LISAX vs. LAFFX
Compare and contrast key facts about Lord Abbett Intermediate Tax Free Fund (LISAX) and Lord Abbett Affiliated Fund (LAFFX).
LISAX is managed by Lord Abbett. It was launched on Jun 29, 2003. LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950.
Performance
LISAX vs. LAFFX - Performance Comparison
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LISAX vs. LAFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LISAX Lord Abbett Intermediate Tax Free Fund | -0.50% | 5.22% | 2.15% | 5.89% | -10.61% | 2.08% | 4.16% | 7.85% | 1.14% | 5.09% |
LAFFX Lord Abbett Affiliated Fund | 1.20% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
Returns By Period
In the year-to-date period, LISAX achieves a -0.50% return, which is significantly lower than LAFFX's 1.20% return. Over the past 10 years, LISAX has underperformed LAFFX with an annualized return of 1.89%, while LAFFX has yielded a comparatively higher 10.15% annualized return.
LISAX
- 1D
- 0.20%
- 1M
- -2.58%
- YTD
- -0.50%
- 6M
- 0.96%
- 1Y
- 4.03%
- 3Y*
- 3.35%
- 5Y*
- 0.65%
- 10Y*
- 1.89%
LAFFX
- 1D
- 2.17%
- 1M
- -5.28%
- YTD
- 1.20%
- 6M
- 4.19%
- 1Y
- 16.39%
- 3Y*
- 15.98%
- 5Y*
- 9.60%
- 10Y*
- 10.15%
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LISAX vs. LAFFX - Expense Ratio Comparison
Both LISAX and LAFFX have an expense ratio of 0.71%.
Return for Risk
LISAX vs. LAFFX — Risk / Return Rank
LISAX
LAFFX
LISAX vs. LAFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Intermediate Tax Free Fund (LISAX) and Lord Abbett Affiliated Fund (LAFFX). 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.
| LISAX | LAFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.10 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.52 | 1.57 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.25 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 1.62 | -0.32 |
Martin ratioReturn relative to average drawdown | 4.57 | 7.39 | -2.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LISAX | LAFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.10 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.66 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.58 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.44 | +0.50 |
Correlation
The correlation between LISAX and LAFFX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
LISAX vs. LAFFX - Dividend Comparison
LISAX's dividend yield for the trailing twelve months is around 3.45%, less than LAFFX's 7.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LISAX Lord Abbett Intermediate Tax Free Fund | 3.45% | 3.95% | 2.91% | 2.51% | 1.80% | 2.06% | 2.33% | 2.85% | 2.62% | 2.42% | 2.60% | 2.82% |
LAFFX Lord Abbett Affiliated Fund | 7.11% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
Drawdowns
LISAX vs. LAFFX - Drawdown Comparison
The maximum LISAX drawdown since its inception was -15.18%, smaller than the maximum LAFFX drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for LISAX and LAFFX.
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Drawdown Indicators
| LISAX | LAFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.18% | -60.50% | +45.32% |
Max Drawdown (1Y)Largest decline over 1 year | -3.71% | -10.94% | +7.23% |
Max Drawdown (5Y)Largest decline over 5 years | -15.18% | -19.50% | +4.32% |
Max Drawdown (10Y)Largest decline over 10 years | -15.18% | -39.59% | +24.41% |
Current DrawdownCurrent decline from peak | -2.85% | -5.59% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -2.17% | -9.05% | +6.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 2.40% | -1.34% |
Volatility
LISAX vs. LAFFX - Volatility Comparison
The current volatility for Lord Abbett Intermediate Tax Free Fund (LISAX) is 1.03%, while Lord Abbett Affiliated Fund (LAFFX) has a volatility of 4.55%. This indicates that LISAX experiences smaller price fluctuations and is considered to be less risky than LAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LISAX | LAFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.03% | 4.55% | -3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 1.62% | 8.30% | -6.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.85% | 15.27% | -11.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.33% | 14.64% | -11.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.67% | 17.44% | -13.77% |