Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BCTIX (CALIFORNIA INTERMEDIATE-TERM TAX-FREE BOND FUND I CLASS) | -0.48% | 1.18% | 2.23% | 0.65% | 1.87% | 2.62% | NA | 2.69% |
Data as of 07/03/2025, AR inception 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 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 1.18 | 2.23 | 0.65 | 1.87 | 2.62 | NA | 2.69 | -0.48 | 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 | -0.51 | -0.31 | -0.48 | 0.14 | NA | NA | 0.56 | -0.81 | -1.79 | 0.23 | -2.48 | 0.55 | 0.52 | 3.02 | -0.46 | 2.04 | -0.11 | 1.68 | 3.98 | -0.37 | 2.30 | 4.22 | 0.08 |
| Standard Deviation(%) | NA | 4.04 | 3.32 | 2.90 | 3.33 | NA | NA | 3.05 | 4.94 | 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 | 4.04 | 5.38 | 10.89 | 11.18 | NA | NA | 11.18 | 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 | 2.62 | 2.78 | 2.35 | 2.52 | 2.82 | 2.16 | 2.88 | 1.05 | 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 07/03/2025, AR inception 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 |
2.59%
May 2010 - May 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 |
2.66%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart