Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 10/20/2017.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| BCLTX (CALIFORNIA LONG-TERM TAX-FREE FUND INVESTOR CLASS) | 4.79% | NA | -2.89% | 1.41% | 2.43% | 3.94% | 3.99% | 4.37% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCLTX (CALIFORNIA LONG-TERM TAX-FREE FUND INVESTOR CLASS) | 06/20/1996 | 10/20/2017 |
The return data shown below all have the same latest date: 10/20/2017.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.83 | -2.89 | 1.41 | 2.43 | 3.94 | 3.99 | 4.37 | 4.79 | 0.19 | 0.06 | 3.55 | 10.01 | -2.19 | 8.61 | 11.98 | 1.26 | 13.67 | -6.08 | 1.62 | 4.91 | 3.35 | 2.95 | 4.11 | 8.20 | 4.24 | 15.01 | -5.24 | 6.23 | 9.68 | 7.49 |
| Sharpe Ratio | NA | -0.70 | 0.35 | 0.72 | 0.94 | NA | NA | 0.35 | -0.07 | -0.05 | 1.63 | 5.23 | -0.66 | 3.64 | 3.86 | 0.33 | 3.39 | -0.93 | -0.48 | 0.65 | 0.44 | 0.47 | 0.82 | 1.99 | 0.56 | 3.50 | -2.41 | 0.77 | -12.49 | 2.40 |
| Standard Deviation(%) | NA | 4.90 | 3.36 | 3.17 | 3.92 | NA | NA | 3.71 | 4.74 | 2.99 | 2.15 | 1.91 | 3.37 | 2.37 | 3.10 | 3.57 | 4.01 | 7.53 | 2.95 | 2.49 | 2.69 | 4.28 | 4.16 | 3.58 | 3.46 | 3.14 | 3.51 | 3.76 | 3.63 | 4.61 |
| Draw Down(%) | NA | 5.14 | 6.86 | 7.22 | 12.35 | NA | NA | 12.35 | 5.14 | 6.86 | 2.34 | 1.17 | 7.22 | 1.92 | 3.16 | 6.86 | 3.85 | 12.35 | 3.43 | 1.51 | 2.69 | 6.94 | 6.48 | 4.98 | 4.30 | 3.58 | 7.74 | 2.59 | 2.53 | 2.30 |
| Yield(%) | 0.00 | 3.76 | 3.58 | 3.45 | 3.90 | 4.06 | 4.37 | 4.74 | 2.66 | 4.01 | 3.37 | 3.41 | 3.19 | 3.50 | 4.39 | 4.12 | 5.05 | 4.47 | 4.46 | 4.59 | 6.40 | 3.23 | 4.18 | 4.15 | 4.73 | 5.41 | 4.80 | 5.71 | 7.07 | 3.43 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCLTX (CALIFORNIA LONG-TERM TAX-FREE FUND INVESTOR CLASS) |
0.04%
Dec 2005 - Dec 2008 |
1.27%
Dec 2003 - Dec 2008 |
3.14%
Nov 1998 - Nov 2008 |
3.99%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCLTX (CALIFORNIA LONG-TERM TAX-FREE FUND INVESTOR CLASS) |
9.77%
May 2000 - May 2003 |
7.21%
Jan 2000 - Jan 2005 |
5.48%
Aug 1996 - Aug 2006 |
5.47%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart