Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LISDX (LORD ABBETT SHORT DURATION TAX FREE FUND CLASS I) | 0.65% | 3.47% | 3.40% | 1.30% | 1.51% | 1.54% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LISDX (LORD ABBETT SHORT DURATION TAX FREE FUND CLASS I) | 12/15/2008 | 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 3.47 | 3.40 | 1.30 | 1.51 | 1.54 | NA | … | … | 0.65 | 3.90 | 3.12 | 3.40 | -4.14 | 0.25 | 2.17 | 4.27 | 1.29 | 1.91 | -0.57 | 0.90 | 1.78 | 0.21 | 2.37 | 3.64 | 2.19 | 5.26 | 0.93 |
| Sharpe Ratio | NA | 0.78 | 0.18 | -0.80 | -0.07 | NA | NA | … | … | -0.70 | 0.54 | -0.35 | -0.18 | -3.47 | 0.28 | 0.51 | 2.96 | -0.11 | 1.45 | -0.86 | 1.26 | 2.42 | 0.18 | 2.90 | 3.96 | 2.12 | 4.07 | 12.95 |
| Standard Deviation(%) | NA | 1.37 | 1.60 | 1.53 | 1.71 | NA | NA | … | … | 1.52 | 1.89 | 1.46 | 1.43 | 1.61 | 0.79 | 3.79 | 0.95 | 0.78 | 0.86 | 0.91 | 0.70 | 0.73 | 0.98 | 0.80 | 0.91 | 0.99 | 1.27 | 1.83 |
| Draw Down(%) | NA | 1.44 | 1.72 | 6.54 | 6.56 | NA | NA | … | … | 1.44 | 1.72 | 0.98 | 1.39 | 6.01 | 0.94 | 6.56 | 0.82 | 0.55 | 1.06 | 2.35 | 0.73 | 0.51 | 1.64 | 0.58 | 0.69 | 1.01 | 0.72 | 0.07 |
| Yield(%) | 0.00 | 2.77 | 2.95 | 2.17 | 1.85 | 1.76 | 1.65 | … | … | 0.98 | 3.04 | 3.06 | 2.61 | 1.30 | 0.75 | 1.57 | 2.04 | 1.73 | 1.32 | 1.16 | 1.22 | 1.33 | 1.53 | 1.79 | 2.32 | 1.99 | 2.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISDX (LORD ABBETT SHORT DURATION TAX FREE FUND CLASS I) |
-1.06%
Feb 2020 – Feb 2023 |
0.31%
Oct 2017 – Oct 2022 |
0.60%
Oct 2012 – Oct 2022 |
1.49%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LISDX (LORD ABBETT SHORT DURATION TAX FREE FUND CLASS I) |
3.92%
Oct 2022 – Oct 2025 |
2.70%
Feb 2009 – Feb 2014 |
1.93%
Jun 2009 – Jun 2019 |
1.68%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart