Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNYFX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS F) | 1.75% | 6.79% | 3.55% | -0.06% | 1.75% | 3.09% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNYFX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS F) | 10/03/2007 | 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 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.79 | 3.55 | -0.06 | 1.75 | 3.09 | NA | … | … | 1.75 | 2.30 | 1.96 | 8.30 | -13.12 | 2.67 | 4.64 | 8.28 | 1.09 | 4.79 | 0.64 | 3.25 | 11.55 | -4.80 | 10.63 | 9.47 | 0.41 | 17.39 | -16.54 | -1.55 |
| Sharpe Ratio | NA | 1.27 | 0.07 | -0.51 | 0.03 | NA | NA | … | … | 0.51 | -0.10 | -0.43 | 0.93 | -2.46 | 1.34 | 0.47 | 3.24 | -0.15 | 1.80 | 0.16 | 1.58 | 5.38 | -1.27 | 4.18 | 2.78 | 0.09 | 4.05 | -1.85 | -3.60 |
| Standard Deviation(%) | NA | 3.18 | 4.80 | 4.80 | 4.75 | NA | NA | … | … | 3.59 | 5.71 | 3.86 | 5.02 | 5.93 | 1.98 | 9.39 | 2.10 | 1.92 | 2.30 | 2.67 | 2.03 | 2.14 | 3.82 | 2.55 | 3.40 | 3.55 | 4.27 | 9.41 | 2.41 |
| Draw Down(%) | NA | 2.72 | 7.45 | 19.23 | 19.23 | NA | NA | … | … | 2.72 | 6.00 | 2.85 | 7.45 | 18.56 | 2.62 | 13.82 | 1.85 | 1.91 | 2.13 | 6.10 | 2.26 | 1.31 | 9.29 | 1.98 | 3.99 | 6.58 | 3.24 | 22.64 | 2.26 |
| Yield(%) | 0.00 | 3.45 | 3.32 | 2.57 | 2.57 | 3.15 | 2.53 | … | … | 1.26 | 3.51 | 3.22 | 3.15 | 2.40 | 1.40 | 2.41 | 2.64 | 2.65 | 2.67 | 2.82 | 3.18 | 3.60 | 3.33 | 3.97 | 4.75 | 3.72 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNYFX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS F) |
-4.02%
Oct 2019 – Oct 2022 |
-0.61%
Oct 2017 – Oct 2022 |
1.16%
Oct 2012 – Oct 2022 |
2.28%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNYFX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS F) |
8.87%
Dec 2008 – Dec 2011 |
6.34%
Jan 2011 – Jan 2016 |
5.25%
Dec 2008 – Dec 2018 |
4.10%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart