Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Lord Abbett Intermediate Tax Free Fund (LISFX)

9.96
-0.11
(-1.09%)
At close: 8:03:57 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.13%
5y Average Return 2.13%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 4, 2025) 9.98%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 9.98%
Worst 3Y Total Return -1.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LISFX
Category
YTD
0.08%
1.33%
1-Month
-1.56%
0.30%
3-Month
0.08%
1.53%
1-Year
2.07%
4.61%
3-Year
1.66%
4.51%
5-Year
1.49%
2.72%
10-Year
1.94%
3.64%
Last Bull Market
3.93%
5.19%
Last Bear Market
-3.80%
5.33%

Annual Total Return (%) History

Year
LISFX
Category
2025
--
--
2024
2.49%
--
2023
6.15%
--
2022
-10.00%
--
2021
2.18%
--
2020
4.25%
4.51%
2019
7.82%
6.91%
2018
1.14%
0.78%

2017
5.18%
4.61%
2016
-0.54%
-0.20%
2015
2.96%
2.50%
2014
8.46%
6.77%
2013
-2.66%
-2.27%
2012
6.42%
5.62%
2011
9.98%
9.00%
2010
3.60%
2.22%
2009
12.19%
11.41%
2008
-0.26%
-2.32%
2007
--
2.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.08% -- -- --
2024 0.49% 0.42% 2.50% -0.92%
2023 2.60% 0.22% -2.74% 6.14%
2022 -6.73% -3.80% -2.98% 3.39%
2021 -0.02% 1.98% -0.46% 0.68%
2020 -3.05% 3.36% 1.24% 2.76%
2019 3.10% 2.37% 1.58% 0.57%
2018 -1.02% 0.95% 0.11% 1.10%
2017 1.72% 1.77% 1.34% 0.26%
2016 1.53% 2.40% 0.08% -4.41%

2015 1.17% -1.22% 1.48% 1.53%
2014 3.13% 2.39% 1.50% 1.19%
2013 0.67% -3.18% -0.13% -0.00%
2012 1.46% 1.90% 2.12% 0.79%
2011 0.41% 3.81% 3.00% 2.43%
2010 1.68% 2.07% 3.40% -3.46%
2009 4.22% 1.93% 6.58% -0.92%
2008 0.68% 0.14% -1.42% 0.34%
2007 1.18% -- -- --

Rank in Category (By Total Return)

YTD 38
1-Month 63
3-Month 38
1-Year 31
3-Year 45
5-Year 28

Load Adjusted Returns

1-Year 2.07%
3-Year 1.66%
5-Year 1.49%
10-Year 1.94%

Performance & Risk

YTD Return 1.13%
5y Average Return 2.13%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category Muni National Interm
Fund Family Lord Abbett
Net Assets 4.98B
YTD Return 0.08%
Yield 3.37%
Morningstar Rating
Inception Date Jun 30, 2003

Fund Summary

In pursuing its investment objective, the fund uses the volatility of the Bloomberg 1-15 Year Municipal Bond Index as an approximation of reasonable risk. Under normal conditions, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in municipal bonds that pay interest exempt from federal income tax.

Related Tickers