Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FCQAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND CLASS A) | -3.76% | -0.33% | 0.68% | 0.61% | NA | NA | NA | 1.64% |
Data as of 05/27/2025, AR inception is 09/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCQAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND CLASS A) | 09/18/2018 | 05/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | -0.33 | 0.68 | 0.61 | NA | NA | NA | 1.64 | -3.76 | 3.62 | 5.13 | -12.08 | 3.73 | 4.48 | 9.41 | 0.88 |
| Sharpe Ratio | NA | -1.21 | -0.46 | -0.38 | NA | NA | NA | -0.13 | -1.41 | -0.78 | 0.18 | -2.44 | 1.75 | 0.44 | 3.38 | 0.70 |
| Standard Deviation(%) | NA | 5.88 | 5.44 | 4.53 | NA | NA | NA | 5.49 | 8.11 | 3.80 | 5.02 | 5.55 | 2.12 | 9.68 | 2.37 | 2.28 |
| Draw Down(%) | NA | 7.75 | 9.87 | 17.92 | NA | NA | NA | 17.92 | 6.36 | 2.58 | 8.43 | 17.60 | 2.60 | 14.86 | 1.84 | 1.48 |
| Yield(%) | 0.00 | 2.31 | 3.12 | 3.02 | 2.10 | 1.40 | 1.05 | 3.50 | 0.00 | 3.56 | 3.91 | 2.88 | 2.88 | 3.10 | 3.46 | 1.24 |
Data as of 05/27/2025, AR inception is 09/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCQAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND CLASS A) |
-3.58%
Oct 2020 - Oct 2023 |
0.06%
Feb 2020 - Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCQAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND CLASS A) |
6.17%
Nov 2018 - Nov 2021 |
1.85%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart