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Lord Abbett Short Duration Income Fund Class A LALDX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LALDX | Replication |
|---|---|---|
| Annualized growth | 2.4% | 2.5% |
| Annualized volatility | 2.0% | 1.9% |
| Sharpe ratio | 1.18 | 1.27 |
| Maximum drawdown | 6.4% | 6.1% |
| Replication fit (R²) | 0.81 · Tracking error 0.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model LALDX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGSH | FI · Short Gov | 56.1% |
| VCSH | FI · Short Corp | 32.2% |
| BKLN | FI · Senior Bank Loans | 11.7% |