The Short Term Bond Opportunity

Short maturity bonds have historically had lower volatility and
higher risk-adjusted returns than longer maturity bonds

Sharpe Ratio US Agg Index 1998 - present

Source: Bloomberg and Lord Abbett. Data as of 09/30/2025.

Short-term bond yields have moved substantially higher,
creating one of the most attractive entry points in several years

Chart: Short Maturity Credit - Positive Returns During Fed Tightening

Source: Bloomberg and Lord Abbett.

Source: Bloomberg Index Services Limited & ICE Data Indices, LLC. For illustrative purposes only and does not represent any specific portfolio managed by Lord Abbett or any particular investment.

The Short Term Bond Opportunity

Short maturity bonds have historically had lower volatility and higher risk-adjusted returns than longer maturity bonds

Short-term bond yields have moved substantially higher, creating one of the most attractive entry points in several years

Short maturity bonds have historically had lower volatility and
higher risk-adjusted returns than longer maturity bonds

Short-term bond yields have moved substantially higher,
creating one of the most attractive entry points in several years