Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUBVX (Lord Abbett Ultra Short Bond Fund Cl R5) | 1.72% | 4.12% | 4.93% | 2.78% | NA | NA | NA | 2.58% |
Data as of 08/01/2025, AR inception is 10/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUBVX (Lord Abbett Ultra Short Bond Fund Cl R5) | 10/28/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.12 | 4.93 | 2.78 | NA | NA | NA | 2.58 | 1.72 | 6.16 | 5.97 | -0.09 | 0.06 | 1.28 | 3.01 | 2.13 | 0.72 | -0.10 |
| Sharpe Ratio | NA | 1.04 | 1.08 | 0.58 | NA | NA | NA | 0.70 | 0.04 | 1.61 | 1.46 | -1.39 | 0.10 | 0.95 | 2.01 | 1.06 | 0.18 | -2.17 |
| Standard Deviation(%) | NA | 1.45 | 1.48 | 1.22 | NA | NA | NA | 1.06 | 1.22 | 1.58 | 1.60 | 1.10 | 0.39 | 1.08 | 0.76 | 0.70 | 0.36 | 0.42 |
| Draw Down(%) | NA | 0.40 | 0.51 | 1.60 | NA | NA | NA | 2.49 | 0.40 | 0.20 | 0.30 | 1.38 | 0.27 | 2.49 | 0.10 | 0.10 | 0.10 | 0.10 |
| Yield(%) | 0.00 | 3.73 | 4.18 | 2.74 | 2.01 | 1.34 | 1.00 | 2.51 | 1.61 | 5.19 | 4.51 | 1.74 | 0.57 | 1.17 | 2.57 | 2.30 | 0.52 | 0.00 |
Data as of 08/01/2025, AR inception is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUBVX (Lord Abbett Ultra Short Bond Fund Cl R5) |
0.18%
Oct 2019 - Oct 2022 |
1.11%
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 |
|---|---|---|---|---|
| LUBVX (Lord Abbett Ultra Short Bond Fund Cl R5) |
5.01%
Jun 2022 - Jun 2025 |
3.16%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart