LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX)

Basic Info 3.85 0(0.0%)

LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 started on 07/23/2009
LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 is classified as asset class Short-Term Bond
LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 expense ratio is 0.31%
LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 rating is
(18%)

LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) Dividend Info

LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) dividend growth in the last 12 months is 42.01%

The trailing 12-month yield of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 is 4.43%. its dividend history:

DateDividend
04/30/2024 0.0149
03/28/2024 0.0151
02/29/2024 0.014
01/31/2024 0.015
12/29/2023 0.0142
11/30/2023 0.0145
10/31/2023 0.0142
09/29/2023 0.014
08/31/2023 0.014
07/31/2023 0.0135
06/30/2023 0.0137
05/31/2023 0.0136
04/28/2023 0.0134
03/31/2023 0.0131
02/28/2023 0.0118
01/31/2023 0.0123
11/30/2022 0.0117
10/31/2022 0.0112
09/30/2022 0.0104
08/31/2022 0.0104
07/29/2022 0.009
06/30/2022 0.0087
05/31/2022 0.0082
04/29/2022 0.0081
03/31/2022 0.0077
02/28/2022 0.0073
01/31/2022 0.0068
12/31/2021 0.0065
11/30/2021 0.0067
10/29/2021 0.006
09/30/2021 0.0066
08/31/2021 0.0068
07/30/2021 0.007
06/30/2021 0.0072
05/28/2021 0.007
04/30/2021 0.0078
03/31/2021 0.0075
02/26/2021 0.008
01/29/2021 0.008
12/31/2020 0.008
11/30/2020 0.008
10/30/2020 0.008
09/30/2020 0.008
08/31/2020 0.009
07/31/2020 0.009
06/30/2020 0.01
05/29/2020 0.009
04/30/2020 0.01
03/31/2020 0.01
02/28/2020 0.01
01/31/2020 0.01
12/31/2019 0.01
11/29/2019 0.011
10/31/2019 0.011
09/30/2019 0.012
08/30/2019 0.011
07/31/2019 0.012
06/28/2019 0.012
05/31/2019 0.012
04/30/2019 0.012
03/29/2019 0.012
02/28/2019 0.012
01/31/2019 0.012
12/31/2018 0.0124
11/30/2018 0.0126
10/31/2018 0.0122
09/28/2018 0.0129
08/31/2018 0.0129
07/31/2018 0.012
06/29/2018 0.013
05/31/2018 0.012
04/30/2018 0.013
03/29/2018 0.012
02/28/2018 0.012
01/31/2018 0.012
12/29/2017 0.012
11/30/2017 0.012
10/31/2017 0.011
09/29/2017 0.012
08/31/2017 0.012
07/31/2017 0.012
06/30/2017 0.012
05/31/2017 0.012
04/28/2017 0.013
03/31/2017 0.012
02/28/2017 0.013
01/31/2017 0.013
12/30/2016 0.013
11/30/2016 0.013
10/31/2016 0.013
08/31/2016 0.014
07/29/2016 0.013
06/30/2016 0.014
05/31/2016 0.013
04/29/2016 0.014
03/31/2016 0.013
02/29/2016 0.014
01/29/2016 0.014
12/31/2015 0.013
11/30/2015 0.013
10/30/2015 0.013
09/30/2015 0.013
08/31/2015 0.013
07/31/2015 0.013
06/30/2015 0.013
05/29/2015 0.013
04/30/2015 0.014
03/31/2015 0.014
02/27/2015 0.013
01/30/2015 0.013
12/31/2014 0.013
11/28/2014 0.013
10/31/2014 0.013
09/30/2014 0.013
08/29/2014 0.014
07/31/2014 0.013
06/30/2014 0.013
05/30/2014 0.013
04/30/2014 0.013
03/31/2014 0.013
02/28/2014 0.013
01/31/2014 0.013
12/31/2013 0.012
12/18/2013 0.006
11/29/2013 0.013
10/31/2013 0.013
09/30/2013 0.013
08/30/2013 0.013
07/31/2013 0.013
06/28/2013 0.013
05/31/2013 0.013
04/30/2013 0.013
03/28/2013 0.013
02/28/2013 0.013
01/31/2013 0.013
12/31/2012 0.013
12/18/2012 0.001
11/30/2012 0.013
10/31/2012 0.014
09/28/2012 0.014
08/31/2012 0.014
07/31/2012 0.014
06/29/2012 0.014
05/31/2012 0.014
04/30/2012 0.015
03/30/2012 0.015
02/29/2012 0.016
01/31/2012 0.016
12/30/2011 0.016
11/30/2011 0.016
10/31/2011 0.016
09/30/2011 0.016
08/31/2011 0.016
07/29/2011 0.016
06/30/2011 0.016
05/31/2011 0.015
04/29/2011 0.015
03/31/2011 0.015
02/28/2011 0.016
01/31/2011 0.015
12/31/2010 0.016
12/17/2010 0.025
11/30/2010 0.015
10/29/2010 0.016
09/30/2010 0.016
08/31/2010 0.015
07/30/2010 0.015
06/30/2010 0.015
05/28/2010 0.015
03/31/2010 0.016

Dividend Growth History for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.1623 4.23% 63.12% -
2022 $0.0995 2.39% 16.92% 63.12%
2021 $0.0851 2.02% -21.93% 38.10%
2020 $0.109 2.58% -21.58% 14.19%
2019 $0.139 3.35% -6.71% 3.95%
2018 $0.149 3.51% 2.05% 1.72%
2017 $0.146 3.39% -1.35% 1.78%
2016 $0.148 3.43% -6.33% 1.33%
2015 $0.158 3.54% 0.64% 0.34%
2014 $0.157 3.44% -2.48% 0.37%
2013 $0.161 3.45% -6.94% 0.08%
2012 $0.173 3.80% -7.98% -0.58%
2011 $0.188 4.08% 14.63% -1.22%
2010 $0.164 3.60% - -0.08%

Dividend Growth Chart for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX)

LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) Historical Returns And Risk Info

From 07/23/2009 to 05/20/2024, the compound annualized total return (dividend reinvested) of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 2.328%. Its cumulative total return (dividend reinvested) is 40.544%.

From 07/23/2009 to 05/20/2024, the Maximum Drawdown of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 9.6%.

From 07/23/2009 to 05/20/2024, the Sharpe Ratio of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 0.67.

From 07/23/2009 to 05/20/2024, the Annualized Standard Deviation of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 2.3%.

From 07/23/2009 to 05/20/2024, the Beta of LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 0.76.

Last 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(%) 0.3 1.3 4.6 0.2 1.3 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 -0.1 0.27 -0.75 -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 0.8 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 0.0 0.01 -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 0.73 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
RSquare NA 0.56 0.54 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

Return Calculator for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX)

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LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) Historical Return Chart

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LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/23/2009 to 05/20/2024, the worst annualized return of 3-year rolling returns for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is -0.94%.
From 07/23/2009 to 05/20/2024, the worst annualized return of 5-year rolling returns for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 0.53%.
From 07/23/2009 to 05/20/2024, the worst annualized return of 10-year rolling returns for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is 1.16%.
From 07/23/2009 to 05/20/2024, the worst annualized return of 20-year rolling returns for LORD ABBETT SHORT DURATION INCOME FUND CLASS R3 (LDLRX) is NA.

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