Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAILX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS I) | 1.77% | 7.48% | 3.74% | 0.03% | 1.94% | 3.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAILX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS I) | 02/02/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 7.48 | 3.74 | 0.03 | 1.94 | 3.68 | NA | … | … | 1.77 | 2.78 | 2.34 | 7.18 | -13.36 | 2.39 | 4.86 | 9.53 | 0.69 | 6.93 | 0.07 | 3.84 | 13.34 | -3.61 | 12.02 | 11.93 |
| Sharpe Ratio | NA | 1.39 | 0.18 | -0.53 | 0.06 | NA | NA | … | … | 0.24 | -0.02 | -0.35 | 0.74 | -2.47 | 1.17 | 0.46 | 3.50 | -0.31 | 2.54 | -0.05 | 1.83 | 5.99 | -0.92 | 4.53 | 4.49 |
| Standard Deviation(%) | NA | 3.24 | 4.72 | 4.77 | 4.89 | NA | NA | … | … | 3.63 | 5.76 | 3.70 | 4.82 | 6.00 | 2.02 | 10.02 | 2.30 | 2.21 | 2.48 | 2.78 | 2.08 | 2.22 | 3.95 | 2.67 | 2.92 |
| Draw Down(%) | NA | 3.25 | 7.00 | 19.39 | 19.39 | NA | NA | … | … | 3.25 | 6.12 | 2.70 | 7.15 | 18.99 | 2.71 | 14.71 | 1.82 | 2.22 | 1.54 | 6.93 | 2.46 | 1.25 | 9.27 | 2.27 | 1.70 |
| Yield(%) | 0.00 | 3.54 | 3.49 | 2.69 | 2.85 | 3.65 | 2.85 | … | … | 1.26 | 3.64 | 3.46 | 3.35 | 2.24 | 1.93 | 2.64 | 3.18 | 3.20 | 3.36 | 3.16 | 3.56 | 3.99 | 3.66 | 4.29 | 3.06 |
Data as of 06/04/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAILX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS I) |
-4.15%
Oct 2019 – Oct 2022 |
-0.65%
Jul 2020 – Jul 2025 |
1.71%
Oct 2012 – Oct 2022 |
3.67%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAILX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS I) |
8.84%
Aug 2013 – Aug 2016 |
7.63%
Mar 2011 – Mar 2016 |
5.73%
Mar 2011 – Mar 2021 |
3.79%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart