Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACYTX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) | 0.92% | 5.88% | 3.58% | 1.11% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACYTX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) | 04/11/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 5.88 | 3.58 | 1.11 | NA | NA | NA | … | … | 0.92 | 4.33 | 1.99 | 4.98 | -6.59 | 1.40 | 4.02 | 6.67 | 0.95 | 2.23 |
| Sharpe Ratio | NA | 1.52 | 0.21 | -0.47 | NA | NA | NA | … | … | -0.18 | 0.39 | -0.64 | 0.44 | -2.45 | 0.93 | 0.52 | 3.10 | -0.28 | 1.16 |
| Standard Deviation(%) | NA | 2.25 | 3.11 | 2.97 | NA | NA | NA | … | … | 2.57 | 3.73 | 2.56 | 3.04 | 3.29 | 1.48 | 7.27 | 1.68 | 1.54 | 2.03 |
| Draw Down(%) | NA | 2.53 | 4.10 | 10.64 | NA | NA | NA | … | … | 2.53 | 3.95 | 1.86 | 4.68 | 10.26 | 1.86 | 11.18 | 1.47 | 1.83 | 1.50 |
| Yield(%) | 0.00 | 3.07 | 3.10 | 2.61 | 2.42 | 1.62 | 1.21 | … | … | 1.09 | 3.24 | 3.10 | 2.97 | 2.28 | 2.28 | 2.46 | 2.92 | 2.84 | 1.37 |
Data as of 06/05/2026, Common starting date is 04/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACYTX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) |
-1.75%
Oct 2020 – Oct 2023 |
0.54%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACYTX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND Y CLASS) |
4.82%
Oct 2022 – Oct 2025 |
1.99%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart