Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCTAX (CALIFORNIA TAX-FREE FUND CLASS A) | 1.24% | 6.00% | 3.63% | 0.29% | 1.39% | 3.16% | 3.23% | … | … |
Data as of 06/05/2026, Common starting date is 11/29/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCTAX (CALIFORNIA TAX-FREE FUND CLASS A) | 11/29/1988 | 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.00 | 3.63 | 0.29 | 1.39 | 3.16 | 3.23 | … | … | 1.24 | 2.10 | 3.60 | 5.49 | -10.24 | 0.79 | 4.11 | 6.97 | 0.55 | 4.00 | -0.21 | 3.27 | 11.79 | -1.27 | 9.78 | 11.20 | 1.68 | 15.44 | -8.10 | 1.98 | 4.90 | 4.59 | 4.85 | 4.17 | 6.96 | 4.19 | 13.69 | -3.65 | 6.82 | 8.27 | 1.88 | 12.36 | -5.64 | 11.02 | 8.32 | 11.63 | 6.54 | 10.78 | 1.55 |
| Sharpe Ratio | NA | 1.19 | 0.17 | -0.54 | -0.05 | NA | NA | … | … | 0.11 | -0.14 | 0.00 | 0.43 | -2.68 | 0.46 | 0.50 | 2.83 | -0.47 | 1.47 | -0.14 | 1.51 | 5.89 | -0.40 | 4.11 | 3.72 | 0.51 | 3.89 | -1.36 | -0.44 | 0.62 | 0.85 | 0.98 | 0.98 | 1.89 | 0.63 | 3.36 | -2.47 | 1.20 | 1.42 | -0.31 | 1.48 | -1.65 | 2.70 | 1.95 | 2.57 | 0.24 | 1.11 | 1.57 |
| Standard Deviation(%) | NA | 2.72 | 4.48 | 4.13 | 4.08 | NA | NA | … | … | 2.84 | 5.61 | 3.47 | 4.26 | 4.37 | 1.65 | 7.72 | 1.94 | 1.80 | 2.29 | 3.04 | 2.14 | 2.00 | 3.28 | 2.38 | 3.00 | 3.12 | 3.94 | 6.63 | 2.68 | 2.41 | 2.76 | 3.95 | 3.51 | 3.08 | 2.79 | 2.82 | 2.84 | 2.80 | 3.21 | 5.73 | 5.67 | 5.27 | 3.26 | 2.97 | 2.98 | 4.35 | 4.36 | 8.49 |
| Draw Down(%) | NA | 2.56 | 6.40 | 14.97 | 14.97 | NA | NA | … | … | 2.56 | 5.85 | 2.33 | 6.64 | 14.19 | 2.13 | 11.52 | 1.57 | 2.14 | 1.42 | 6.96 | 2.46 | 1.39 | 6.64 | 1.85 | 2.51 | 5.98 | 2.59 | 13.23 | 2.60 | 1.67 | 2.45 | 5.85 | 5.26 | 3.85 | 3.58 | 2.94 | 6.08 | 1.91 | 2.29 | 5.50 | 5.09 | 8.94 | 2.30 | 3.46 | 1.82 | 4.41 | 2.90 | 0.80 |
| Yield(%) | 0.00 | 3.17 | 3.71 | 2.87 | 2.82 | 3.47 | 3.55 | … | … | 1.13 | 3.32 | 4.62 | 3.24 | 2.60 | 1.69 | 2.78 | 3.17 | 3.20 | 3.10 | 2.94 | 3.04 | 3.62 | 3.46 | 3.85 | 4.53 | 3.92 | 5.00 | 4.44 | 4.59 | 4.60 | 5.30 | 4.90 | 4.96 | 4.59 | 5.26 | 5.12 | 4.71 | 5.87 | 4.98 | 4.97 | 5.90 | 5.61 | 5.85 | 6.30 | 6.81 | 6.99 | 7.21 | 2.09 |
Data as of 06/05/2026, Common starting date is 11/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTAX (CALIFORNIA TAX-FREE FUND CLASS A) |
-3.83%
Oct 2020 – Oct 2023 |
-0.45%
Jul 2020 – Jul 2025 |
1.40%
Jul 2015 – Jul 2025 |
2.72%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTAX (CALIFORNIA TAX-FREE FUND CLASS A) |
12.50%
Sep 1990 – Sep 1993 |
9.64%
Dec 1988 – Dec 1993 |
7.12%
Mar 1989 – Mar 1999 |
6.47%
Feb 1989 – Feb 2004 |
Annualized Rolling Returns Comparison Chart