Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCIYX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) | 0.60% | 4.89% | 2.41% | -0.07% | 0.78% | 1.60% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCIYX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) | 03/29/2010 | 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 (%) | 0.36 | 4.89 | 2.41 | -0.07 | 0.78 | 1.60 | NA | … | … | 0.60 | 3.15 | 0.67 | 3.70 | -7.76 | 0.26 | 2.66 | 5.33 | -0.44 | 3.58 | -1.28 | 1.67 | 5.16 | -2.21 | 4.80 | 9.10 | 0.11 |
| Sharpe Ratio | NA | 1.02 | -0.21 | -0.90 | -0.26 | NA | NA | … | … | -0.59 | 0.07 | -1.19 | 0.01 | -2.96 | 0.17 | 0.33 | 2.46 | -1.30 | 1.51 | -0.63 | 1.00 | 3.40 | -0.82 | 2.49 | 3.94 | 0.02 |
| Standard Deviation(%) | NA | 2.08 | 3.04 | 2.88 | 3.29 | NA | NA | … | … | 2.50 | 3.58 | 2.47 | 3.07 | 3.12 | 1.34 | 7.26 | 1.57 | 1.41 | 1.95 | 2.37 | 1.64 | 1.51 | 2.73 | 1.92 | 2.30 | 2.92 |
| Draw Down(%) | NA | 2.62 | 4.49 | 11.92 | 11.92 | NA | NA | … | … | 2.62 | 4.12 | 1.96 | 5.27 | 11.09 | 1.78 | 11.17 | 1.52 | 2.29 | 1.68 | 5.93 | 2.25 | 1.14 | 5.65 | 1.70 | 1.88 | 5.55 |
| Yield(%) | 0.00 | 1.93 | 1.90 | 1.47 | 1.43 | 1.61 | 1.36 | … | … | 0.69 | 2.02 | 1.87 | 1.75 | 1.12 | 0.95 | 1.23 | 1.63 | 1.48 | 1.51 | 1.34 | 1.40 | 1.49 | 1.48 | 1.85 | 2.57 | 1.77 |
Data as of 06/04/2026, Common starting date is 03/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIYX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) |
-2.99%
Oct 2020 – Oct 2023 |
-0.74%
Oct 2017 – Oct 2022 |
0.28%
Oct 2012 – Oct 2022 |
1.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCIYX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND C CLASS) |
4.71%
Apr 2010 – Apr 2013 |
4.03%
Jan 2011 – Jan 2016 |
2.91%
Jan 2011 – Jan 2021 |
1.92%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart