Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACMCX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS C) | 0.06% | 1.04% | 1.86% | 0.31% | 0.82% | 1.10% | 1.51% | 1.53% |
Data as of 07/03/2025, AR inception is 02/19/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACMCX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS C) | 02/19/2002 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 1.04 | 1.86 | 0.31 | 0.82 | 1.10 | 1.51 | 1.53 | 0.06 | 1.29 | 4.08 | -5.57 | -0.21 | 2.49 | 4.20 | 0.09 | 2.05 | -1.43 | 1.07 | 3.22 | -2.47 | 2.39 | 6.28 | 1.99 | 5.79 | 0.39 | 2.87 | 2.30 | 0.52 | 0.77 | 1.40 | 2.28 |
| Sharpe Ratio | NA | -0.66 | -0.54 | -0.75 | -0.22 | NA | NA | 0.15 | -0.72 | -2.42 | -0.08 | -2.69 | -0.23 | 0.39 | 2.39 | -1.07 | 1.05 | -0.96 | 0.76 | 2.33 | -1.14 | 1.47 | 3.54 | 0.98 | 2.33 | -0.15 | -0.08 | -0.63 | -0.93 | -0.07 | 0.31 | 0.74 |
| Standard Deviation(%) | NA | 3.34 | 2.65 | 2.31 | 2.62 | NA | NA | 2.32 | 4.06 | 2.19 | 2.33 | 2.60 | 1.02 | 5.83 | 1.17 | 1.15 | 1.36 | 1.70 | 1.38 | 1.37 | 2.21 | 1.60 | 1.77 | 1.95 | 2.44 | 3.42 | 1.53 | 1.54 | 1.77 | 2.45 | 2.25 | 2.05 |
| Draw Down(%) | NA | 3.47 | 4.54 | 9.64 | 9.90 | NA | NA | 9.90 | 3.23 | 1.77 | 3.44 | 8.62 | 1.49 | 9.90 | 1.37 | 1.52 | 1.65 | 4.24 | 2.16 | 0.99 | 4.84 | 1.51 | 1.78 | 3.71 | 2.67 | 6.04 | 1.38 | 1.07 | 2.00 | 4.89 | 4.04 | 3.29 |
| Yield(%) | 0.00 | 1.83 | 1.72 | 1.27 | 1.22 | 1.47 | 1.70 | 1.68 | 0.78 | 1.93 | 1.75 | 0.96 | 0.61 | 1.01 | 1.19 | 1.28 | 1.20 | 1.02 | 1.27 | 1.52 | 1.52 | 2.04 | 2.26 | 3.13 | 2.66 | 2.50 | 2.33 | 2.20 | 2.11 | 1.25 | 1.04 | 0.99 |
Data as of 07/03/2025, AR inception is 02/19/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACMCX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS C) |
-2.06%
Oct 2019 - Oct 2022 |
-0.56%
Oct 2017 - Oct 2022 |
-0.02%
Oct 2012 - Oct 2022 |
1.08%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACMCX (CALIFORNIA MUNICIPAL PORTFOLIO AB INTERMEDIATE CALIFORNIA MUNICIPAL CLASS C) |
4.68%
Jun 2009 - Jun 2012 |
3.78%
Jul 2007 - Jul 2012 |
2.69%
Nov 2002 - Nov 2012 |
2.11%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart