Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFIX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS A) | 1.52% | 7.43% | 3.48% | -0.21% | 1.73% | 3.47% | 3.15% | … | … |
Data as of 06/03/2026, Common starting date is 09/26/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFIX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS A) | 09/26/1985 | 06/03/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 7.43 | 3.48 | -0.21 | 1.73 | 3.47 | 3.15 | … | … | 1.52 | 2.59 | 2.14 | 6.95 | -13.52 | 1.91 | 4.65 | 9.30 | 0.50 | 6.72 | 0.16 | 3.65 | 13.20 | -3.92 | 11.87 | 11.18 | 0.62 | 20.12 | -13.47 | -0.57 | 4.20 | 3.96 | 4.12 | 3.71 | 7.63 | 4.41 | 14.90 | -6.37 | 6.16 | 8.90 | 2.98 | 17.43 | -10.54 | 10.56 | 6.25 | 12.13 | 7.24 | 9.86 | 11.26 | -1.52 | 18.50 | 8.64 |
| Sharpe Ratio | NA | 1.35 | 0.14 | -0.58 | 0.02 | NA | NA | … | … | 0.20 | -0.05 | -0.40 | 0.69 | -2.48 | 0.95 | 0.44 | 3.48 | -0.40 | 2.49 | -0.02 | 1.82 | 5.95 | -1.00 | 4.48 | 3.19 | 0.12 | 4.29 | -1.49 | -1.19 | 0.36 | 0.66 | 0.88 | 0.75 | 1.93 | 0.56 | 3.36 | -3.08 | 1.01 | 1.76 | -0.13 | 3.22 | -1.94 | 1.76 | 0.86 | 2.75 | 0.47 | 1.18 | 1.39 | -0.58 | 3.05 | 8.51 |
| Standard Deviation(%) | NA | 3.28 | 4.73 | 4.78 | 4.89 | NA | NA | … | … | 3.76 | 5.73 | 3.66 | 4.83 | 6.06 | 1.99 | 10.01 | 2.25 | 2.19 | 2.45 | 2.72 | 1.99 | 2.22 | 3.97 | 2.66 | 3.49 | 4.31 | 4.67 | 9.67 | 3.14 | 2.21 | 2.56 | 3.56 | 3.97 | 3.36 | 3.52 | 3.18 | 3.16 | 2.66 | 2.96 | 4.99 | 4.18 | 7.02 | 4.74 | 4.35 | 2.97 | 3.70 | 3.31 | 4.56 | 9.87 | 4.61 | 3.83 |
| Draw Down(%) | NA | 3.24 | 6.95 | 19.77 | 19.77 | NA | NA | … | … | 3.24 | 6.12 | 2.63 | 7.16 | 19.18 | 2.79 | 14.78 | 1.82 | 2.25 | 1.54 | 6.67 | 2.42 | 1.17 | 9.34 | 2.27 | 4.10 | 7.73 | 4.51 | 20.15 | 5.19 | 1.46 | 2.79 | 5.82 | 6.88 | 4.04 | 3.60 | 3.90 | 8.54 | 2.03 | 2.44 | 5.24 | 2.40 | 15.20 | 4.40 | 6.77 | 1.41 | 3.91 | 2.28 | 3.90 | 18.83 | 4.03 | 0.63 |
| Yield(%) | 0.00 | 3.39 | 3.30 | 2.49 | 2.67 | 3.43 | 3.33 | … | … | 1.21 | 3.46 | 3.27 | 3.14 | 2.06 | 1.47 | 2.45 | 2.96 | 3.01 | 3.17 | 3.25 | 3.38 | 3.76 | 3.44 | 4.05 | 4.95 | 4.40 | 5.35 | 4.41 | 4.03 | 3.92 | 3.90 | 3.66 | 4.37 | 4.72 | 4.79 | 5.29 | 4.74 | 4.81 | 5.31 | 4.87 | 6.02 | 5.30 | 5.93 | 6.07 | 6.56 | 6.57 | 7.02 | 7.23 | 6.92 | 8.06 | 2.89 |
Data as of 06/03/2026, Common starting date is 09/26/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFIX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
-4.39%
Oct 2019 – Oct 2022 |
-0.92%
Jul 2020 – Jul 2025 |
1.52%
Oct 2012 – Oct 2022 |
2.68%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFIX (LORD ABBETT CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
11.65%
Aug 1990 – Aug 1993 |
10.43%
Aug 1988 – Aug 1993 |
8.04%
Oct 1985 – Oct 1995 |
7.16%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart