Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LISBX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS B) | NA | 0.43% | 1.04% | 1.11% | 3.15% | NA | NA | 3.12% |
Data as of 05/09/2018, AR inception is 07/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISBX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS B) | 07/15/2003 | 05/09/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.43 | 1.04 | 1.11 | 3.15 | NA | NA | 3.12 | -1.68 | 4.24 | -1.41 | 2.05 | 7.50 | -3.60 | 5.57 | 9.03 | 2.31 | 11.36 | -1.12 | 2.69 | 3.52 | 0.66 | 1.57 | 1.97 |
| Sharpe Ratio | NA | -0.31 | 0.29 | 0.40 | 1.09 | NA | NA | 0.78 | -3.89 | 1.88 | -0.76 | 1.28 | 4.60 | -1.25 | 2.85 | 3.76 | 0.84 | 3.31 | -0.39 | -0.17 | 0.10 | -0.73 | 0.19 | 1.02 |
| Standard Deviation(%) | NA | 1.82 | 1.87 | 2.10 | 2.70 | NA | NA | 2.71 | 1.49 | 1.93 | 2.12 | 1.58 | 1.63 | 2.91 | 1.95 | 2.39 | 2.64 | 3.40 | 5.22 | 2.04 | 2.17 | 2.07 | 3.32 | 3.55 |
| Draw Down(%) | NA | 2.33 | 5.73 | 6.65 | 9.08 | NA | NA | 9.08 | 1.77 | 1.76 | 5.73 | 2.28 | 1.02 | 6.81 | 1.70 | 2.04 | 4.72 | 2.99 | 9.08 | 1.97 | 1.34 | 2.60 | 5.61 | 2.54 |
| Yield(%) | 0.00 | 1.71 | 1.81 | 1.99 | 2.53 | 2.49 | 1.87 | 2.67 | 0.67 | 1.65 | 1.76 | 2.02 | 2.22 | 2.52 | 2.14 | 3.00 | 2.74 | 3.22 | 3.21 | 2.94 | 3.24 | 2.07 | 2.05 | 0.83 |
Data as of 05/09/2018, AR inception is 07/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISBX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS B) |
0.69%
Jan 2015 - Jan 2018 |
1.09%
Apr 2013 - Apr 2018 |
3.11%
Dec 2003 - Dec 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISBX (LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS B) |
7.49%
Dec 2008 - Dec 2011 |
5.89%
Feb 2008 - Feb 2013 |
4.24%
Jun 2006 - Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart