Lord Abbett Short Duration High Yield Fund (LSYIX)
Fund Info
Apr 30, 2020
$1,000,000
Expense Ratio
LSYIX has an expense ratio of 0.45%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Lord Abbett Short Duration High Yield Fund (LSYIX) returned 0.50% year-to-date (YTD) and 7.01% over the past 12 months.
LSYIX
0.50%
3.19%
1.30%
7.01%
7.04%
N/A
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of LSYIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.09% | 0.65% | -1.42% | -1.36% | 1.58% | 0.50% | |||||||
| 2024 | 1.18% | 0.60% | 0.41% | 0.30% | 0.82% | 0.41% | 2.35% | 0.51% | 2.01% | 0.05% | 0.40% | 0.70% | 10.17% |
| 2023 | 3.48% | -0.89% | 0.67% | 0.31% | 0.08% | 1.74% | 1.11% | 0.48% | -0.94% | -0.08% | 3.58% | 2.07% | 12.12% |
| 2022 | -1.30% | -0.58% | -0.18% | -2.50% | 0.32% | -5.65% | 4.14% | -0.63% | -2.84% | 2.39% | 1.65% | -0.83% | -6.21% |
| 2021 | 0.27% | 0.82% | 0.90% | 0.80% | 0.09% | 1.18% | -0.36% | 0.78% | 0.35% | -0.09% | -0.50% | 1.42% | 5.80% |
| 2020 | 0.25% | 3.12% | 0.84% | 3.48% | 1.09% | -0.51% | 0.63% | 3.17% | 1.54% | 14.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 90, LSYIX is among the top 10% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Lord Abbett Short Duration High Yield Fund (LSYIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Lord Abbett Short Duration High Yield Fund provided a 8.50% dividend yield over the last twelve months, with an annual payout of $0.82 per share. The fund has been increasing its distributions for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|
| Dividend | $0.82 | $0.83 | $0.77 | $0.63 | $0.60 | $0.45 |
Dividend yield | 8.50% | 8.39% | 7.84% | 6.66% | 5.60% | 4.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Lord Abbett Short Duration High Yield Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.07 | $0.06 | $0.07 | $0.07 | $0.00 | $0.27 | |||||||
| 2024 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.83 |
| 2023 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.07 | $0.07 | $0.06 | $0.07 | $0.07 | $0.07 | $0.77 |
| 2022 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.05 | $0.06 | $0.06 | $0.63 |
| 2021 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.07 | $0.60 |
| 2020 | $0.01 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.05 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Lord Abbett Short Duration High Yield Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Lord Abbett Short Duration High Yield Fund was 9.76%, occurring on Sep 29, 2022. Recovery took 233 trading sessions.
The current Lord Abbett Short Duration High Yield Fund drawdown is 1.22%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.76% | Jan 4, 2022 | 188 | Sep 29, 2022 | 233 | Aug 31, 2023 | 421 |
| -5.29% | Mar 3, 2025 | 26 | Apr 7, 2025 | — | — | — |
| -2% | Jun 9, 2020 | 15 | Jun 29, 2020 | 12 | Jul 16, 2020 | 27 |
| -1.94% | Sep 15, 2023 | 27 | Oct 20, 2023 | 9 | Nov 2, 2023 | 36 |
| -1.87% | Sep 3, 2020 | 16 | Sep 25, 2020 | 9 | Oct 8, 2020 | 25 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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