LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX)

Basic Info 15 0.01(0.07%)
May 20

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A started on 12/15/2008
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A is classified as asset class Muni National Short
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A expense ratio is 0.41%
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A rating is
(6%)

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) Dividend Info

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) dividend growth in the last 12 months is 99.16%

The trailing 12-month yield of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A is 2.70%. its dividend history:

DateDividend
04/30/2024 0.0366
03/28/2024 0.0352
02/29/2024 0.0356
01/31/2024 0.0345
12/29/2023 0.0362
11/30/2023 0.0356
10/31/2023 0.0351
09/29/2023 0.0338
08/31/2023 0.0332
07/31/2023 0.0306
06/30/2023 0.0307
05/31/2023 0.0278
04/28/2023 0.0258
03/31/2023 0.0242
02/28/2023 0.0254
01/31/2023 0.0216
11/30/2022 0.021
10/31/2022 0.0211
09/30/2022 0.0193
08/31/2022 0.018
06/30/2022 0.0145
05/31/2022 0.0124
03/31/2022 0.0107
02/28/2022 0.0116
01/31/2022 0.01
12/31/2021 0.0097
11/30/2021 0.0104
10/29/2021 0.01
09/30/2021 0.0105
08/31/2021 0.0097
07/30/2021 0.011
06/30/2021 0.0114
05/28/2021 0.012
04/30/2021 0.012
03/31/2021 0.012
02/26/2021 0.015
01/29/2021 0.013
12/31/2020 0.014
11/30/2020 0.015
10/30/2020 0.015
09/30/2020 0.016
08/31/2020 0.016
07/31/2020 0.018
06/30/2020 0.017
05/29/2020 0.019
04/30/2020 0.021
03/31/2020 0.025
02/28/2020 0.022
01/31/2020 0.021
12/31/2019 0.022
11/29/2019 0.022
10/31/2019 0.023
09/30/2019 0.024
08/30/2019 0.024
07/31/2019 0.024
06/28/2019 0.024
05/31/2019 0.024
04/30/2019 0.025
03/29/2019 0.023
02/28/2019 0.027
01/31/2019 0.022
12/31/2018 0.0221
11/30/2018 0.0232
10/31/2018 0.022
09/28/2018 0.022
08/31/2018 0.0212
07/31/2018 0.019
06/29/2018 0.02
05/31/2018 0.019
04/30/2018 0.02
03/29/2018 0.017
02/28/2018 0.017
01/31/2018 0.016
12/29/2017 0.015
11/30/2017 0.015
10/31/2017 0.014
09/29/2017 0.015
08/31/2017 0.0138
07/31/2017 0.014
06/30/2017 0.0145
05/31/2017 0.0141
04/28/2017 0.0149
03/31/2017 0.013
02/28/2017 0.016
01/31/2017 0.014
12/30/2016 0.013
11/30/2016 0.014
10/31/2016 0.014
08/31/2016 0.013
07/29/2016 0.014
06/30/2016 0.015
05/31/2016 0.014
04/29/2016 0.015
03/31/2016 0.014
02/29/2016 0.015
01/29/2016 0.013
12/31/2015 0.013
11/30/2015 0.015
10/30/2015 0.014
09/30/2015 0.015
08/31/2015 0.013
07/31/2015 0.013
06/30/2015 0.014
05/29/2015 0.013
04/30/2015 0.013
03/31/2015 0.012
02/27/2015 0.015
01/30/2015 0.012
12/31/2014 0.012
11/28/2014 0.014
10/31/2014 0.013
09/30/2014 0.014
08/29/2014 0.014
07/31/2014 0.014
06/30/2014 0.016
05/30/2014 0.016
04/30/2014 0.017
03/31/2014 0.016
02/28/2014 0.018
01/31/2014 0.016
12/31/2013 0.016
12/20/2013 0.012
11/29/2013 0.016
10/31/2013 0.016
09/30/2013 0.016
08/30/2013 0.016
07/31/2013 0.015
06/28/2013 0.016
05/31/2013 0.016
04/30/2013 0.018
03/28/2013 0.017
02/28/2013 0.021
01/31/2013 0.018
12/31/2012 0.019
12/20/2012 0.007
11/30/2012 0.019
10/31/2012 0.019
09/28/2012 0.02
08/31/2012 0.019
07/31/2012 0.018
06/29/2012 0.019
05/31/2012 0.02
04/30/2012 0.021
03/30/2012 0.021
02/29/2012 0.024
01/31/2012 0.024
12/30/2011 0.025
12/21/2011 0.011
11/30/2011 0.027
10/31/2011 0.026
09/30/2011 0.028
08/31/2011 0.027
07/29/2011 0.027
06/30/2011 0.027
05/31/2011 0.027
04/29/2011 0.028
03/31/2011 0.027
02/28/2011 0.028
01/31/2011 0.028
12/31/2010 0.028
11/30/2010 0.027
10/29/2010 0.026
09/30/2010 0.027
08/31/2010 0.028
07/30/2010 0.029
06/30/2010 0.029
05/28/2010 0.025
03/31/2010 0.021
02/26/2010 0.022
01/29/2010 0.023
12/31/2009 0.024
11/30/2009 0.025
10/30/2009 0.025
09/30/2009 0.031
08/31/2009 0.036
07/31/2009 0.04
06/30/2009 0.039
05/29/2009 0.042
04/30/2009 0.051

Dividend Growth History for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.36 2.40% 159.74% -
2022 $0.1386 0.88% 1.39% 159.74%
2021 $0.1367 0.86% -37.58% 62.28%
2020 $0.219 1.39% -22.89% 18.02%
2019 $0.284 1.84% 19.08% 6.11%
2018 $0.2385 1.53% 37.62% 8.58%
2017 $0.1733 1.12% 12.53% 12.96%
2016 $0.154 0.98% -4.94% 12.90%
2015 $0.162 1.03% -10.00% 10.50%
2014 $0.18 1.15% -15.49% 8.01%
2013 $0.213 1.34% -14.80% 5.39%
2012 $0.25 1.58% -25.60% 3.37%
2011 $0.336 2.15% 17.89% 0.58%
2010 $0.285 1.83% -8.95% 1.81%
2009 $0.313 2.07% - 1.00%

Dividend Growth Chart for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX)

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) Historical Returns And Risk Info

From 12/15/2008 to 05/20/2024, the compound annualized total return (dividend reinvested) of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 1.506%. Its cumulative total return (dividend reinvested) is 25.885%.

From 12/15/2008 to 05/20/2024, the Maximum Drawdown of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 6.8%.

From 12/15/2008 to 05/20/2024, the Sharpe Ratio of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 0.58.

From 12/15/2008 to 05/20/2024, the Annualized Standard Deviation of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 1.4%.

From 12/15/2008 to 05/20/2024, the Beta of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 1.35.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
12/15/2008		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return(%) 0.0 0.5 3.0 -0.3 0.7 0.9 1.3 1.5 3.2 -4.5 0.3 2.0 4.1 1.1 1.6 -0.8 0.7 1.6 0.0 2.2 3.5 2.0 5.1 0.9
Sharpe Ratio NA -1.75 -0.59 -1.94 -0.46 -0.15 NA 0.58 -0.75 -3.73 0.35 0.48 2.77 -0.27 1.23 -1.03 1.0 2.32 -0.02 2.73 3.84 2.04 4.06 12.96
Draw Down(%) NA 0.5 0.9 6.8 6.8 6.8 NA 6.8 1.3 6.2 0.9 6.6 0.8 0.6 1.0 2.4 0.8 0.5 1.7 0.6 0.7 1.0 0.7 0.1
Standard Deviation(%) NA 1.3 1.3 1.4 2.0 1.5 NA 1.4 1.4 1.6 0.8 3.7 1.0 0.8 0.8 0.9 0.7 0.7 1.0 0.8 0.9 0.9 1.2 1.8
Treynor Ratio NA -0.02 -0.01 -0.02 -0.01 0.0 NA 0.01 -0.01 -0.05 0.0 0.01 0.02 0.0 0.01 -0.01 0.01 0.02 0.0 0.02 0.03 0.02 0.05 15.87
Alpha NA 0.0 0.0 -0.01 0.0 0.0 NA 0.0 0.0 -0.01 0.0 0.0 0.01 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.08
Beta NA 1.01 1.05 1.15 1.53 1.43 NA 1.35 1.11 1.29 0.97 1.86 1.15 0.8 0.95 1.08 0.84 0.94 1.14 0.95 1.1 1.12 0.99 0.01
RSquare NA 0.73 0.77 0.69 0.78 0.7 NA 0.64 0.77 0.69 0.27 0.89 0.55 0.39 0.39 0.39 0.25 0.25 0.37 0.31 0.4 0.48 0.43 0.0
Yield(%) N/A 1.0 2.7 1.5 1.5 1.3 1.5 N/A 2.5 0.8 0.8 1.5 1.6 1.5 1.0 0.9 1.0 1.1 1.6 1.6 2.3 1.9 2.0 0.0
Dividend Growth(%) N/A -59.5 99.1 0.2 26.2 N/A N/A N/A 184.6 0.0 -43.5 -8.0 4.2 50.0 14.3 -6.7 -16.7 -28.0 0.0 -30.6 24.1 -3.3 N/A N/A

Return Calculator for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX)

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LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) Historical Return Chart

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LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) 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 12/15/2008 to 05/20/2024, the worst annualized return of 3-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is -1.25%.
From 12/15/2008 to 05/20/2024, the worst annualized return of 5-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 0.14%.
From 12/15/2008 to 05/20/2024, the worst annualized return of 10-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is 0.43%.
From 12/15/2008 to 05/20/2024, the worst annualized return of 20-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS A (LSDAX) is NA.

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