Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BCTIX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) | 0.90% | 5.85% | 3.54% | 1.03% | 1.89% | 2.76% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BCTIX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) | 03/02/2010 | 06/05/2026 |
| 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 (%) | 0.09 | 5.85 | 3.54 | 1.03 | 1.89 | 2.76 | NA | … | … | 0.90 | 4.31 | 1.95 | 4.95 | -6.64 | 0.82 | 4.00 | 6.61 | 0.65 | 4.77 | -0.08 | 2.89 | 6.35 | -1.01 | 6.15 | 10.31 | 0.28 |
| Sharpe Ratio | NA | 1.52 | 0.19 | -0.50 | 0.08 | NA | NA | … | … | -0.20 | 0.38 | -0.64 | 0.42 | -2.50 | 0.55 | 0.51 | 2.98 | -0.51 | 2.03 | -0.12 | 1.68 | 3.98 | -0.37 | 2.30 | 4.22 | 0.08 |
| Standard Deviation(%) | NA | 2.24 | 3.15 | 2.99 | 3.36 | NA | NA | … | … | 2.58 | 3.79 | 2.59 | 3.07 | 3.25 | 1.46 | 7.28 | 1.72 | 1.45 | 2.03 | 2.48 | 1.70 | 1.59 | 2.80 | 2.68 | 2.44 | 2.86 |
| Draw Down(%) | NA | 2.62 | 4.12 | 10.89 | 11.18 | NA | NA | … | … | 2.62 | 4.04 | 1.86 | 4.70 | 10.29 | 1.86 | 11.18 | 1.55 | 1.83 | 1.50 | 5.54 | 1.87 | 1.03 | 5.43 | 1.65 | 1.83 | 5.27 |
| Yield(%) | 0.00 | 3.05 | 3.07 | 2.53 | 2.50 | 2.81 | 2.32 | … | … | 1.07 | 3.22 | 3.06 | 2.94 | 2.23 | 1.71 | 2.45 | 2.86 | 2.55 | 2.67 | 2.56 | 2.59 | 2.74 | 2.68 | 3.08 | 3.80 | 2.57 |
Data as of 06/05/2026, Common starting date is 03/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCTIX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) |
-1.97%
Oct 2020 – Oct 2023 |
0.30%
Oct 2017 – Oct 2022 |
1.42%
Oct 2012 – Oct 2022 |
2.46%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BCTIX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) |
5.95%
Apr 2010 – Apr 2013 |
5.29%
Jan 2011 – Jan 2016 |
4.12%
Jan 2011 – Jan 2021 |
3.10%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart