.59 | NA | NA | NA | 2.31 | 0.17 | 5.42 | 4.50 | -9.04 | 4.18 | 2.41 | 7.32 | 2.38 | 2.05 |
| Sharpe Ratio | NA | -0.35 | -0.16 | -0.17 | NA | NA | NA | 0.15 | -0.84 | 0.85 | 0.33 | -3.16 | 2.97 | 0.32 | 4.47 | 0.86 | 1.98 |
| Standard Deviation(%) | NA | 3.51 | 2.90 | 2.66 | NA | NA | NA | 3.16 | 4.17 | 2.13 | 2.60 | 3.33 | 1.40 | 6.65 | 1.31 | 1.16 | 1.04 |
| Draw Down(%) | NA | 3.34 | 5.67 | 12.57 | NA | NA | NA | 12.84 | 3.34 | 1.32 | 2.87 | 12.36 | 1.57 | 12.84 | 0.83 | 0.86 | 0.83 |
| Yield(%) | 0.00 | 3.19 | 3.61 | 3.02 | 2.43 | 1.62 | 1.21 | 3.04 | 1.43 | 4.25 | 4.02 | 2.67 | 2.03 | 2.86 | 3.19 | 3.00 | 0.99 |
Data as of 08/01/2025, AR inception is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMQX (Lord Abbett Short Duration High Yield Mu) |
-1.78%
Oct 2019 - Oct 2022 |
0.68%
Oct 2017 - Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMQX (Lord Abbett Short Duration High Yield Mu) |
4.90%
Jul 2018 - Jul 2021 |
2.84%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart