Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALTCX (CALIFORNIA LONG-TERM TAX-FREE FUND C CLASS) | NA | -0.62% | 1.48% | 2.06% | 3.20% | NA | NA | 3.25% |
Data as of 10/20/2017, AR inception is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTCX (CALIFORNIA LONG-TERM TAX-FREE FUND C CLASS) | 10/03/2007 | 10/20/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -0.62 | 1.48 | 2.06 | 3.20 | NA | NA | 3.25 | 2.70 | -0.94 | 2.42 | 8.99 | -3.18 | 7.53 | 10.85 | 0.31 | 12.55 | -7.01 | 0.08 |
| Sharpe Ratio | NA | -0.34 | 0.49 | 0.72 | 0.81 | NA | NA | 0.82 | 1.05 | -0.38 | 1.19 | 4.83 | -0.97 | 3.46 | 3.59 | 0.06 | 3.18 | -1.06 | -0.70 |
| Standard Deviation(%) | NA | 3.31 | 2.55 | 2.63 | 3.65 | NA | NA | 3.64 | 2.65 | 2.99 | 2.00 | 1.86 | 3.33 | 2.18 | 3.01 | 3.49 | 3.92 | 7.44 | 2.88 |
| Draw Down(%) | NA | 5.09 | 7.25 | 7.54 | 13.01 | NA | NA | 13.01 | 2.03 | 7.25 | 2.63 | 1.33 | 7.54 | 1.84 | 3.16 | 7.02 | 3.93 | 13.01 | 1.61 |
| Yield(%) | 0.00 | 2.80 | 2.56 | 2.44 | 2.86 | 1.92 | 1.44 | 2.88 | 1.90 | 2.92 | 2.38 | 2.36 | 2.20 | 2.47 | 3.36 | 3.18 | 4.02 | 3.53 | 0.62 |
Data as of 10/20/2017, AR inception is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTCX (CALIFORNIA LONG-TERM TAX-FREE FUND C CLASS) |
0.78%
Jan 2008 - Jan 2011 |
2.31%
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 |
|---|---|---|---|---|
| ALTCX (CALIFORNIA LONG-TERM TAX-FREE FUND C CLASS) |
7.76%
Dec 2008 - Dec 2011 |
5.72%
Jan 2011 - Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart