Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYLIX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS I) | 1.98% | 7.01% | 3.72% | 0.18% | 1.91% | 3.19% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYLIX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS I) | 02/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 7.01 | 3.72 | 0.18 | 1.91 | 3.19 | NA | … | … | 1.98 | 2.52 | 2.07 | 8.40 | -13.33 | 3.22 | 4.74 | 8.51 | 0.86 | 4.99 | 0.50 | 3.35 | 11.68 | -4.80 | 10.87 | 9.12 |
| Sharpe Ratio | NA | 1.30 | 0.19 | -0.49 | 0.06 | NA | NA | … | … | 0.47 | -0.07 | -0.40 | 0.95 | -2.51 | 1.60 | 0.47 | 3.42 | -0.27 | 1.88 | 0.11 | 1.61 | 5.61 | -1.28 | 4.20 | 3.65 |
| Standard Deviation(%) | NA | 3.21 | 4.78 | 4.78 | 4.74 | NA | NA | … | … | 3.56 | 5.66 | 3.85 | 5.03 | 5.89 | 2.01 | 9.44 | 2.06 | 1.93 | 2.32 | 2.64 | 2.06 | 2.08 | 3.77 | 2.60 | 2.74 |
| Draw Down(%) | NA | 2.72 | 7.53 | 19.27 | 19.27 | NA | NA | … | … | 2.72 | 5.99 | 2.85 | 7.53 | 18.78 | 2.62 | 13.82 | 1.85 | 1.92 | 2.02 | 6.29 | 2.32 | 1.30 | 9.19 | 2.06 | 1.57 |
| Yield(%) | 0.00 | 3.56 | 3.43 | 2.67 | 2.66 | 3.25 | 2.53 | … | … | 1.30 | 3.62 | 3.33 | 3.24 | 2.27 | 1.95 | 2.51 | 2.77 | 2.51 | 2.78 | 2.67 | 3.27 | 3.71 | 3.43 | 4.10 | 2.90 |
Data as of 06/04/2026, Common starting date is 02/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYLIX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS I) |
-3.86%
Oct 2019 – Oct 2022 |
-0.53%
Oct 2017 – Oct 2022 |
1.22%
Oct 2012 – Oct 2022 |
3.21%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYLIX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS I) |
7.79%
Aug 2013 – Aug 2016 |
6.09%
Mar 2011 – Mar 2016 |
4.82%
Apr 2011 – Apr 2021 |
3.28%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart