Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACLBX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS B) | NA | 0.00% | 0.73% | 0.52% | 2.02% | 1.87% | NA | … | … |
Data as of 10/31/2017, Common starting date is 02/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACLBX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS B) | 02/19/2002 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.73 | 0.52 | 2.02 | 1.87 | NA | … | … | 0.00 | 1.71 | 0.64 | 2.98 | -2.63 | 2.45 | 6.28 | 1.99 | 5.79 | 0.33 | 2.94 | 2.18 | 0.60 | 0.77 | 1.41 | 2.49 |
| Sharpe Ratio | NA | 0.00 | 0.45 | 0.25 | 0.92 | NA | NA | … | … | 0.00 | 1.29 | 0.44 | 2.16 | -1.22 | 1.52 | 3.52 | 0.99 | 2.32 | -0.17 | -0.05 | -0.75 | -0.92 | -0.07 | 0.32 | 0.86 |
| Standard Deviation(%) | NA | NA | 1.08 | 1.45 | 1.94 | NA | NA | … | … | NA | 1.17 | 1.38 | 1.37 | 2.18 | 1.59 | 1.78 | 1.92 | 2.45 | 3.43 | 1.53 | 1.50 | 1.71 | 2.49 | 2.22 | 2.06 |
| Draw Down(%) | NA | 0.00 | 2.29 | 5.25 | 6.04 | NA | NA | … | … | 0.00 | 1.05 | 2.29 | 1.01 | 4.91 | 1.51 | 1.78 | 3.70 | 2.67 | 6.04 | 1.38 | 1.06 | 2.00 | 4.83 | 4.04 | 3.29 |
| Yield(%) | 0.00 | 0.00 | 0.59 | 0.92 | 1.75 | 1.72 | 1.35 | … | … | 0.00 | 0.60 | 0.90 | 1.21 | 1.50 | 2.03 | 2.26 | 3.12 | 2.65 | 2.51 | 2.33 | 2.14 | 2.12 | 1.25 | 1.05 | 1.19 |
Data as of 10/31/2017, Common starting date is 02/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLBX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS B) |
-0.12%
Nov 2012 – Nov 2015 |
0.52%
Sep 2012 – Sep 2017 |
2.04%
Dec 2003 – Dec 2013 |
1.72%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACLBX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS B) |
4.68%
Jun 2009 – Jun 2012 |
3.79%
Jul 2007 – Jul 2012 |
2.69%
Nov 2002 – Nov 2012 |
2.05%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart