Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTCFX (American Funds Tax-Exempt Fund CA R5) | NA | 11.83% | 1.45% | 2.86% | NA | NA | NA | … | … |
Data as of 03/31/2010, Common starting date is 08/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTCFX (American Funds Tax-Exempt Fund CA R5) | 08/08/2002 | 03/31/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.83 | 1.45 | 2.86 | NA | NA | NA | … | … | 1.15 | 17.54 | -11.88 | 0.53 | 5.08 | 4.00 | 4.81 | 2.79 | 1.22 |
| Sharpe Ratio | NA | 4.27 | 0.08 | 0.26 | NA | NA | NA | … | … | 4.71 | 4.43 | -1.92 | -0.88 | 0.76 | 0.79 | 1.13 | 0.65 | 0.59 |
| Standard Deviation(%) | NA | 2.75 | 4.79 | 3.99 | NA | NA | NA | … | … | 1.01 | 3.94 | 6.63 | 2.85 | 2.35 | 2.33 | 3.42 | 3.24 | 3.58 |
| Draw Down(%) | NA | 3.45 | 15.89 | 15.89 | NA | NA | NA | … | … | 0.25 | 3.45 | 15.89 | 3.35 | 1.51 | 2.08 | 5.13 | 5.55 | 4.03 |
| Yield(%) | 0.00 | 1.41 | 3.04 | 3.60 | 2.55 | 1.70 | 1.28 | … | … | 0.00 | 2.31 | 4.25 | 4.14 | 4.16 | 4.15 | 4.38 | 2.19 | 0.00 |
Data as of 03/31/2010, Common starting date is 08/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTCFX (American Funds Tax-Exempt Fund CA R5) |
-2.36%
Dec 2005 – Dec 2008 |
0.29%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTCFX (American Funds Tax-Exempt Fund CA R5) |
5.53%
Aug 2003 – Aug 2006 |
3.88%
Jan 2003 – Jan 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart