Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYLAX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS C) | 1.50% | 6.18% | 2.85% | -0.79% | 1.03% | 2.35% | 2.42% | … | … |
Data as of 06/10/2026, Common starting date is 08/08/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYLAX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS C) | 08/08/1996 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 6.18 | 2.85 | -0.79 | 1.03 | 2.35 | 2.42 | … | … | 1.50 | 1.64 | 1.25 | 7.43 | -13.86 | 2.25 | 3.78 | 7.63 | 0.36 | 4.04 | -0.12 | 2.49 | 10.77 | -5.54 | 9.84 | 8.60 | 0.26 | 22.27 | -13.21 | -0.49 | 3.98 | 2.19 | 3.34 | 3.70 | 8.93 | 3.72 | 13.42 | -5.58 | 5.33 | 7.80 | 1.96 |
| Sharpe Ratio | NA | 1.10 | -0.09 | -0.67 | -0.12 | NA | NA | … | … | 0.36 | -0.22 | -0.63 | 0.76 | -2.63 | 1.15 | 0.37 | 3.11 | -0.56 | 1.52 | -0.13 | 1.26 | 5.34 | -1.49 | 3.96 | 2.59 | 0.05 | 4.96 | -1.49 | -1.35 | 0.25 | -0.03 | 0.69 | 0.82 | 2.29 | 0.40 | 3.13 | -3.17 | 0.64 | 1.40 | 0.36 |
| Standard Deviation(%) | NA | 3.12 | 4.72 | 4.73 | 4.70 | NA | NA | … | … | 3.47 | 5.64 | 3.76 | 4.99 | 5.84 | 1.93 | 9.42 | 1.98 | 1.84 | 2.23 | 2.61 | 1.96 | 2.01 | 3.73 | 2.49 | 3.30 | 3.48 | 4.47 | 9.48 | 2.70 | 2.25 | 2.66 | 3.42 | 3.65 | 3.40 | 3.23 | 2.94 | 2.83 | 2.91 | 2.92 | 3.88 |
| Draw Down(%) | NA | 2.73 | 7.64 | 20.05 | 20.05 | NA | NA | … | … | 2.73 | 6.06 | 2.85 | 7.64 | 19.12 | 2.71 | 13.85 | 1.83 | 1.90 | 2.16 | 6.32 | 2.56 | 1.37 | 9.47 | 2.07 | 4.00 | 6.71 | 3.25 | 19.85 | 4.12 | 1.69 | 2.76 | 5.74 | 6.36 | 4.03 | 3.55 | 3.51 | 7.04 | 2.49 | 2.54 | 2.75 |
| Yield(%) | 0.00 | 2.77 | 2.62 | 1.94 | 1.90 | 2.40 | 2.60 | … | … | 1.01 | 2.79 | 2.54 | 2.42 | 1.60 | 0.98 | 1.68 | 1.90 | 1.93 | 1.94 | 2.06 | 2.45 | 2.83 | 2.61 | 3.19 | 4.02 | 3.56 | 4.62 | 3.78 | 3.60 | 3.63 | 3.56 | 3.61 | 3.90 | 4.29 | 4.31 | 4.81 | 3.97 | 4.32 | 4.84 | 1.93 |
Data as of 06/10/2026, Common starting date is 08/08/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYLAX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS C) |
-4.66%
Oct 2019 – Oct 2022 |
-1.31%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYLAX (LORD ABBETT NEW YORK TAX-FREE INCOME FUND CLASS C) |
10.01%
Dec 2008 – Dec 2011 |
6.91%
Jan 2000 – Jan 2005 |
5.04%
Dec 2008 – Dec 2018 |
4.65%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart