Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALAX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS C) | 1.51% | 6.67% | 2.92% | -0.79% | 1.12% | 2.83% | 2.51% | … | … |
Data as of 06/04/2026, Common starting date is 08/08/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALAX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS C) | 08/08/1996 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 6.67 | 2.92 | -0.79 | 1.12 | 2.83 | 2.51 | … | … | 1.51 | 1.92 | 1.43 | 6.28 | -13.92 | 1.48 | 3.86 | 8.73 | -0.12 | 5.81 | -0.47 | 3.00 | 12.51 | -4.55 | 11.07 | 10.59 | -0.12 | 19.41 | -13.98 | -1.18 | 3.53 | 3.37 | 3.37 | 3.08 | 7.02 | 3.93 | 14.18 | -7.04 | 5.05 | 8.08 | 2.58 |
| Sharpe Ratio | NA | 1.16 | 0.00 | -0.71 | -0.11 | NA | NA | … | … | 0.06 | -0.17 | -0.60 | 0.55 | -2.59 | 0.73 | 0.36 | 3.27 | -0.71 | 2.20 | -0.26 | 1.48 | 5.94 | -1.18 | 4.32 | 3.07 | -0.05 | 4.17 | -1.55 | -1.41 | 0.06 | 0.44 | 0.69 | 0.60 | 1.76 | 0.44 | 3.23 | -3.30 | 0.58 | 1.52 | 0.78 |
| Standard Deviation(%) | NA | 3.13 | 4.67 | 4.72 | 4.85 | NA | NA | … | … | 3.53 | 5.68 | 3.67 | 4.83 | 5.95 | 1.99 | 9.99 | 2.22 | 2.14 | 2.36 | 2.70 | 2.00 | 2.10 | 3.89 | 2.57 | 3.44 | 4.19 | 4.63 | 9.64 | 3.08 | 1.98 | 2.52 | 3.46 | 3.95 | 3.33 | 3.41 | 3.09 | 3.16 | 2.75 | 2.88 | 3.84 |
| Draw Down(%) | NA | 3.15 | 7.19 | 20.25 | 20.25 | NA | NA | … | … | 3.15 | 6.18 | 2.77 | 7.53 | 19.43 | 2.79 | 14.70 | 1.82 | 2.44 | 1.63 | 7.01 | 2.69 | 1.31 | 9.45 | 2.27 | 4.10 | 7.83 | 4.51 | 20.48 | 5.30 | 1.49 | 2.87 | 5.84 | 6.89 | 4.05 | 3.64 | 3.86 | 8.88 | 2.24 | 2.46 | 2.47 |
| Yield(%) | 0.00 | 2.77 | 2.70 | 1.99 | 2.08 | 2.74 | 2.72 | … | … | 1.00 | 2.83 | 2.67 | 2.52 | 1.57 | 1.04 | 1.78 | 2.32 | 2.40 | 2.29 | 2.61 | 2.76 | 3.11 | 2.81 | 3.40 | 4.31 | 3.75 | 4.72 | 3.83 | 3.42 | 3.27 | 3.24 | 3.03 | 3.76 | 4.15 | 4.23 | 4.64 | 4.05 | 3.75 | 4.55 | 2.26 |
Data as of 06/04/2026, Common starting date is 08/08/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALAX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS C) |
-4.95%
Oct 2019 – Oct 2022 |
-1.46%
Jul 2020 – Jul 2025 |
0.88%
Oct 2012 – Oct 2022 |
2.04%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALAX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS C) |
9.67%
Dec 2008 – Dec 2011 |
7.05%
Jan 2011 – Jan 2016 |
5.48%
Dec 2008 – Dec 2018 |
4.71%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart