Nasdaq - Delayed Quote USD

Lord Abbett Short Duration Income Fund (LDLVX)

3.8700
0.0000
(0.00%)
At close: 8:01:26 PM EDT

Fund Summary

The fund invests in various types of short duration debt (or fixed income) securities. It invests at least 65% of its net assets in investment grade debt securities including corporate debt securities of U.S. issuers; corporate debt securities of non-U.S. (including emerging market) issuers that are denominated in U.S. dollars; mortgage backed, mortgage-related, and other asset-backed securities; and securities issued or guaranteed by the U.S. government, its agencies and instrumentalities; and inflation-linked investments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 5.74%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 1

Performance & Risk

YTD Return 2.25%
5y Average Return 3.11%
Rank in Category (ytd) 46
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.30
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LDLVXCategory AverageLDLVXCategory AverageLDLVXCategory Average
Alpha 0.06 0.01 1.37 0.01 0.76 0
BETA 0.3 0 0.31 0 0.32 0
Mean Annual Return 0.33 0 0.27 0 0.22 0
R-squared 82.81 0.32 66.09 0.35 30.84 0.35
Standard Deviation 2.53 0.03 2.41 0.02 2.9 0.02
Sharpe Ratio -0.28 0.01 0.15 0.01 0.23 0.01
Treynor Ratio -2.42 0.06 1.09 0.04 1.97 0.06

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