See what your fund actually adds
Lord Abbett Short Duration High Income Municipal Bond Fund Class A SDHAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SDHAX | Replication |
|---|---|---|
| Annualized growth | 0.7% | 1.5% |
| Annualized volatility | 3.6% | 3.6% |
| Sharpe ratio | 0.20 | 0.43 |
| Maximum drawdown | 12.1% | 8.8% |
| Replication fit (R²) | 0.90 · Tracking error 1.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model SDHAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 67.5% |
| BKLN | FI · Senior Bank Loans | 21.1% |
| STIP | FI · Short TIPS | 11.5% |