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CFNTX: Shelton California Tax-Free Income (MUTUAL FUND)
Basic Info 10.8 0.02(0.18%) February 03
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 11/19/1987 |
| Last Dividend Date: | 01/31/2023 |
| 12-Mo. Yield | 1.93% |
| Expenses | 0.72% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 2.2 | -0.9 | -0.0 | 1.6 | 1.7 | 2.6 | 4.7 | -4.9 | 0.4 | 3.2 | 4.8 | 1.0 | 3.4 | -0.5 | 2.2 | 6.5 | -1.1 | 6.6 | 8.8 | 1.4 | 8.6 | -1.8 | 2.7 | 2.7 | -0.6 | 2.4 | 3.4 | 9.4 | 2.6 | 12.4 | -3.6 | 6.3 | 9.3 | 3.1 | 20.6 | -8.6 | 36.9 | -8.7 | 11.6 | 6.7 | 9.9 | 11.3 | -1.3 | 16.1 |
| SR | NA | 10.92 | -0.83 | -0.15 | 0.22 | 0.42 | NA | 0.49 | -2.07 | 0.34 | 0.48 | 2.59 | -0.29 | 1.69 | -0.4 | 1.4 | 4.21 | -0.46 | 3.81 | 3.79 | 0.5 | 2.66 | -0.5 | -0.17 | -0.29 | -0.87 | 0.34 | 0.69 | 1.83 | 0.08 | 3.89 | -2.62 | 0.96 | 1.69 | -0.06 | 3.32 | -1.72 | 1.88 | -0.62 | 3.5 | 0.42 | 1.56 | 2.48 | -0.89 | 3.1 |
| DD(%) | NA | 0.2 | 6.7 | 9.8 | 9.8 | 9.8 | NA | 16.4 | 8.2 | 1.4 | 9.8 | 1.4 | 1.5 | 1.7 | 4.5 | 2.0 | 1.1 | 4.7 | 1.5 | 2.3 | 5.3 | 3.1 | 8.9 | 1.9 | 1.7 | 3.5 | 6.8 | 7.1 | 5.9 | 4.9 | 2.6 | 6.1 | 2.7 | 3.1 | 7.1 | 3.3 | 13.1 | 3.9 | 16.4 | 1.7 | 4.0 | 2.3 | 1.9 | 12.5 | 4.6 |
| SD(%) | NA | 2.1 | 3.1 | 4.0 | 3.2 | 2.6 | NA | 5.4 | 3.0 | 1.2 | 6.2 | 1.3 | 1.2 | 1.6 | 1.9 | 1.5 | 1.5 | 2.6 | 1.7 | 2.3 | 2.7 | 3.2 | 5.4 | 2.0 | 2.1 | 3.2 | 4.1 | 4.0 | 4.5 | 3.0 | 2.2 | 2.6 | 3.1 | 3.4 | 6.3 | 5.0 | 6.7 | 18.4 | 17.8 | 2.2 | 3.5 | 2.7 | 2.7 | 6.0 | 4.4 |
| TR | NA | 0.41 | -0.05 | -0.01 | 0.01 | 0.02 | NA | 0.04 | -0.12 | 0.01 | 0.04 | 0.07 | -0.01 | 0.06 | -0.02 | 0.04 | 0.12 | -0.02 | 0.11 | 0.14 | 0.02 | 0.12 | -0.04 | -0.01 | -0.01 | -0.05 | 0.02 | 0.03 | 0.08 | 0.0 | 0.18 | -0.11 | 0.04 | 0.07 | 0.0 | 0.22 | -0.16 | 0.4 | -0.24 | 0.19 | 0.03 | 0.1 | 0.23 | -0.15 | 0.51 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.02 | -0.02 | 0.09 | -0.05 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.04 |
| Beta(%) | NA | 0.57 | 0.51 | 0.63 | 0.62 | 0.6 | NA | 0.6 | 0.51 | 0.48 | 0.69 | 0.5 | 0.42 | 0.49 | 0.49 | 0.5 | 0.53 | 0.59 | 0.59 | 0.65 | 0.69 | 0.73 | 0.73 | 0.55 | 0.49 | 0.58 | 0.84 | 0.91 | 0.99 | 0.78 | 0.48 | 0.64 | 0.74 | 0.77 | 0.98 | 0.77 | 0.74 | 0.87 | 0.46 | 0.42 | 0.44 | 0.41 | 0.29 | 0.36 | 0.27 |
| RS | NA | 0.86 | 0.9 | 0.91 | 0.89 | 0.84 | NA | 0.25 | 0.89 | 0.63 | 0.95 | 0.66 | 0.51 | 0.68 | 0.72 | 0.65 | 0.57 | 0.8 | 0.68 | 0.66 | 0.79 | 0.81 | 0.92 | 0.66 | 0.35 | 0.28 | 0.72 | 0.85 | 0.67 | 0.69 | 0.47 | 0.57 | 0.63 | 0.66 | 0.78 | 0.61 | 0.71 | 0.03 | 0.02 | 0.43 | 0.37 | 0.36 | 0.28 | 0.5 | 0.06 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/1987
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