Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HYMIX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 2.38% | 6.85% | 5.22% | 0.18% | 2.91% | 4.32% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYMIX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS I) | 07/29/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.85 | 5.22 | 0.18 | 2.91 | 4.32 | NA | … | … | 2.38 | 2.35 | 6.45 | 7.48 | -16.63 | 6.01 | 3.78 | 11.61 | 3.98 | 7.57 | 2.50 | 3.79 | 14.59 | -6.89 | 18.30 | 4.64 | -2.63 |
| Sharpe Ratio | NA | 1.15 | 0.40 | -0.43 | 0.25 | NA | NA | … | … | 0.90 | -0.09 | 0.75 | 0.74 | -2.78 | 2.87 | 0.31 | 4.79 | 1.16 | 3.03 | 0.83 | 1.72 | 6.66 | -1.46 | 7.05 | 1.33 | -1.15 |
| Standard Deviation(%) | NA | 3.55 | 5.02 | 5.12 | 5.30 | NA | NA | … | … | 3.73 | 6.17 | 3.79 | 5.21 | 6.53 | 2.09 | 11.23 | 2.12 | 2.24 | 2.29 | 2.75 | 2.18 | 2.19 | 4.74 | 2.61 | 3.47 | 5.35 |
| Draw Down(%) | NA | 2.79 | 7.47 | 22.34 | 22.34 | NA | NA | … | … | 2.79 | 6.53 | 2.61 | 7.47 | 21.96 | 2.62 | 18.90 | 1.34 | 2.32 | 1.61 | 6.21 | 2.12 | 1.34 | 12.37 | 1.70 | 3.80 | 6.79 |
| Yield(%) | 0.00 | 4.67 | 4.71 | 3.47 | 3.85 | 4.60 | 3.51 | … | … | 1.69 | 4.86 | 4.64 | 4.46 | 2.97 | 2.76 | 3.64 | 4.27 | 4.18 | 4.39 | 4.27 | 4.80 | 5.25 | 4.80 | 5.67 | 6.20 | 2.45 |
Data as of 06/10/2026, Common starting date is 07/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMIX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
-4.34%
Oct 2019 – Oct 2022 |
0.20%
Oct 2018 – Oct 2023 |
2.26%
Oct 2012 – Oct 2022 |
3.68%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYMIX (LORD ABBETT HIGH YIELD MUNICIPAL BOND FUND CLASS I) |
9.64%
Aug 2013 – Aug 2016 |
7.38%
Mar 2011 – Mar 2016 |
6.60%
Jan 2011 – Jan 2021 |
4.53%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart