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Nasdaq - Delayed Quote USD

Lord Abbett Ultra Short Bond F3 (LUBOX)

10.02
0.00
(0.00%)
At close: May 2 at 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.53%
5y Average Return 3.05%
Number of Years Up 7
Number of Years Down --
Best 1Y Total Return (May 1, 2025) 6.20%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 6.20%
Worst 3Y Total Return 0.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LUBOX
Category
YTD
1.21%
0.23%
1-Month
0.31%
0.00%
3-Month
1.21%
0.13%
1-Year
5.89%
0.98%
3-Year
4.74%
1.85%
5-Year
3.22%
1.66%
10-Year
0.00%
1.19%
Last Bull Market
3.73%
1.14%
Last Bear Market
-0.51%
-0.10%

Annual Total Return (%) History

Year
LUBOX
Category
2025
--
--
2024
6.20%
--
2023
6.01%
--
2022
0.11%
--
2021
0.10%
--
2020
1.30%
1.34%
2019
3.03%
3.08%
2018
2.12%
1.61%

2017
--
1.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.21% -- -- --
2024 1.51% 1.44% 1.85% 1.26%
2023 1.48% 1.10% 1.44% 1.86%
2022 -0.73% -0.51% 0.23% 1.12%
2021 0.03% 0.14% 0.05% -0.12%
2020 -1.30% 2.19% 0.30% 0.14%
2019 1.00% 0.79% 0.64% 0.57%
2018 0.37% 0.68% 0.61% 0.44%
2017 0.37% 0.40% -- --

Rank in Category (By Total Return)

YTD 38
1-Month 62
3-Month 38
1-Year 22
3-Year 24
5-Year 41

Load Adjusted Returns

1-Year 5.89%
3-Year 4.74%
5-Year 3.22%
10-Year --

Performance & Risk

YTD Return 1.53%
5y Average Return 3.05%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.07
Morningstar Risk Rating

Fund Overview

Category Ultrashort Bond
Fund Family Lord Abbett
Net Assets 12.8B
YTD Return 1.21%
Yield 5.13%
Morningstar Rating
Inception Date Oct 17, 2016

Fund Summary

Under normal conditions, the fund pursues its investment objective by investing at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in investment grade debt securities of various types. It invests only in debt securities rated investment grade at the time of purchase or determined by Lord Abbett to be of comparable quality.

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