Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LONSX (Lord Abbett National Tax Free Cl F3) | 1.83% | 7.28% | 4.05% | 0.11% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LONSX (Lord Abbett National Tax Free Cl F3) | 04/05/2017 | 06/10/2026 |
| 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 (%) | -0.10 | 7.28 | 4.05 | 0.11 | NA | NA | NA | … | … | 1.83 | 2.75 | 3.11 | 7.84 | -13.72 | 3.58 | 5.11 | 9.54 | 1.06 | 3.87 |
| Sharpe Ratio | NA | 1.41 | 0.17 | -0.48 | NA | NA | NA | … | … | 0.56 | -0.02 | -0.14 | 0.86 | -2.59 | 1.72 | 0.47 | 3.65 | -0.16 | 2.06 |
| Standard Deviation(%) | NA | 3.28 | 4.70 | 4.72 | NA | NA | NA | … | … | 3.65 | 5.56 | 3.73 | 4.93 | 5.84 | 2.08 | 10.29 | 2.21 | 2.11 | 2.20 |
| Draw Down(%) | NA | 2.96 | 7.00 | 19.66 | NA | NA | NA | … | … | 2.96 | 5.87 | 2.80 | 7.00 | 19.11 | 2.70 | 15.62 | 1.76 | 2.02 | 1.49 |
| Yield(%) | 0.00 | 3.96 | 3.87 | 3.00 | 2.95 | 1.97 | 1.48 | … | … | 1.42 | 4.05 | 3.81 | 3.69 | 2.74 | 2.54 | 3.03 | 3.49 | 3.46 | 1.43 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| LONSX (Lord Abbett National Tax Free Cl F3) |
-3.69%
Oct 2019 – Oct 2022 |
-0.13%
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 |
|---|---|---|---|---|
| LONSX (Lord Abbett National Tax Free Cl F3) |
6.50%
Jul 2018 – Jul 2021 |
2.10%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart