Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LINJX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS I) | 1.84% | 8.28% | 3.54% | 0.26% | 2.15% | 3.41% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINJX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS I) | 02/04/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 8.28 | 3.54 | 0.26 | 2.15 | 3.41 | NA | … | … | 1.84 | 3.06 | 1.43 | 7.92 | -12.50 | 3.22 | 4.86 | 8.70 | 1.72 | 6.05 | 0.99 | 2.68 | 12.32 | -5.81 | 10.95 | 11.39 |
| Sharpe Ratio | NA | 1.59 | 0.03 | -0.48 | 0.10 | NA | NA | … | … | 0.38 | 0.03 | -0.58 | 0.90 | -2.34 | 1.52 | 0.48 | 3.26 | 0.15 | 2.05 | 0.25 | 0.98 | 4.61 | -1.33 | 3.54 | 3.95 |
| Standard Deviation(%) | NA | 3.24 | 4.72 | 4.77 | 4.82 | NA | NA | … | … | 3.50 | 5.79 | 3.76 | 4.80 | 5.98 | 2.10 | 9.58 | 2.22 | 2.27 | 2.64 | 3.09 | 2.71 | 2.67 | 4.39 | 3.10 | 3.20 |
| Draw Down(%) | NA | 2.71 | 6.83 | 18.18 | 18.18 | NA | NA | … | … | 2.71 | 6.04 | 2.69 | 6.65 | 17.91 | 2.59 | 14.13 | 1.71 | 1.97 | 1.60 | 6.19 | 3.47 | 1.69 | 10.60 | 2.31 | 1.78 |
| Yield(%) | 0.00 | 3.31 | 3.25 | 2.59 | 2.76 | 3.39 | 2.66 | … | … | 1.19 | 3.36 | 3.24 | 3.17 | 2.25 | 2.24 | 2.63 | 2.94 | 2.68 | 3.08 | 3.07 | 3.60 | 3.93 | 3.54 | 4.09 | 2.87 |
Data as of 06/08/2026, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINJX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS I) |
-3.43%
Oct 2019 – Oct 2022 |
-0.15%
Jul 2020 – Jul 2025 |
1.48%
Oct 2012 – Oct 2022 |
3.43%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINJX (LORD ABBETT NEW JERSEY TAX-FREE INCOME FUND CLASS I) |
7.92%
Aug 2013 – Aug 2016 |
6.37%
Mar 2011 – Mar 2016 |
5.20%
Mar 2011 – Mar 2021 |
3.55%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart