Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALTAX (CALIFORNIA LONG-TERM TAX-FREE FUND A CLASS) | NA | -0.96% | 1.90% | 2.62% | 3.86% | NA | NA | … | … |
Data as of 10/20/2017, Common starting date is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTAX (CALIFORNIA LONG-TERM TAX-FREE FUND A CLASS) | 10/03/2007 | 10/20/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | -0.96 | 1.90 | 2.62 | 3.86 | NA | NA | … | … | 2.24 | -0.12 | 3.19 | 9.71 | -2.45 | 8.33 | 11.67 | 1.00 | 13.38 | -6.31 | 0.21 |
| Sharpe Ratio | NA | -0.44 | 0.64 | 0.92 | 0.98 | NA | NA | … | … | 0.80 | -0.11 | 1.51 | 5.11 | -0.74 | 3.55 | 3.80 | 0.26 | 3.34 | -0.96 | -0.50 |
| Standard Deviation(%) | NA | 3.33 | 2.60 | 2.68 | 3.71 | NA | NA | … | … | 2.76 | 2.98 | 2.09 | 1.90 | 3.35 | 2.35 | 3.06 | 3.55 | 3.98 | 7.53 | 2.96 |
| Draw Down(%) | NA | 5.03 | 6.96 | 7.30 | 12.52 | NA | NA | … | … | 1.97 | 6.96 | 2.39 | 1.18 | 7.30 | 1.92 | 3.16 | 6.90 | 3.87 | 12.52 | 1.61 |
| Yield(%) | 0.00 | 3.52 | 3.33 | 3.20 | 3.61 | 2.42 | 1.81 | … | … | 2.47 | 3.75 | 3.12 | 3.14 | 2.94 | 3.25 | 4.12 | 3.88 | 4.80 | 4.26 | 0.75 |
Data as of 10/20/2017, Common starting date is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTAX (CALIFORNIA LONG-TERM TAX-FREE FUND A CLASS) |
1.51%
Jan 2008 – Jan 2011 |
2.88%
Sep 2012 – Sep 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTAX (CALIFORNIA LONG-TERM TAX-FREE FUND A CLASS) |
8.54%
Dec 2008 – Dec 2011 |
6.53%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart