LISAX vs. CGMU

In the year-to-date period, LISAX achieves a -0.74% return, which is significantly lower than CGMU's -0.23% return.

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LISAX has a 0.71% expense ratio, which is higher than CGMU's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Intermediate Tax Free Fund (LISAX) and Capital Group Municipal Income ETF (CGMU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current LISAX Sharpe Ratio is 0.57, which is comparable to the CGMU Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of LISAX and CGMU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LISAX's dividend yield for the trailing twelve months is around 3.06%, more than CGMU's 2.99% yield.

The maximum LISAX drawdown since its inception was -14.69%, which is greater than CGMU's maximum drawdown of -4.10%. Use the drawdown chart below to compare losses from any high point for LISAX and CGMU.

The current volatility for Lord Abbett Intermediate Tax Free Fund (LISAX) is 0.58%, while Capital Group Municipal Income ETF (CGMU) has a volatility of 0.93%. This indicates that LISAX experiences smaller price fluctuations and is considered to be less risky than CGMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.