Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDHIX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 1.49% | 5.44% | 4.78% | 1.39% | 2.49% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDHIX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 06/03/2015 | 06/05/2026 |
| 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 (%) | 0.14 | 5.44 | 4.78 | 1.39 | 2.49 | NA | NA | … | … | 1.49 | 4.50 | 5.37 | 4.41 | -9.10 | 4.29 | 2.37 | 7.26 | 2.32 | 5.50 | -0.01 | 2.87 |
| Sharpe Ratio | NA | 1.50 | 0.64 | -0.41 | 0.28 | NA | NA | … | … | 0.37 | 0.47 | 0.82 | 0.29 | -3.17 | 3.06 | 0.32 | 4.29 | 0.79 | 3.83 | -0.13 | 4.34 |
| Standard Deviation(%) | NA | 2.05 | 2.75 | 2.74 | 3.01 | NA | NA | … | … | 2.18 | 3.42 | 2.13 | 2.62 | 3.34 | 1.39 | 6.70 | 1.35 | 1.19 | 1.27 | 1.75 | 1.14 |
| Draw Down(%) | NA | 2.08 | 3.34 | 12.71 | 12.84 | NA | NA | … | … | 2.08 | 3.34 | 1.32 | 2.89 | 12.41 | 1.62 | 12.84 | 0.89 | 0.87 | 0.84 | 4.54 | 0.53 |
| Yield(%) | 0.00 | 4.06 | 4.16 | 3.22 | 3.09 | 2.30 | 1.72 | … | … | 1.47 | 4.31 | 4.21 | 3.94 | 2.60 | 2.14 | 2.82 | 3.13 | 2.94 | 2.95 | 2.81 | 1.58 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SDHIX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
-1.78%
Oct 2019 – Oct 2022 |
0.65%
Oct 2017 – Oct 2022 |
2.47%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDHIX (LORD ABBETT SHORT DURATION HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
5.65%
Oct 2022 – Oct 2025 |
4.33%
Dec 2016 – Dec 2021 |
2.68%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart