Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCHIX (CALIFORNIA HIGH-YIELD MUNICIPAL FUND I CLASS) | 1.84% | 7.74% | 4.40% | 0.71% | 2.46% | 4.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCHIX (CALIFORNIA HIGH-YIELD MUNICIPAL FUND I CLASS) | 03/04/2010 | 06/04/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 7.74 | 4.40 | 0.71 | 2.46 | 4.24 | NA | … | … | 1.84 | 2.97 | 3.70 | 6.77 | -11.75 | 3.63 | 4.25 | 9.73 | 0.92 | 8.51 | 0.63 | 5.18 | 14.00 | -2.96 | 11.30 | 11.38 | 1.14 |
| Sharpe Ratio | NA | 1.46 | 0.31 | -0.37 | 0.18 | NA | NA | … | … | 0.42 | 0.01 | 0.02 | 0.60 | -2.40 | 2.01 | 0.43 | 3.86 | -0.23 | 3.00 | 0.12 | 2.25 | 6.54 | -0.71 | 5.09 | 3.76 | 0.33 |
| Standard Deviation(%) | NA | 3.35 | 5.04 | 4.83 | 4.80 | NA | NA | … | … | 3.62 | 6.11 | 3.83 | 5.23 | 5.50 | 1.79 | 9.29 | 2.14 | 2.01 | 2.62 | 3.40 | 2.29 | 2.14 | 4.22 | 2.23 | 3.02 | 3.86 |
| Draw Down(%) | NA | 2.97 | 7.64 | 17.58 | 17.58 | NA | NA | … | … | 2.97 | 6.33 | 2.70 | 8.07 | 17.27 | 2.05 | 14.54 | 1.44 | 2.01 | 1.40 | 7.82 | 1.94 | 0.84 | 8.75 | 1.93 | 3.19 | 6.54 |
| Yield(%) | 0.00 | 3.96 | 3.96 | 3.21 | 3.34 | 4.20 | 3.40 | … | … | 1.41 | 4.05 | 3.93 | 3.93 | 3.10 | 2.50 | 3.30 | 3.63 | 3.60 | 3.77 | 3.67 | 3.90 | 4.42 | 4.14 | 4.67 | 5.42 | 3.48 |
Data as of 06/04/2026, Common starting date is 03/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHIX (CALIFORNIA HIGH-YIELD MUNICIPAL FUND I CLASS) |
-3.35%
Oct 2020 – Oct 2023 |
0.24%
Oct 2017 – Oct 2022 |
2.46%
May 2016 – May 2026 |
3.67%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCHIX (CALIFORNIA HIGH-YIELD MUNICIPAL FUND I CLASS) |
9.95%
Aug 2013 – Aug 2016 |
8.32%
Jan 2011 – Jan 2016 |
6.46%
Jan 2011 – Jan 2021 |
4.52%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart