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Lord Abbett Inv Tr Short Duration Income Fund Cl R2: (MF: LDLQX)
(NASDAQ Mutual Funds) As of Oct 18, 2024 08:00 PM ET
$3.89 USD
+0.01 (0.26%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.52 | 79 |
| 3 months | 2.46 | 86 |
| 6 months | 3.64 | 86 |
| 1 Year | 7.35 | 89 |
| 3 Year | 1.20 | 41 |
| 5 Year | 1.53 | 52 |
| 10 Year | 1.75 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 7.34 |
| 5 Year | 1.53 |
| 10 Year | 1.75 |
| Since Inception | 2.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.84 | 1.15 | 2.46 | NA |
| 2023 | 1.47 | -0.26 | 0.81 | 2.69 |
| 2022 | -2.88 | -1.88 | -1.56 | 1.16 |
| 2021 | 0.51 | 0.50 | -0.01 | -0.26 |
| 2020 | -5.26 | 5.52 | 1.08 | 1.50 |
| 2019 | 2.07 | 1.56 | 0.80 | 0.46 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.52 | 4.77 | -5.11 | 0.73 | 2.57 | 4.98 | 0.82 | 1.59 | 3.60 | -0.25 | 1.33 |
| % Total Return Rel to Index | 0.06 | -0.75 | 7.90 | 2.28 | -4.93 | -3.74 | 0.81 | -1.94 | 0.94 | -0.83 | -4.60 |
| % Total Return Rel to Peer | -0.88 | -1.62 | 4.40 | 0.06 | -3.36 | -2.99 | 1.96 | -2.41 | -1.53 | 1.72 | -1.27 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 2.00 | 5.00 | 4.00 | 2.00 | 5.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.13 | 0.15 | 0.10 | 0.08 | 0.10 | 0.13 | 0.14 | 0.12 | 0.15 | 0.13 | 0.15 |
| % Yield | 3.28 | 4.35 | 2.74 | 1.90 | 2.44 | 3.10 | 3.39 | 2.94 | 3.47 | 3.16 | 3.29 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 1.00 | 0.99 | 0.99 | 1.00 | 1.00 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%