Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRXCX (CALIFORNIA TAX-FREE BOND FUND CALIFORNIA TAX-FREE BOND FUND) | 1.81% | 7.42% | 4.01% | 1.05% | 2.14% | 3.51% | 3.59% | … | … |
Data as of 06/04/2026, Common starting date is 09/29/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRXCX (CALIFORNIA TAX-FREE BOND FUND CALIFORNIA TAX-FREE BOND FUND) | 09/29/1986 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 7.42 | 4.01 | 1.05 | 2.14 | 3.51 | 3.59 | … | … | 1.81 | 2.75 | 2.75 | 7.13 | -9.28 | 2.68 | 4.40 | 7.30 | 0.74 | 5.53 | 0.07 | 3.87 | 11.43 | -2.75 | 9.30 | 10.36 | 1.82 | 14.79 | -6.18 | 2.41 | 4.84 | 3.51 | 4.27 | 3.79 | 7.27 | 3.90 | 12.84 | -3.29 | 6.43 | 9.09 | 4.51 | 17.38 | -5.90 | 10.15 | 8.93 | 12.13 | 5.83 | 8.49 | 9.53 | -6.75 | 4.79 |
| Sharpe Ratio | NA | 1.36 | 0.25 | -0.35 | 0.13 | NA | NA | … | … | 0.37 | -0.02 | -0.24 | 0.79 | -2.27 | 1.63 | 0.56 | 3.13 | -0.36 | 2.15 | -0.05 | 1.72 | 5.44 | -0.73 | 3.92 | 3.55 | 0.55 | 3.86 | -1.07 | -0.28 | 0.59 | 0.51 | 0.89 | 0.85 | 1.80 | 0.47 | 3.18 | -2.30 | 0.89 | 1.58 | 0.17 | 2.78 | -1.47 | 1.89 | 2.03 | 2.72 | 0.09 | 0.71 | 1.37 | -1.25 | 2.66 |
| Standard Deviation(%) | NA | 3.13 | 4.61 | 4.33 | 4.10 | NA | NA | … | … | 3.46 | 5.65 | 3.70 | 4.43 | 4.74 | 1.63 | 7.34 | 1.86 | 1.78 | 2.28 | 2.97 | 2.23 | 2.10 | 3.81 | 2.38 | 2.91 | 3.16 | 3.81 | 6.63 | 2.61 | 2.42 | 2.46 | 3.70 | 3.63 | 3.41 | 3.11 | 2.71 | 2.89 | 3.31 | 3.40 | 5.09 | 4.82 | 6.09 | 4.21 | 3.15 | 3.01 | 3.67 | 3.58 | 3.36 | 8.76 | 6.02 |
| Draw Down(%) | NA | 3.02 | 6.76 | 14.80 | 14.80 | NA | NA | … | … | 3.02 | 6.09 | 2.71 | 6.23 | 14.52 | 1.88 | 10.88 | 1.52 | 1.93 | 1.38 | 6.72 | 2.46 | 1.40 | 8.10 | 1.94 | 2.88 | 5.92 | 2.66 | 12.07 | 2.31 | 1.47 | 2.24 | 5.61 | 5.67 | 4.50 | 3.92 | 2.89 | 5.75 | 2.27 | 2.39 | 4.97 | 3.47 | 10.73 | 2.97 | 3.46 | 1.98 | 4.19 | 3.43 | 3.33 | 18.31 | 1.93 |
| Yield(%) | 0.00 | 3.27 | 3.27 | 2.81 | 2.88 | 3.50 | 3.61 | … | … | 1.15 | 3.37 | 3.25 | 3.14 | 2.58 | 2.82 | 2.85 | 3.06 | 3.04 | 3.16 | 3.24 | 3.44 | 3.89 | 3.70 | 4.18 | 4.52 | 4.05 | 4.87 | 4.33 | 4.25 | 4.35 | 4.34 | 4.43 | 3.72 | 3.44 | 4.75 | 5.27 | 4.84 | 5.17 | 5.21 | 5.17 | 5.85 | 5.15 | 5.50 | 5.83 | 6.22 | 6.22 | 6.35 | 6.29 | 5.62 | 1.87 |
Data as of 06/04/2026, Common starting date is 09/29/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRXCX (CALIFORNIA TAX-FREE BOND FUND CALIFORNIA TAX-FREE BOND FUND) |
-2.50%
Oct 2019 – Oct 2022 |
0.10%
Oct 2017 – Oct 2022 |
1.78%
Oct 2012 – Oct 2022 |
2.98%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRXCX (CALIFORNIA TAX-FREE BOND FUND CALIFORNIA TAX-FREE BOND FUND) |
12.62%
Sep 1990 – Sep 1993 |
10.02%
Aug 1988 – Aug 1993 |
8.20%
Oct 1987 – Oct 1997 |
7.46%
Sep 1987 – Sep 2002 |
Annualized Rolling Returns Comparison Chart