Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCFOX (Lord Abbett California Tax Free Cl F3) | 1.59% | 7.66% | 3.75% | 0.11% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCFOX (Lord Abbett California Tax Free Cl F3) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 7.66 | 3.75 | 0.11 | NA | NA | NA | … | … | 1.59 | 2.95 | 2.28 | 7.19 | -13.05 | 2.60 | 4.87 | 9.64 | 0.73 | 3.48 |
| Sharpe Ratio | NA | 1.44 | 0.19 | -0.51 | NA | NA | NA | … | … | 0.25 | 0.01 | -0.35 | 0.73 | -2.39 | 1.25 | 0.46 | 3.53 | -0.30 | 1.68 |
| Standard Deviation(%) | NA | 3.25 | 4.75 | 4.80 | NA | NA | NA | … | … | 3.70 | 5.68 | 3.78 | 4.90 | 6.06 | 2.07 | 9.96 | 2.32 | 2.17 | 2.38 |
| Draw Down(%) | NA | 3.15 | 7.00 | 19.26 | NA | NA | NA | … | … | 3.15 | 6.01 | 2.71 | 7.15 | 18.87 | 2.71 | 14.71 | 1.82 | 2.21 | 1.63 |
| Yield(%) | 0.00 | 3.61 | 3.54 | 2.76 | 2.68 | 1.79 | 1.34 | … | … | 1.28 | 3.70 | 3.50 | 3.37 | 2.46 | 2.23 | 2.66 | 3.19 | 3.24 | 1.34 |
Data as of 06/03/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFOX (Lord Abbett California Tax Free Cl F3) |
-3.97%
Oct 2019 – Oct 2022 |
-0.52%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCFOX (Lord Abbett California Tax Free Cl F3) |
6.18%
Oct 2022 – Oct 2025 |
1.92%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart