Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCSTX (CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS) | 0.49% | 3.51% | 3.01% | 1.28% | 1.35% | 1.18% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/22/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCSTX (CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS) | 04/22/2010 | 06/03/2026 |
| 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 (%) | 0.10 | 3.51 | 3.01 | 1.28 | 1.35 | 1.18 | NA | … | … | 0.49 | 4.10 | 2.05 | 2.82 | -2.72 | -0.15 | 2.35 | 3.03 | 1.41 | 1.56 | -0.41 | 0.76 | 1.18 | -0.31 | 0.78 | 2.10 | -0.10 |
| Sharpe Ratio | NA | 0.65 | -0.09 | -0.83 | -0.19 | NA | NA | … | … | -1.13 | 0.70 | -1.10 | -0.49 | -2.68 | -0.24 | 0.68 | 1.77 | 0.03 | 0.96 | -0.64 | 0.87 | 1.40 | -0.31 | 0.83 | 2.38 | -0.20 |
| Standard Deviation(%) | NA | 1.14 | 1.57 | 1.53 | 1.55 | NA | NA | … | … | 1.37 | 1.76 | 1.44 | 1.73 | 1.56 | 0.74 | 3.06 | 0.88 | 0.71 | 0.94 | 0.98 | 0.84 | 0.83 | 1.11 | 0.88 | 0.87 | 1.17 |
| Draw Down(%) | NA | 1.17 | 1.79 | 4.88 | 4.99 | NA | NA | … | … | 1.17 | 1.79 | 1.02 | 2.29 | 4.50 | 0.62 | 4.99 | 0.85 | 0.57 | 1.07 | 2.08 | 0.90 | 0.58 | 2.03 | 0.68 | 0.88 | 1.67 |
| Yield(%) | 0.00 | 2.18 | 2.16 | 1.69 | 1.47 | 1.18 | 0.89 | … | … | 0.79 | 2.35 | 2.12 | 1.86 | 0.88 | 1.01 | 1.45 | 1.43 | 1.29 | 1.26 | 0.97 | 1.15 | 0.89 | 0.17 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/22/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSTX (CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS) |
-1.06%
Sep 2020 – Sep 2023 |
0.29%
Sep 2017 – Sep 2022 |
0.44%
Sep 2012 – Sep 2022 |
0.99%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCSTX (CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS) |
3.46%
Feb 2023 – Feb 2026 |
1.68%
Nov 2016 – Nov 2021 |
1.42%
Feb 2016 – Feb 2026 |
1.30%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart