Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PCIDX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND D) | NA | 1.81% | 1.37% | 1.62% | 2.93% | 2.68% | NA | 2.94% |
Data as of 03/23/2018, AR inception is 02/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCIDX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND D) | 02/28/2000 | 03/23/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.81 | 1.37 | 1.62 | 2.93 | 2.68 | NA | 2.94 | -1.28 | 4.38 | -0.87 | 2.64 | 4.91 | -1.55 | 5.77 | 5.64 | 4.67 | 13.68 | -8.07 | 0.27 | 4.29 | 1.74 | 2.42 | 2.79 | 2.44 | 1.64 | 9.24 |
| Sharpe Ratio | NA | 0.53 | 0.51 | 0.69 | 1.02 | NA | NA | 0.70 | -3.97 | 1.88 | -0.48 | 1.50 | 3.07 | -0.66 | 2.93 | 2.45 | 1.96 | 3.99 | -1.73 | -1.18 | 0.47 | -0.23 | 0.60 | 0.84 | 0.62 | -0.15 | 3.62 |
| Standard Deviation(%) | NA | 1.94 | 1.98 | 2.02 | 2.64 | NA | NA | 2.67 | 1.66 | 2.00 | 2.22 | 1.74 | 1.59 | 2.41 | 1.97 | 2.29 | 2.34 | 3.40 | 5.17 | 2.35 | 2.13 | 1.85 | 2.47 | 2.51 | 2.14 | 4.57 | 1.92 |
| Draw Down(%) | NA | 1.86 | 5.12 | 5.12 | 12.19 | NA | NA | 13.23 | 1.48 | 1.56 | 5.12 | 2.11 | 1.14 | 5.11 | 1.64 | 2.09 | 3.13 | 3.15 | 13.23 | 2.92 | 1.12 | 1.23 | 4.36 | 3.49 | 3.32 | 6.36 | 1.26 |
| Yield(%) | 0.00 | 2.23 | 2.17 | 2.05 | 2.74 | 2.89 | 2.73 | 3.03 | 0.36 | 2.27 | 2.11 | 2.19 | 1.95 | 1.80 | 2.48 | 3.49 | 3.37 | 4.16 | 3.91 | 3.69 | 3.60 | 3.59 | 3.63 | 3.76 | 1.05 | 4.11 | 3.83 |
Data as of 03/23/2018, AR inception is 02/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIDX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND D) |
-1.31%
Dec 2005 - Dec 2008 |
0.04%
Dec 2003 - Dec 2008 |
2.06%
Oct 2001 - Oct 2011 |
2.26%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCIDX (CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND D) |
7.92%
Dec 2008 - Dec 2011 |
5.53%
Dec 2008 - Dec 2013 |
3.38%
Jun 2006 - Jun 2016 |
3.13%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison Chart