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Lord Abbett Inv Tr. Short Duration Income Fd Cl I: (MF: LLDYX)
(NASDAQ Mutual Funds) As of Feb 9, 2026 06:03 PM ET
$3.89 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.16 | 69 |
| 3 months | 1.27 | 24 |
| 6 months | 2.88 | 55 |
| 1 Year | 6.17 | 69 |
| 3 Year | 5.70 | 44 |
| 5 Year | 2.61 | 31 |
| 10 Year | 2.92 | 37 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 2.99 |
| Bull Market (2/09 - 3/21) | 87.35 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 6.16 |
| 5 Year | 2.60 |
| 10 Year | 2.92 |
| Since Inception | 3.40 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.54 | 1.62 | 1.59 | 1.27 |
| 2024 | 0.99 | 1.30 | 2.88 | 0.26 |
| 2023 | 1.62 | 0.14 | 0.96 | 2.58 |
| 2022 | -2.50 | -1.74 | -1.42 | 1.06 |
| 2021 | 0.42 | 0.65 | 0.13 | -0.30 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.16 | 5.54 | 5.39 | -4.56 | 0.90 | 2.90 | 5.60 | 1.42 | 2.38 | 3.96 |
| % Total Return Rel to Index | -1.21 | 4.28 | -0.12 | 8.45 | 2.45 | -4.59 | -3.12 | 1.41 | -1.16 | 1.31 |
| % Total Return Rel to Peer | -0.85 | 1.67 | -0.99 | 4.96 | 0.23 | -3.02 | -2.38 | 2.57 | -1.62 | -1.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 2.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.20 | 0.19 | 0.18 | 0.13 | 0.09 | 0.11 | 0.15 | 0.16 | 0.15 | 0.17 |
| % Yield | 4.92 | 4.86 | 4.97 | 3.24 | 2.23 | 2.67 | 3.56 | 3.85 | 3.36 | 3.92 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.39 | 0.38 | 0.39 | 0.38 | 0.38 | 0.39 | 0.40 | 0.39 | 0.39 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%