Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FVCAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND ADVISOR CLASS) | -3.20% | -1.87% | 1.51% | 0.32% | 2.55% | 4.12% | NA | 3.87% |
Data as of 07/15/2025, AR inception is 11/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FVCAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND ADVISOR CLASS) | 11/20/2006 | 07/15/2025 |
| 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | -1.87 | 1.51 | 0.32 | 2.55 | 4.12 | NA | 3.87 | -3.20 | 3.85 | 5.40 | -11.87 | 3.99 | 4.65 | 9.68 | 1.16 | 7.22 | 1.17 | 5.33 | 14.87 | -3.70 | 13.56 | 14.71 | 4.56 | 28.51 | -19.91 | -1.49 | 0.27 |
| Sharpe Ratio | NA | -0.81 | -0.32 | -0.36 | 0.24 | NA | NA | 0.58 | -1.20 | -0.73 | 0.23 | -2.42 | 1.90 | 0.45 | 3.47 | -0.06 | 2.46 | 0.31 | 2.19 | 6.19 | -0.85 | 5.04 | 3.89 | 1.05 | 5.76 | -2.35 | -1.31 | -0.38 |
| Standard Deviation(%) | NA | 5.74 | 5.15 | 4.52 | 4.76 | NA | NA | 4.72 | 6.98 | 3.75 | 5.10 | 5.50 | 2.09 | 9.73 | 2.38 | 2.39 | 2.69 | 3.13 | 2.42 | 2.40 | 4.38 | 2.70 | 3.77 | 4.27 | 4.94 | 8.84 | 3.43 | 1.79 |
| Draw Down(%) | NA | 6.34 | 9.74 | 17.60 | 17.60 | NA | NA | 23.74 | 5.94 | 2.58 | 8.25 | 17.37 | 2.51 | 14.85 | 1.84 | 2.26 | 1.56 | 7.54 | 2.14 | 1.34 | 9.72 | 2.03 | 3.66 | 7.51 | 3.88 | 23.55 | 4.13 | 0.57 |
| Yield(%) | 0.00 | 3.47 | 3.75 | 3.34 | 3.68 | 4.45 | 3.82 | 4.25 | 1.40 | 4.14 | 4.16 | 3.09 | 3.14 | 3.34 | 3.72 | 3.77 | 3.90 | 3.75 | 4.09 | 4.98 | 4.38 | 4.68 | 5.78 | 5.19 | 6.88 | 5.03 | 4.58 | 0.46 |
Data as of 07/15/2025, AR inception is 11/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVCAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND ADVISOR CLASS) |
-3.37%
Oct 2020 - Oct 2023 |
0.39%
Oct 2017 - Oct 2022 |
2.50%
Oct 2012 - Oct 2022 |
3.78%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FVCAX (FRANKLIN CALIFORNIA HIGH YIELD MUNICIPAL FUND ADVISOR CLASS) |
15.51%
Dec 2008 - Dec 2011 |
11.01%
Dec 2008 - Dec 2013 |
8.39%
Dec 2008 - Dec 2018 |
6.25%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart