Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTXFX (PACIFIC CAPITAL TAX-FREE SECURITIES FUND CLASS Y) | 0.94% | 6.30% | 3.51% | 1.04% | 1.95% | 2.66% | 2.97% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTXFX (PACIFIC CAPITAL TAX-FREE SECURITIES FUND CLASS Y) | 11/29/1994 | 06/05/2026 |
| 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 (%) | 0.10 | 6.30 | 3.51 | 1.04 | 1.95 | 2.66 | 2.97 | … | … | 0.94 | 5.05 | 2.14 | 3.71 | -6.73 | 0.89 | 5.01 | 6.48 | 1.20 | 3.88 | -0.17 | 2.67 | 7.57 | -2.60 | 5.77 | 8.73 | 1.91 | 8.08 | -0.05 | 3.02 | 3.64 | 1.60 | 2.91 | 5.06 | 9.41 | 4.20 | 11.16 | -2.98 | 6.33 | 8.57 | 2.63 | 15.24 | 3.19 |
| Sharpe Ratio | NA | 1.57 | 0.18 | -0.51 | 0.10 | NA | NA | … | … | -0.16 | 0.64 | -0.60 | 0.02 | -2.45 | 0.56 | 0.68 | 2.88 | -0.11 | 1.53 | -0.17 | 1.44 | 3.86 | -0.86 | 2.43 | 3.50 | 0.75 | 2.77 | -0.19 | -0.06 | 0.10 | -0.28 | 0.60 | 1.39 | 2.79 | 0.62 | 2.68 | -2.24 | 1.00 | 1.50 | -0.19 | 2.28 | 5.63 |
| Standard Deviation(%) | NA | 2.37 | 3.01 | 2.93 | 3.28 | NA | NA | … | … | 2.78 | 3.40 | 2.45 | 3.17 | 3.34 | 1.55 | 6.97 | 1.74 | 1.65 | 2.11 | 2.32 | 1.84 | 1.96 | 3.06 | 2.37 | 2.48 | 2.42 | 2.88 | 5.29 | 2.35 | 2.24 | 2.37 | 3.19 | 3.12 | 2.97 | 2.84 | 2.58 | 2.83 | 2.86 | 3.24 | 5.34 | 4.93 | 6.96 |
| Draw Down(%) | NA | 2.43 | 5.12 | 10.96 | 10.96 | NA | NA | … | … | 2.43 | 3.38 | 1.81 | 5.66 | 10.73 | 1.86 | 10.07 | 1.61 | 1.76 | 1.83 | 5.13 | 2.04 | 1.27 | 6.38 | 2.10 | 1.94 | 3.98 | 2.15 | 9.11 | 1.61 | 1.49 | 2.19 | 4.54 | 4.72 | 3.22 | 3.60 | 2.72 | 5.60 | 2.11 | 2.72 | 5.41 | 2.92 | 1.02 |
| Yield(%) | 0.00 | 3.26 | 3.03 | 2.56 | 2.50 | 2.84 | 3.13 | … | … | 1.14 | 3.36 | 2.92 | 2.69 | 2.28 | 2.27 | 2.56 | 2.54 | 2.44 | 2.26 | 2.50 | 3.01 | 3.36 | 3.13 | 3.56 | 3.98 | 3.83 | 4.04 | 4.39 | 4.49 | 4.13 | 5.28 | 5.30 | 4.77 | 4.86 | 5.57 | 5.01 | 5.06 | 5.62 | 5.41 | 4.73 | 4.42 | 0.67 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| PTXFX (PACIFIC CAPITAL TAX-FREE SECURITIES FUND CLASS Y) |
-2.44%
Oct 2020 – Oct 2023 |
0.17%
Jul 2020 – Jul 2025 |
1.39%
Oct 2012 – Oct 2022 |
2.34%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTXFX (PACIFIC CAPITAL TAX-FREE SECURITIES FUND CLASS Y) |
9.08%
May 2000 – May 2003 |
6.68%
Jan 2000 – Jan 2005 |
6.14%
Dec 1994 – Dec 2004 |
5.16%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart