Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTFSX (PACIFIC CAPITAL TAX-FREE SHORT INTERMEDIATE SECURITIES FUND CLASS Y) | -0.21% | 5.43% | 2.38% | 1.18% | 1.34% | 1.36% | 1.75% | … | … |
Data as of 04/17/2026, Common starting date is 11/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTFSX (PACIFIC CAPITAL TAX-FREE SHORT INTERMEDIATE SECURITIES FUND CLASS Y) | 11/29/1994 | 04/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.43 | 2.38 | 1.18 | 1.34 | 1.36 | 1.75 | … | … | -0.21 | 4.95 | 1.49 | 2.37 | -2.40 | 0.07 | 2.75 | 3.41 | 1.21 | 1.22 | -0.39 | 1.26 | 1.79 | -0.35 | 1.40 | 2.49 | 0.95 | 3.29 | 3.38 | 3.84 | 2.60 | 0.88 | 0.95 | 2.88 | 6.61 | 4.50 | 6.70 | 0.11 | 4.68 | 5.07 | 3.07 | 7.02 | 0.51 |
| Sharpe Ratio | NA | 1.48 | -0.37 | -0.60 | -0.14 | NA | NA | … | … | -1.63 | 0.73 | -1.01 | -0.54 | -2.12 | 0.05 | 0.75 | 2.07 | -0.19 | 0.55 | -0.53 | 1.27 | 1.91 | -0.28 | 1.33 | 2.79 | 0.90 | 2.75 | 1.30 | 0.47 | -0.58 | -1.06 | -0.02 | 1.18 | 2.71 | 1.18 | 1.44 | -1.81 | 0.64 | 0.76 | -0.22 | 1.26 | 0.50 |
| Standard Deviation(%) | NA | 1.82 | 2.48 | 2.14 | 1.95 | NA | NA | … | … | 1.97 | 2.84 | 2.11 | 2.38 | 1.81 | 0.90 | 3.30 | 0.94 | 0.88 | 1.04 | 1.15 | 0.97 | 0.93 | 1.38 | 1.02 | 0.88 | 0.95 | 1.16 | 1.84 | 1.47 | 1.40 | 1.30 | 2.00 | 1.84 | 2.02 | 1.75 | 1.73 | 1.80 | 1.89 | 1.81 | 2.67 | 2.40 | 3.69 |
| Draw Down(%) | NA | 2.10 | 4.10 | 5.55 | 5.55 | NA | NA | … | … | 2.10 | 2.85 | 1.59 | 4.29 | 4.81 | 0.87 | 5.34 | 0.73 | 0.81 | 1.35 | 2.32 | 0.86 | 0.78 | 2.30 | 0.77 | 0.46 | 0.89 | 0.58 | 2.38 | 0.50 | 0.59 | 1.06 | 3.15 | 2.14 | 2.17 | 2.15 | 1.72 | 2.05 | 1.37 | 1.08 | 2.12 | 0.88 | 0.61 |
| Yield(%) | 0.00 | 2.85 | 2.61 | 2.04 | 1.74 | 1.62 | 1.89 | … | … | 0.60 | 2.89 | 2.68 | 2.22 | 1.33 | 1.23 | 1.55 | 1.69 | 1.50 | 1.13 | 1.39 | 1.06 | 1.10 | 1.30 | 1.78 | 1.88 | 1.62 | 1.89 | 3.13 | 3.37 | 3.24 | 2.69 | 2.17 | 2.47 | 3.38 | 3.55 | 3.91 | 4.12 | 4.19 | 4.36 | 3.78 | 3.38 | 0.51 |
Data as of 04/17/2026, Common starting date is 11/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFSX (PACIFIC CAPITAL TAX-FREE SHORT INTERMEDIATE SECURITIES FUND CLASS Y) |
-1.45%
Oct 2020 – Oct 2023 |
0.40%
Oct 2017 – Oct 2022 |
0.60%
Oct 2013 – Oct 2023 |
1.04%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTFSX (PACIFIC CAPITAL TAX-FREE SHORT INTERMEDIATE SECURITIES FUND CLASS Y) |
6.66%
May 2000 – May 2003 |
4.78%
Sep 1997 – Sep 2002 |
4.13%
Dec 1994 – Dec 2004 |
3.68%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart