Nasdaq - Delayed Quote USD

Lord Abbett Ultra Short Bond I (LUBYX)

10.02
0.00
(0.00%)
At close: 8:06:29 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.74%
5y Average Return 2.99%
Number of Years Up 8
Number of Years Down --
Best 1Y Total Return (May 16, 2025) 6.15%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 6.15%
Worst 3Y Total Return 0.45%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LUBYX
Category
YTD
1.60%
0.23%
1-Month
0.40%
0.00%
3-Month
1.19%
0.13%
1-Year
5.80%
0.98%
3-Year
4.87%
1.85%
5-Year
3.02%
1.66%
10-Year
0.00%
1.19%
Last Bull Market
3.60%
1.14%
Last Bear Market
-0.52%
-0.10%

Annual Total Return (%) History

Year
LUBYX
Category
2025
--
--
2024
6.15%
--
2023
5.96%
--
2022
0.04%
--
2021
0.05%
--
2020
1.26%
1.34%
2019
2.98%
3.08%
2018
2.08%
1.61%

2017
1.59%
1.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.20% -- -- --
2024 1.49% 1.43% 1.83% 1.25%
2023 1.46% 1.09% 1.43% 1.85%
2022 -0.74% -0.52% 0.22% 1.10%
2021 0.02% 0.13% 0.04% -0.13%
2020 -1.31% 2.08% 0.39% 0.13%
2019 0.89% 0.77% 0.63% 0.65%
2018 0.36% 0.57% 0.70% 0.44%
2017 0.40% 0.43% 0.36% 0.39%

Rank in Category (By Total Return)

YTD 24
1-Month 11
3-Month 19
1-Year 29
3-Year 27
5-Year 42

Load Adjusted Returns

1-Year 5.80%
3-Year 4.87%
5-Year 3.02%
10-Year --

Performance & Risk

YTD Return 1.74%
5y Average Return 2.99%
Rank in Category (ytd) 24
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.06
Morningstar Risk Rating

Fund Overview

Category Ultrashort Bond
Fund Family Lord Abbett
Net Assets 12.78B
YTD Return 1.60%
Yield 5.04%
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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