Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) | 0.93% | 5.85% | 3.40% | 0.84% | 1.72% | 2.58% | 2.98% | … | … |
Data as of 06/04/2026, Common starting date is 12/29/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) | 12/29/1983 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.36 | 5.85 | 3.40 | 0.84 | 1.72 | 2.58 | 2.98 | … | … | 0.93 | 4.19 | 1.65 | 4.74 | -6.82 | 0.44 | 3.69 | 6.41 | 0.71 | 4.62 | -0.10 | 2.68 | 6.23 | -1.29 | 5.94 | 10.19 | 1.79 | 9.72 | -0.63 | 2.65 | 4.00 | 2.25 | 1.81 | 3.23 | 8.47 | 4.35 | 10.13 | -1.12 | 5.48 | 7.39 | 4.25 | 13.54 | -3.72 | 9.85 | 6.91 | 10.38 | 6.98 | 7.94 | 5.90 | 0.77 | 12.58 | 14.00 | 5.45 | 0.40 |
| Sharpe Ratio | NA | 1.47 | 0.13 | -0.57 | 0.03 | NA | NA | … | … | -0.26 | 0.36 | -0.76 | 0.35 | -2.60 | 0.30 | 0.47 | 3.00 | -0.44 | 1.92 | -0.13 | 1.58 | 3.78 | -0.47 | 2.99 | 4.23 | 0.63 | 3.34 | -0.34 | -0.22 | 0.28 | -0.01 | 0.25 | 0.75 | 2.38 | 0.78 | 2.77 | -1.85 | 0.69 | 1.48 | 0.16 | 3.14 | -1.50 | 2.54 | 1.62 | 2.79 | 0.55 | 0.75 | 0.33 | -0.76 | 2.07 | 2.37 | -0.25 | NA |
| Standard Deviation(%) | NA | 2.16 | 3.14 | 2.97 | 3.35 | NA | NA | … | … | 2.51 | 3.69 | 2.60 | 3.15 | 3.18 | 1.41 | 7.28 | 1.65 | 1.52 | 2.07 | 2.47 | 1.68 | 1.64 | 2.83 | 1.99 | 2.40 | 2.69 | 2.88 | 4.72 | 2.25 | 2.12 | 2.27 | 3.34 | 3.35 | 3.08 | 2.48 | 2.13 | 2.43 | 2.91 | 2.49 | 3.68 | 3.04 | 4.52 | 3.02 | 2.69 | 2.30 | 2.69 | 2.67 | 3.02 | 4.52 | 3.96 | 3.60 | 6.32 | 0.00 |
| Draw Down(%) | NA | 2.62 | 4.25 | 11.08 | 11.18 | NA | NA | … | … | 2.62 | 4.05 | 1.88 | 4.79 | 10.42 | 1.78 | 11.18 | 1.47 | 1.89 | 1.52 | 5.44 | 1.94 | 1.05 | 5.36 | 1.62 | 1.83 | 5.23 | 2.35 | 7.69 | 1.69 | 1.35 | 2.31 | 5.74 | 5.10 | 4.41 | 2.93 | 1.93 | 3.63 | 1.92 | 1.78 | 3.81 | 1.62 | 7.10 | 2.55 | 2.35 | 1.38 | 2.14 | 2.09 | 1.56 | 8.96 | 1.82 | 2.03 | 5.59 | 0.00 |
| Yield(%) | 0.00 | 2.88 | 2.88 | 2.33 | 2.34 | 2.62 | 2.94 | … | … | 1.01 | 3.03 | 2.86 | 2.74 | 2.05 | 1.25 | 2.25 | 2.67 | 2.61 | 2.52 | 2.54 | 2.39 | 2.53 | 2.48 | 2.87 | 3.59 | 3.38 | 4.06 | 3.85 | 4.02 | 4.09 | 4.05 | 2.92 | 3.85 | 4.17 | 4.99 | 4.73 | 4.33 | 5.46 | 6.04 | 5.08 | 5.23 | 4.70 | 5.08 | 5.39 | 5.81 | 6.06 | 6.20 | 6.18 | 5.87 | 6.58 | 7.25 | 7.47 | 0.40 |
Data as of 06/04/2026, Common starting date is 12/29/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) |
-2.24%
Oct 2020 – Oct 2023 |
0.12%
Oct 2017 – Oct 2022 |
1.24%
Oct 2012 – Oct 2022 |
2.27%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCITX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND INVESTOR CLASS) |
11.14%
Feb 1984 – Feb 1987 |
8.91%
May 1984 – May 1989 |
8.02%
May 1984 – May 1994 |
7.31%
May 1984 – May 1999 |
Annualized Rolling Returns Comparison Chart