Ultra-Short Bonds: 15% of the Volatility of the Barclays Aggregate | Lord Abbett


Ultra-Short Bonds: 15% of the Volatility of the Barclays Aggregate

Due to their low duration, ultra short bonds have had less than half the volatility of the short-term bond category, and less than 15% of the volatility of the Bloomberg Barclays Aggregate.

Source: Morningstar Direct.
Data as of 09/30/2018


Sources: [1FTSE 10-Year Treasury Bond Index]. Past performance is not a reliable indicator or guarantee of future results. Performance during other time periods may have been different or negative. For illustrative purposes only and does not represent any specific portfolio managed by Lord Abbett or any particular investment.  Indexes are unmanaged, do not reflect the deduction of fees or expenses, and are not available for direct investment.

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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.