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PCIMX: CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info 9.2 0(0.0%) July 01
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 09/29/1999 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.13% |
| Expenses | 0.55% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/23/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -0.2 | 1.4 | 3.2 | 0.8 | 2.0 | 2.4 | 2.6 | 3.2 | 1.7 | 5.8 | -6.7 | 0.5 | 4.2 | 6.3 | 1.1 | 4.7 | -0.6 | 3.0 | 5.2 | -1.2 | 6.2 | 6.0 | 5.1 | 14.1 | -7.8 | 0.6 | 4.7 | 2.1 | 2.8 | 3.2 | 6.4 | 6.0 | 10.6 | -0.1 |
| Sharpe Ratio | NA | -0.72 | -0.42 | -0.06 | -0.43 | 0.17 | NA | NA | 0.63 | -1.67 | 0.5 | -2.46 | 0.32 | 0.62 | 2.88 | -0.16 | 1.99 | -0.34 | 1.65 | 3.22 | -0.52 | 3.07 | 2.56 | 2.1 | 4.07 | -1.67 | -0.99 | 0.65 | -0.03 | 0.75 | 0.97 | 2.23 | 1.54 | 3.42 | -1.48 |
| Draw Down(%) | NA | 4.1 | 4.1 | 4.8 | 10.8 | 10.8 | NA | NA | 13.0 | 2.0 | 4.4 | 10.3 | 1.8 | 10.0 | 1.5 | 1.7 | 1.5 | 5.0 | 2.0 | 1.1 | 5.0 | 1.6 | 2.0 | 3.1 | 3.1 | 13.0 | 2.8 | 1.1 | 1.2 | 4.3 | 3.4 | 3.2 | 2.6 | 1.2 | 1.5 |
| Standard Deviation(%) | NA | 5.4 | 4.4 | 3.5 | 3.1 | 3.2 | NA | NA | 2.9 | 2.9 | 3.2 | 3.3 | 1.4 | 6.4 | 1.7 | 1.6 | 2.1 | 2.3 | 1.8 | 1.6 | 2.4 | 2.0 | 2.3 | 2.4 | 3.4 | 5.2 | 2.4 | 2.2 | 1.9 | 2.5 | 2.5 | 2.4 | 2.5 | 1.9 | 2.6 |
| Treynor Ratio | NA | -0.05 | -0.03 | 0.0 | -0.02 | 0.01 | NA | NA | 0.03 | -0.07 | 0.02 | -0.14 | 0.01 | 0.06 | 0.07 | 0.0 | 0.06 | -0.01 | 0.05 | 0.08 | -0.02 | 0.1 | 0.13 | 0.08 | 0.2 | -0.13 | -0.03 | 0.02 | 0.0 | 0.04 | 0.05 | 0.1 | 0.06 | 0.13 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.72 | 0.72 | 0.66 | 0.65 | 0.68 | NA | NA | 0.63 | 0.72 | 0.64 | 0.57 | 0.61 | 0.71 | 0.69 | 0.67 | 0.66 | 0.62 | 0.64 | 0.62 | 0.56 | 0.62 | 0.45 | 0.6 | 0.71 | 0.64 | 0.71 | 0.79 | 0.45 | 0.44 | 0.45 | 0.53 | 0.65 | 0.5 | 0.56 |
| RSquared | NA | 0.95 | 0.94 | 0.9 | 0.89 | 0.9 | NA | NA | 0.78 | 0.89 | 0.91 | 0.86 | 0.69 | 0.96 | 0.76 | 0.77 | 0.75 | 0.82 | 0.77 | 0.7 | 0.81 | 0.57 | 0.32 | 0.74 | 0.67 | 0.79 | 0.77 | 0.8 | 0.46 | 0.53 | 0.52 | 0.71 | 0.7 | 0.66 | 0.68 |
| Yield(%) | N/A | 1.1 | 2.9 | 2.9 | 2.3 | 2.5 | 2.6 | 2.9 | N/A | 3.3 | 3.0 | 2.1 | 1.6 | 2.1 | 2.4 | 2.5 | 2.6 | 2.4 | 2.5 | 2.3 | 2.1 | 2.9 | 3.8 | 3.8 | 4.5 | 4.2 | 4.0 | 4.0 | 4.0 | 4.0 | 4.1 | 4.9 | 8.3 | 4.8 | 1.4 |
| Dividend Growth(%) | N/A | -67.1 | -8.2 | 39.5 | -2.4 | -28.1 | N/A | N/A | N/A | 15.8 | 29.4 | 25.6 | -21.5 | -8.8 | -5.9 | 0.2 | 3.3 | -3.2 | 14.2 | 3.8 | -23.4 | -24.1 | 2.3 | -8.5 | -5.4 | 1.5 | 2.0 | -1.3 | -2.7 | -4.0 | -14.6 | -42.7 | 83.2 | 237.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/2000
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See Muni California Intermediate Asset Class Trend Rankings |
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