Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCIAX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) | -1.03% | -0.13% | 1.45% | 0.00% | 1.40% | 2.12% | NA | 2.27% |
Data as of 07/18/2025, AR inception is 03/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCIAX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) | 03/29/2010 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | -0.13 | 1.45 | 0.00 | 1.40 | 2.12 | NA | 2.27 | -1.03 | 1.19 | 4.56 | -7.05 | 0.59 | 3.51 | 6.15 | 0.26 | 4.38 | -0.53 | 2.44 | 5.88 | -1.47 | 5.68 | 9.91 | 0.53 |
| Sharpe Ratio | NA | -0.84 | -0.59 | -0.72 | -0.01 | NA | NA | 0.43 | -1.06 | -2.18 | 0.10 | -2.64 | 0.40 | 0.45 | 2.77 | -0.71 | 1.86 | -0.30 | 1.47 | 3.82 | -0.54 | 2.91 | 4.11 | 0.20 |
| Standard Deviation(%) | NA | 3.93 | 3.26 | 2.85 | 3.29 | NA | NA | 2.99 | 4.66 | 2.48 | 3.12 | 3.20 | 1.40 | 7.20 | 1.71 | 1.50 | 2.03 | 2.44 | 1.64 | 1.53 | 2.80 | 1.95 | 2.40 | 2.98 |
| Draw Down(%) | NA | 4.09 | 5.46 | 11.33 | 11.33 | NA | NA | 11.33 | 3.98 | 1.81 | 4.92 | 10.59 | 1.86 | 11.10 | 1.55 | 1.94 | 1.55 | 5.70 | 2.03 | 1.07 | 5.50 | 1.65 | 1.83 | 5.37 |
| Yield(%) | 0.00 | 2.47 | 2.42 | 2.01 | 2.14 | 2.39 | 1.85 | 2.47 | 1.13 | 2.63 | 2.48 | 1.82 | 1.50 | 1.97 | 2.41 | 2.17 | 2.29 | 2.10 | 2.15 | 2.28 | 2.22 | 2.62 | 3.33 | 2.30 |
Data as of 07/18/2025, AR inception is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIAX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) |
-2.37%
Oct 2020 - Oct 2023 |
-0.07%
Oct 2017 - Oct 2022 |
1.01%
Oct 2012 - Oct 2022 |
2.18%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIAX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND A CLASS) |
5.48%
Apr 2010 - Apr 2013 |
4.81%
Jan 2011 - Jan 2016 |
3.68%
Jan 2011 - Jan 2021 |
2.22%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart