Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCLIX (CALIFORNIA LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) | NA | 0.55% | 2.62% | 3.24% | NA | NA | NA | 5.08% |
Data as of 10/20/2017, AR inception is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCLIX (CALIFORNIA LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) | 03/05/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 0.55 | 2.62 | 3.24 | NA | NA | NA | 5.08 | 3.69 | -0.03 | 3.72 | 10.21 | -2.01 | 8.71 | 12.16 | -0.10 |
| Sharpe Ratio | NA | 0.01 | 0.90 | 1.13 | NA | NA | NA | 1.57 | 1.46 | -0.08 | 1.69 | 5.15 | -0.60 | 3.84 | 3.87 | -0.06 |
| Standard Deviation(%) | NA | 3.35 | 2.64 | 2.73 | NA | NA | NA | 2.88 | 2.75 | 3.02 | 2.18 | 1.98 | 3.42 | 2.27 | 3.13 | 3.80 |
| Draw Down(%) | NA | 5.00 | 7.06 | 7.16 | NA | NA | NA | 8.44 | 1.93 | 7.06 | 2.30 | 1.15 | 7.16 | 1.84 | 3.16 | 6.74 |
| Yield(%) | 0.00 | 3.93 | 3.66 | 3.58 | 3.00 | 2.00 | 1.50 | 4.29 | 2.79 | 3.92 | 3.55 | 3.62 | 3.38 | 3.70 | 4.58 | 3.14 |
Data as of 10/20/2017, AR inception is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCLIX (CALIFORNIA LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) |
3.06%
Nov 2012 - Nov 2015 |
3.49%
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 |
|---|---|---|---|---|
| BCLIX (CALIFORNIA LONG-TERM TAX-FREE FUND INSTITUTIONAL CLASS) |
7.46%
Aug 2013 - Aug 2016 |
7.01%
Jan 2011 - Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart