Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAIIX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS I) | 1.33% | 6.63% | 4.26% | 0.89% | 2.13% | 2.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAIIX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS I) | 02/04/2011 | 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 (%) | 0.39 | 6.63 | 4.26 | 0.89 | 2.13 | 2.99 | NA | … | … | 1.33 | 4.85 | 2.71 | 6.27 | -10.11 | 1.91 | 4.36 | 7.83 | 1.34 | 5.30 | -0.66 | 3.06 | 8.57 | -2.63 | 6.60 | 9.62 |
| Sharpe Ratio | NA | 1.63 | 0.38 | -0.49 | 0.14 | NA | NA | … | … | 0.10 | 0.50 | -0.32 | 0.80 | -2.89 | 1.09 | 0.51 | 3.48 | -0.02 | 2.32 | -0.39 | 1.79 | 4.98 | -0.89 | 3.04 | 4.77 |
| Standard Deviation(%) | NA | 2.44 | 3.35 | 3.33 | 3.68 | NA | NA | … | … | 2.86 | 3.95 | 2.82 | 3.29 | 4.01 | 1.73 | 8.00 | 1.83 | 1.69 | 2.01 | 2.27 | 1.69 | 1.72 | 3.00 | 2.17 | 2.24 |
| Draw Down(%) | NA | 3.24 | 4.49 | 14.81 | 14.81 | NA | NA | … | … | 3.24 | 4.18 | 2.03 | 4.72 | 14.14 | 2.26 | 12.87 | 1.59 | 1.64 | 1.58 | 5.60 | 1.95 | 0.94 | 6.50 | 1.70 | 2.05 |
| Yield(%) | 0.00 | 3.44 | 3.38 | 2.62 | 2.65 | 3.02 | 2.35 | … | … | 1.22 | 3.64 | 3.34 | 3.03 | 2.07 | 1.89 | 2.56 | 2.96 | 2.78 | 2.69 | 2.52 | 3.00 | 3.26 | 3.50 | 3.15 | 2.31 |
Data as of 06/04/2026, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIIX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS I) |
-2.66%
Oct 2019 – Oct 2022 |
0.08%
Oct 2017 – Oct 2022 |
1.38%
Oct 2012 – Oct 2022 |
3.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIIX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS I) |
5.98%
Aug 2013 – Aug 2016 |
5.14%
Mar 2011 – Mar 2016 |
4.20%
Mar 2011 – Mar 2021 |
3.09%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart