Consistent, Positive Returns in the Face of Rising Rates

(11/01/2016 – 12/31/2018)

Data as of 12/31/2018
Source: Lord Abbett & ICE Data Indices, LLC.  Past performance is not a reliable indicator or guarantee of future results.

This web page has been prepared exclusively for use by analysts, institutional investors and their consultants, registered investment advisors, broker-dealers, and sponsors of plans with a minimum of 100 participants.  It is not intended for, and should not be used with, small plan sponsors, plan participants, or the public in written or oral form or for any other purpose.

 

ADDITIONAL INSIGHTS

Ultra-Short Bonds: A Source of Potential Income and Stability

Historically, floating-rate notes have generated positive returns despite rising rates, and they offer the potential for higher income going forward.