Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDHAX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) | 1.34% | 5.45% | 4.55% | 1.20% | 2.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDHAX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) | 06/03/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 5.45 | 4.55 | 1.20 | 2.28 | NA | NA | … | … | 1.34 | 4.28 | 5.16 | 4.20 | -9.29 | 4.08 | 2.15 | 7.05 | 2.11 | 5.30 | -0.22 | 2.76 |
| Sharpe Ratio | NA | 1.42 | 0.56 | -0.49 | 0.22 | NA | NA | … | … | 0.30 | 0.41 | 0.73 | 0.22 | -3.23 | 2.94 | 0.28 | 4.19 | 0.63 | 3.53 | -0.25 | 4.04 |
| Standard Deviation(%) | NA | 2.01 | 2.72 | 2.71 | 2.99 | NA | NA | … | … | 2.14 | 3.40 | 2.10 | 2.55 | 3.33 | 1.38 | 6.67 | 1.33 | 1.15 | 1.32 | 1.70 | 1.17 |
| Draw Down(%) | NA | 2.08 | 3.36 | 12.92 | 12.92 | NA | NA | … | … | 2.08 | 3.36 | 1.32 | 2.92 | 12.61 | 1.59 | 12.91 | 0.89 | 0.88 | 0.88 | 4.53 | 0.61 |
| Yield(%) | 0.00 | 3.86 | 3.96 | 3.04 | 2.90 | 2.15 | 1.62 | … | … | 1.40 | 4.09 | 4.00 | 3.74 | 2.42 | 1.94 | 2.62 | 2.93 | 2.74 | 2.76 | 2.60 | 1.47 |
Data as of 06/03/2026, Common starting date is 06/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDHAX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
-2.00%
Oct 2019 – Oct 2022 |
0.44%
Oct 2017 – Oct 2022 |
2.26%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDHAX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
5.46%
Oct 2022 – Oct 2025 |
4.12%
Dec 2016 – Dec 2021 |
2.47%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart