LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX)

Basic Info 15.02 0.01(0.07%)
May 15

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C started on 12/15/2008
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C is classified as asset class Muni National Short
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C expense ratio is 0.41%
LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C rating is
(21%)

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) Dividend Info

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) dividend growth in the last 12 months is 134.33%

The trailing 12-month yield of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C is 2.09%. its dividend history:

DateDividend
04/30/2024 0.0291
03/28/2024 0.0274
02/29/2024 0.0283
01/31/2024 0.0267
12/29/2023 0.0284
11/30/2023 0.0282
10/31/2023 0.0275
09/29/2023 0.0263
08/31/2023 0.0254
07/31/2023 0.0228
06/30/2023 0.0232
05/31/2023 0.02
04/28/2023 0.0182
03/31/2023 0.0165
02/28/2023 0.0184
01/31/2023 0.0138
11/30/2022 0.0135
10/31/2022 0.0134
09/30/2022 0.0117
08/31/2022 0.01
07/29/2022 0.007
06/30/2022 0.0068
05/31/2022 0.0044
03/31/2022 0.0024
02/28/2022 0.0042
01/31/2022 0.0015
12/31/2021 0.001
11/30/2021 0.0019
10/29/2021 0.001
09/30/2021 0.0019
08/31/2021 0.0007
07/30/2021 0.002
06/30/2021 0.0028
05/28/2021 0.003
04/30/2021 0.004
03/31/2021 0.003
02/26/2021 0.007
01/29/2021 0.004
12/31/2020 0.005
11/30/2020 0.006
10/30/2020 0.006
09/30/2020 0.008
08/31/2020 0.008
07/31/2020 0.01
06/30/2020 0.009
05/29/2020 0.011
04/30/2020 0.013
03/31/2020 0.017
02/28/2020 0.014
01/31/2020 0.013
12/31/2019 0.014
11/29/2019 0.015
10/31/2019 0.015
09/30/2019 0.016
08/30/2019 0.015
07/31/2019 0.016
06/28/2019 0.016
05/31/2019 0.016
04/30/2019 0.017
03/29/2019 0.015
02/28/2019 0.02
01/31/2019 0.014
12/31/2018 0.0141
11/30/2018 0.0155
10/31/2018 0.014
09/28/2018 0.0143
08/31/2018 0.0132
07/31/2018 0.011
06/29/2018 0.012
05/31/2018 0.011
04/30/2018 0.012
03/29/2018 0.009
02/28/2018 0.01
01/31/2018 0.008
12/29/2017 0.007
11/30/2017 0.007
10/31/2017 0.006
09/29/2017 0.007
08/31/2017 0.006
07/31/2017 0.006
06/30/2017 0.007
05/31/2017 0.006
04/28/2017 0.007
03/31/2017 0.005
02/28/2017 0.008
01/31/2017 0.006
12/30/2016 0.005
11/30/2016 0.006
10/31/2016 0.006
08/31/2016 0.005
07/29/2016 0.006
06/30/2016 0.007
05/31/2016 0.006
04/29/2016 0.007
03/31/2016 0.006
02/29/2016 0.008
01/29/2016 0.005
12/31/2015 0.005
11/30/2015 0.007
10/30/2015 0.006
09/30/2015 0.007
08/31/2015 0.005
07/31/2015 0.005
06/30/2015 0.006
05/29/2015 0.005
04/30/2015 0.005
03/31/2015 0.004
02/27/2015 0.007
01/30/2015 0.004
12/31/2014 0.004
11/28/2014 0.006
10/31/2014 0.005
09/30/2014 0.006
08/29/2014 0.005
07/31/2014 0.005
06/30/2014 0.007
05/30/2014 0.007
04/30/2014 0.008
03/31/2014 0.007
02/28/2014 0.01
01/31/2014 0.008
12/31/2013 0.007
12/20/2013 0.012
11/29/2013 0.008
10/31/2013 0.007
09/30/2013 0.008
08/30/2013 0.007
07/31/2013 0.007
06/28/2013 0.008
05/31/2013 0.007
04/30/2013 0.009
03/28/2013 0.008
02/28/2013 0.012
01/31/2013 0.009
12/31/2012 0.009
12/20/2012 0.007
11/30/2012 0.011
10/31/2012 0.01
09/28/2012 0.011
08/31/2012 0.01
07/31/2012 0.009
06/29/2012 0.011
05/31/2012 0.012
04/30/2012 0.013
03/30/2012 0.013
02/29/2012 0.016
01/31/2012 0.015
12/30/2011 0.016
12/21/2011 0.011
11/30/2011 0.018
10/31/2011 0.017
09/30/2011 0.019
08/31/2011 0.018
07/29/2011 0.018
06/30/2011 0.018
05/31/2011 0.018
04/29/2011 0.019
03/31/2011 0.018
02/28/2011 0.02
01/31/2011 0.017
12/31/2010 0.017
11/30/2010 0.017
10/29/2010 0.015
09/30/2010 0.016
08/31/2010 0.017
07/30/2010 0.018
06/30/2010 0.018
05/28/2010 0.015
03/31/2010 0.01
02/26/2010 0.013
01/29/2010 0.012
12/31/2009 0.014
11/30/2009 0.015
10/30/2009 0.014
09/30/2009 0.02
08/31/2009 0.025
07/31/2009 0.029
06/30/2009 0.029
05/29/2009 0.031
04/30/2009 0.039

Dividend Growth History for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.2687 1.79% 258.74% -
2022 $0.0749 0.47% 131.89% 258.74%
2021 $0.0323 0.20% -73.08% 188.42%
2020 $0.12 0.76% -36.51% 30.83%
2019 $0.189 1.22% 31.16% 9.19%
2018 $0.1441 0.93% 84.74% 13.27%
2017 $0.078 0.50% 16.42% 22.89%
2016 $0.067 0.43% 1.52% 21.95%
2015 $0.066 0.42% -15.38% 19.18%
2014 $0.078 0.50% -28.44% 14.73%
2013 $0.109 0.69% -25.85% 9.44%
2012 $0.147 0.93% -35.24% 5.64%
2011 $0.227 1.45% 35.12% 1.42%
2010 $0.168 1.08% -22.22% 3.68%
2009 $0.216 1.43% - 1.57%

Dividend Growth Chart for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX)

LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) Historical Returns And Risk Info

From 12/15/2008 to 05/15/2024, the compound annualized total return (dividend reinvested) of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is 0.89%. Its cumulative total return (dividend reinvested) is 14.609%.

From 12/15/2008 to 05/15/2024, the Maximum Drawdown of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is 7.4%.

From 12/15/2008 to 05/15/2024, the Sharpe Ratio of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is 0.13.

From 12/15/2008 to 05/15/2024, the Annualized Standard Deviation of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is 1.3%.

From 12/15/2008 to 05/15/2024, the Beta of LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is 1.26.

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(%) 0.1 0.4 2.2 -0.9 0.1 0.3 0.7 0.9 2.5 -4.9 -0.4 1.4 3.4 0.5 1.0 -1.3 0.1 0.9 -0.6 1.5 2.8 1.3 4.4 0.9
Sharpe Ratio NA -2.05 -1.3 -2.46 -0.74 -0.53 NA 0.13 -1.34 -4.01 -0.52 0.31 2.41 -1.24 0.51 -1.75 0.11 1.45 -0.75 2.16 3.48 1.35 3.93 12.96
Draw Down(%) NA 0.5 1.0 7.4 7.4 7.4 NA 7.4 1.3 6.5 1.0 6.6 0.9 0.7 1.1 2.5 1.0 0.5 1.8 0.6 0.8 1.1 0.7 0.1
Standard Deviation(%) NA 1.2 1.3 1.3 2.0 1.5 NA 1.3 1.3 1.6 0.7 3.7 0.8 0.7 0.8 0.9 0.6 0.6 0.9 0.7 0.8 0.9 1.1 1.8
Treynor Ratio NA -0.03 -0.02 -0.03 -0.01 -0.01 NA 0.0 -0.02 -0.05 -0.01 0.01 0.02 -0.02 0.01 -0.02 0.0 0.01 -0.01 0.02 0.03 0.01 0.05 15.87
Alpha NA 0.0 -0.01 -0.01 0.0 0.0 NA 0.0 -0.01 -0.01 0.0 -0.01 0.0 0.0 0.0 -0.01 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.08
Beta NA 0.92 0.94 1.07 1.48 1.35 NA 1.26 1.0 1.26 0.76 1.84 0.9 0.54 0.77 0.93 0.77 0.72 0.95 0.66 0.86 0.99 0.84 0.01
RSquare NA 0.68 0.72 0.65 0.75 0.66 NA 0.6 0.71 0.68 0.19 0.88 0.44 0.25 0.3 0.33 0.24 0.17 0.29 0.2 0.32 0.44 0.39 0.0
Yield(%) N/A 0.8 2.1 1.0 0.9 0.8 0.9 N/A 1.9 0.4 0.1 0.8 1.4 0.8 0.7 0.5 0.3 0.5 0.8 0.9 1.6 1.2 1.4 0.0
Dividend Growth(%) N/A -57.1 134.5 8.6 56.7 N/A N/A N/A 366.7 500.0 -91.7 -45.5 69.2 18.2 37.5 60.0 -37.5 -38.5 -13.3 -40.0 31.6 -9.5 N/A N/A

Return Calculator for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX)

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LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) Historical Return Chart

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LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) 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 05/15/2024, the worst annualized return of 3-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is -1.68%.
From 12/15/2008 to 05/15/2024, the worst annualized return of 5-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is -0.45%.
From 12/15/2008 to 05/15/2024, the worst annualized return of 10-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is -0.03%.
From 12/15/2008 to 05/15/2024, the worst annualized return of 20-year rolling returns for LORD ABBETT SHORT DURATION TAX FREE FUND CLASS C (LSDCX) is NA.

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