Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOISX (Lord Abbett Intermediate Tax Free Cl F3) | 1.25% | 6.57% | 4.31% | 1.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOISX (Lord Abbett Intermediate Tax Free Cl F3) | 04/05/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 6.57 | 4.31 | 1.00 | NA | NA | NA | … | … | 1.25 | 5.00 | 2.67 | 6.32 | -9.84 | 2.15 | 4.38 | 7.97 | 1.39 | 2.41 |
| Sharpe Ratio | NA | 1.58 | 0.39 | -0.46 | NA | NA | NA | … | … | 0.03 | 0.55 | -0.33 | 0.78 | -2.78 | 1.25 | 0.52 | 3.37 | 0.01 | 1.36 |
| Standard Deviation(%) | NA | 2.55 | 3.41 | 3.38 | NA | NA | NA | … | … | 3.07 | 3.88 | 2.90 | 3.44 | 4.06 | 1.71 | 7.99 | 1.93 | 1.62 | 1.86 |
| Draw Down(%) | NA | 3.23 | 4.57 | 14.48 | NA | NA | NA | … | … | 3.23 | 4.27 | 2.12 | 4.78 | 13.90 | 2.26 | 12.87 | 1.59 | 1.54 | 1.58 |
| Yield(%) | 0.00 | 3.49 | 3.44 | 2.71 | 2.53 | 1.69 | 1.26 | … | … | 1.24 | 3.68 | 3.39 | 3.08 | 2.33 | 2.13 | 2.58 | 3.00 | 2.83 | 1.10 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LOISX (Lord Abbett Intermediate Tax Free Cl F3) |
-2.48%
Oct 2019 – Oct 2022 |
0.22%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOISX (Lord Abbett Intermediate Tax Free Cl F3) |
5.89%
Oct 2022 – Oct 2025 |
1.99%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart