Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HYMAX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS A) | 2.42% | 6.75% | 5.08% | 0.05% | 2.67% | 4.07% | 2.80% | … | … |
Data as of 06/08/2026, Common starting date is 12/30/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYMAX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS A) | 12/30/2004 | 06/08/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.75 | 5.08 | 0.05 | 2.67 | 4.07 | 2.80 | … | … | 2.42 | 2.15 | 6.24 | 7.27 | -16.76 | 5.29 | 3.50 | 11.48 | 3.79 | 6.30 | 2.67 | 3.67 | 14.49 | -7.01 | 18.01 | 4.54 | 3.68 | 36.12 | -32.53 | -7.34 | 9.39 | 6.15 | 0.16 |
| Sharpe Ratio | NA | 1.11 | 0.36 | -0.48 | 0.20 | NA | NA | … | … | 0.87 | -0.12 | 0.70 | 0.70 | -2.79 | 2.51 | 0.29 | 4.86 | 1.10 | 2.46 | 0.88 | 1.73 | 6.59 | -1.49 | 6.93 | 1.28 | 0.92 | 6.78 | -3.53 | -2.85 | 2.62 | 1.27 | NA |
| Standard Deviation(%) | NA | 3.51 | 5.00 | 5.11 | 5.29 | NA | NA | … | … | 3.70 | 6.15 | 3.75 | 5.21 | 6.54 | 2.10 | 11.22 | 2.06 | 2.20 | 2.31 | 2.81 | 2.11 | 2.19 | 4.73 | 2.61 | 3.54 | 3.89 | 5.31 | 9.46 | 3.69 | 2.29 | 3.06 | 0.00 |
| Draw Down(%) | NA | 2.78 | 7.51 | 22.60 | 22.60 | NA | NA | … | … | 2.78 | 6.54 | 2.60 | 7.51 | 22.11 | 2.72 | 18.87 | 1.34 | 2.35 | 1.72 | 5.99 | 2.16 | 1.44 | 12.51 | 1.70 | 3.71 | 6.89 | 4.16 | 34.45 | 9.35 | 1.09 | 2.88 | 0.00 |
| Yield(%) | 0.00 | 4.49 | 4.52 | 3.28 | 3.67 | 4.40 | 3.53 | … | … | 1.64 | 4.67 | 4.45 | 4.27 | 2.81 | 2.08 | 3.45 | 4.08 | 3.99 | 4.20 | 4.46 | 4.60 | 5.06 | 4.61 | 5.49 | 6.02 | 5.90 | 8.30 | 5.79 | 4.72 | 5.10 | 5.00 | 0.03 |
Data as of 06/08/2026, Common starting date is 12/30/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMAX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
-11.90%
Dec 2005 – Dec 2008 |
-1.82%
Nov 2006 – Nov 2011 |
1.97%
Oct 2012 – Oct 2022 |
1.94%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMAX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS A) |
13.84%
Dec 2008 – Dec 2011 |
10.12%
Dec 2008 – Dec 2013 |
8.09%
Dec 2008 – Dec 2018 |
5.90%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart