LSYQX Performance — Lord Abbett Short Duration High Yield Fund, Class R3
Data updated: 2026-10-09
LSYQX returned +2.04% year to date and +5.41% over one year to Jul 2026. Annualised returns are +7.90% over 3 years and +4.80% over 5 years. The fund beat its High Yield Bond category average: $100 invested three years ago grew to $126, against $123 for the category, and to $105 over one year, against $105. Volatility over the past three years was 3.81% a year. In the 12 months to Jul 2026 the fund took in a net $2.3B, and assets reached $10.65B.
LSYQX Growth of $100
What $100 invested in Lord Abbett Short Duration High Yield Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the High Yield Bond category average over the same months.
| Period | LSYQX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $105 | $105 |
| 3 years (Aug 2023 – Jul 2026) | $126 | $123 |
| 5 years (Aug 2021 – Jul 2026) | $126 | $118 |
| Since data start (May 2020 – Jul 2026) | $149 | $141 |
LSYQX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.04% |
| 1 year | +5.41% |
| 3 years (annualised) | +7.90% |
| 5 years (annualised) | +4.80% |
LSYQX Annual Returns
Calendar-year total returns of Lord Abbett Short Duration High Yield Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +2.04% |
| 2025 | +7.12% |
| 2024 | +8.84% |
| 2023 | +11.67% |
| 2022 | −6.06% |
| 2021 | +5.24% |
| 2020 (May–Dec) | +13.66% |
LSYQX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | 0.0% | −1.4% | +2.2% | +0.6% | +0.3% | −0.4% | — | — | — | — | — |
| 2025 | +1.0% | +0.6% | −1.5% | −1.4% | +2.3% | +2.1% | +0.5% | +1.3% | +0.8% | +0.1% | +0.5% | +0.5% |
| 2024 | +0.5% | +0.6% | +1.0% | −0.4% | +1.0% | +0.9% | +1.6% | +1.2% | +1.2% | −0.1% | +1.1% | 0.0% |
| 2023 | +2.9% | −0.9% | +0.6% | +0.9% | −0.6% | +1.7% | +1.1% | +0.4% | −0.3% | −0.8% | +3.4% | +2.8% |
| 2022 | −1.4% | −0.6% | −0.2% | −2.1% | −0.1% | −5.7% | +4.7% | −1.2% | −2.9% | +2.3% | +1.7% | −0.4% |
| 2021 | +0.7% | +0.8% | +0.4% | +0.8% | +0.5% | +0.7% | 0.0% | +0.3% | +0.3% | +0.3% | −1.0% | +1.4% |
| 2020 | — | — | — | — | +3.1% | +0.8% | +3.4% | +1.0% | −0.6% | +0.6% | +3.1% | +1.5% |
LSYQX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 3.81%
- 3-year Sharpe ratio: 0.89 (vs 4.5% risk-free rate)
- Best month: +3.42% (Nov 2023)
- Worst month: −1.47% (Mar 2025)
LSYQX Fund Flows
Monthly money in and out of Lord Abbett Short Duration High Yield Fund, from SEC Form N-PORT.
- 12-month net flow: $2.3B
- 12-month gross sales (incl. reinvestments): $5.7B
- Sales ÷ redemptions: 1.69×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $531.6M | $283.9M | $247.7M |
| Jun 2026 | $668.3M | $242.6M | $425.7M |
| May 2026 | $438.0M | $268.0M | $170.0M |
| Apr 2026 | $427.7M | $315.4M | $112.3M |
| Mar 2026 | $335.0M | $403.1M | −$68.1M |
| Feb 2026 | $615.4M | $244.0M | $371.4M |
| Jan 2026 | $500.2M | $304.8M | $195.3M |
| Dec 2025 | $403.2M | $272.2M | $131.0M |
| Nov 2025 | $374.8M | $308.6M | $66.2M |
| Oct 2025 | $486.0M | $303.1M | $182.9M |
| Sep 2025 | $457.2M | $198.9M | $258.3M |
| Aug 2025 | $432.8M | $209.6M | $223.2M |
LSYQX Assets Under Management
Net assets of Lord Abbett Short Duration High Yield Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $10.65B |
| 2026-04-30 | $9.95B |
| 2026-01-31 | $9.65B |
| 2025-10-31 | $9.26B |
| 2025-07-31 | $8.56B |
| 2025-04-30 | $7.75B |
| 2025-01-31 | $7.80B |
| 2024-10-31 | $6.39B |
| 2024-07-31 | $5.16B |
| 2024-04-30 | $3.83B |
| 2024-01-31 | $2.73B |
| 2023-10-31 | $1.77B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.