Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LISAX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS A) | 1.16% | 6.43% | 4.02% | 0.66% | 1.90% | 2.78% | 3.35% | … | … |
Data as of 06/03/2026, Common starting date is 07/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISAX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS A) | 07/15/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 6.43 | 4.02 | 0.66 | 1.90 | 2.78 | 3.35 | … | … | 1.16 | 4.62 | 2.40 | 6.16 | -10.26 | 1.32 | 4.15 | 7.61 | 1.14 | 5.08 | -0.64 | 2.88 | 8.36 | -2.82 | 6.41 | 9.88 | 3.17 | 12.14 | -0.41 | 3.48 | 4.02 | 1.46 | 2.22 | 2.29 |
| Sharpe Ratio | NA | 1.56 | 0.32 | -0.56 | 0.08 | NA | NA | … | … | 0.04 | 0.45 | -0.44 | 0.75 | -2.93 | 0.77 | 0.48 | 3.49 | -0.15 | 2.23 | -0.38 | 1.68 | 4.84 | -0.97 | 3.12 | 3.95 | 1.15 | 3.47 | -0.26 | 0.16 | 0.27 | -0.38 | 0.37 | 1.16 |
| Standard Deviation(%) | NA | 2.41 | 3.32 | 3.32 | 3.67 | NA | NA | … | … | 2.87 | 3.86 | 2.80 | 3.35 | 4.00 | 1.67 | 8.03 | 1.76 | 1.63 | 1.99 | 2.25 | 1.69 | 1.72 | 2.95 | 2.05 | 2.50 | 2.68 | 3.47 | 5.23 | 2.10 | 2.22 | 2.08 | 3.37 | 3.71 |
| Draw Down(%) | NA | 3.14 | 4.63 | 15.05 | 15.05 | NA | NA | … | … | 3.14 | 4.20 | 2.14 | 4.81 | 14.25 | 2.26 | 12.96 | 1.51 | 1.69 | 1.53 | 5.45 | 2.00 | 0.95 | 6.55 | 1.70 | 2.07 | 4.53 | 2.93 | 9.01 | 1.78 | 1.45 | 2.60 | 5.49 | 2.64 |
| Yield(%) | 0.00 | 3.26 | 3.19 | 2.42 | 2.44 | 2.81 | 3.20 | … | … | 1.15 | 3.43 | 3.14 | 2.83 | 1.91 | 1.31 | 2.36 | 2.75 | 2.58 | 2.48 | 2.55 | 2.83 | 3.05 | 3.31 | 2.97 | 3.80 | 3.50 | 4.07 | 3.91 | 3.70 | 3.73 | 2.85 | 2.70 | 1.15 |
Data as of 06/03/2026, Common starting date is 07/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISAX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS A) |
-2.97%
Oct 2019 – Oct 2022 |
-0.19%
Oct 2017 – Oct 2022 |
1.16%
Oct 2012 – Oct 2022 |
2.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISAX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS A) |
8.33%
Dec 2008 – Dec 2011 |
6.70%
Feb 2008 – Feb 2013 |
5.05%
Jun 2006 – Jun 2016 |
4.35%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart