Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCCMX (CAPITAL GROUP CALIFORNIA CORE MUNICIPAL FUND SHARE CLASS) | 0.38% | 4.49% | 3.22% | 1.21% | 1.68% | 1.82% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCCMX (CAPITAL GROUP CALIFORNIA CORE MUNICIPAL FUND SHARE CLASS) | 04/16/2010 | 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 (%) | 0.29 | 4.49 | 3.22 | 1.21 | 1.68 | 1.82 | NA | … | … | 0.38 | 4.68 | 1.42 | 3.80 | -3.95 | 0.03 | 3.81 | 4.61 | 1.69 | 2.98 | -0.17 | 2.07 | 4.55 | -2.11 | 1.24 | 5.24 | -0.80 |
| Sharpe Ratio | NA | 1.11 | 0.06 | -0.57 | 0.02 | NA | NA | … | … | -0.83 | 0.62 | -1.03 | 0.06 | -2.39 | 0.00 | 0.73 | 2.68 | 0.30 | 1.76 | -0.20 | 1.49 | 3.65 | -0.97 | 0.70 | 2.96 | -0.61 |
| Standard Deviation(%) | NA | 1.74 | 2.49 | 2.31 | 2.41 | NA | NA | … | … | 2.19 | 2.90 | 2.14 | 2.49 | 2.26 | 0.92 | 4.88 | 1.17 | 1.04 | 1.33 | 1.92 | 1.37 | 1.24 | 2.20 | 1.71 | 1.76 | 1.98 |
| Draw Down(%) | NA | 2.37 | 3.02 | 6.96 | 7.58 | NA | NA | … | … | 2.37 | 3.02 | 1.66 | 3.85 | 6.54 | 1.04 | 7.58 | 1.33 | 0.88 | 1.25 | 4.35 | 1.88 | 0.76 | 4.59 | 2.04 | 2.02 | 3.69 |
| Yield(%) | 0.00 | 2.39 | 2.38 | 1.99 | 1.97 | 1.73 | 1.32 | … | … | 0.86 | 2.56 | 2.37 | 2.06 | 1.36 | 1.59 | 2.39 | 2.00 | 1.95 | 2.00 | 1.84 | 1.95 | 1.91 | 0.35 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCMX (CAPITAL GROUP CALIFORNIA CORE MUNICIPAL FUND SHARE CLASS) |
-1.56%
Oct 2020 – Oct 2023 |
0.60%
Sep 2017 – Sep 2022 |
0.98%
Sep 2012 – Sep 2022 |
1.59%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCCMX (CAPITAL GROUP CALIFORNIA CORE MUNICIPAL FUND SHARE CLASS) |
4.03%
Oct 2022 – Oct 2025 |
2.76%
Jul 2015 – Jul 2020 |
2.45%
Jan 2011 – Jan 2021 |
2.05%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart