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LNJFX: LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS F (MUTUAL FUND)
Basic Info 4.74 0.01(0.21%) June 05
| Asset Class: | Muni New Jersey |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 10/03/2007 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.15% |
| Expenses | 0.82% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.0 | 1.5 | 7.7 | 3.6 | 0.3 | 2.1 | 3.4 | 3.1 | 3.2 | 1.8 | 7.8 | -12.6 | 2.9 | 4.8 | 8.4 | 1.9 | 6.2 | 1.0 | 2.5 | 12.2 | -5.8 | 10.9 | 10.6 | 1.3 | 22.4 | -14.9 | -1.1 |
| Sharpe Ratio | NA | 0.32 | 1.57 | 0.08 | -0.47 | 0.1 | NA | 0.45 | 0.06 | -0.48 | 0.85 | -2.32 | 1.34 | 0.47 | 3.24 | 0.21 | 2.07 | 0.25 | 0.97 | 4.5 | -1.35 | 3.56 | 2.71 | 0.28 | 5.04 | -1.74 | -2.13 |
| Draw Down(%) | NA | 2.7 | 2.7 | 6.8 | 18.4 | 18.4 | NA | 21.0 | 6.0 | 2.7 | 6.7 | 18.1 | 2.6 | 14.1 | 1.5 | 2.0 | 1.6 | 6.0 | 3.5 | 1.7 | 10.6 | 2.3 | 4.4 | 7.5 | 3.0 | 21.0 | 1.8 |
| Standard Deviation(%) | NA | 3.4 | 3.2 | 4.7 | 4.8 | 4.8 | NA | 4.7 | 5.7 | 3.7 | 5.0 | 6.0 | 2.1 | 9.6 | 2.1 | 2.3 | 2.7 | 2.9 | 2.5 | 2.7 | 4.4 | 3.1 | 3.9 | 4.2 | 4.4 | 9.1 | 3.2 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.0 | -0.02 | 0.0 | NA | 0.02 | 0.0 | -0.02 | 0.04 | -0.13 | 0.03 | 0.04 | 0.09 | 0.01 | 0.07 | 0.01 | 0.03 | 0.13 | -0.05 | 0.1 | 0.09 | 0.01 | 0.22 | -0.12 | -0.12 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.04 | -0.05 | -0.03 |
| Beta | NA | 0.97 | 0.95 | 0.96 | 1.0 | 1.0 | NA | 1.05 | 1.0 | 0.9 | 0.96 | 1.09 | 0.89 | 1.07 | 0.79 | 0.84 | 0.79 | 0.78 | 0.8 | 0.96 | 1.09 | 1.06 | 1.2 | 1.18 | 1.0 | 1.34 | 0.56 |
| RSquared | NA | 0.89 | 0.81 | 0.9 | 0.89 | 0.89 | NA | 0.81 | 0.92 | 0.85 | 0.89 | 0.92 | 0.55 | 0.97 | 0.65 | 0.66 | 0.63 | 0.74 | 0.61 | 0.63 | 0.84 | 0.66 | 0.64 | 0.67 | 0.63 | 0.8 | 0.31 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | 3.3 | 3.1 | 3.1 | 2.2 | 1.7 | 2.5 | 2.8 | 2.8 | 3.0 | 3.3 | 3.4 | 3.8 | 3.5 | 4.0 | 4.7 | 4.8 | 5.3 | 4.4 | 0.7 |
| Dividend Growth(%) | N/A | -66.6 | N/A | N/A | N/A | N/A | N/A | N/A | 6.4 | 3.4 | 20.0 | 27.2 | -29.8 | -5.6 | -0.8 | -2.8 | -9.9 | -5.3 | -3.4 | -1.1 | -6.8 | -10.3 | -5.3 | 5.6 | -2.7 | 508.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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