Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCTCX (CALIFORNIA TAX-FREE FUND CLASS C) | -2.73% | -1.67% | 0.54% | -1.08% | 0.73% | 2.14% | 2.27% | 3.07% |
Data as of 07/09/2025, AR inception is 07/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCTCX (CALIFORNIA TAX-FREE FUND CLASS C) | 07/29/1993 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | -1.67 | 0.54 | -1.08 | 0.73 | 2.14 | 2.27 | 3.07 | -2.73 | 1.43 | 4.77 | -10.98 | 0.30 | 3.29 | 6.19 | -0.23 | 4.32 | -0.99 | 2.58 | 10.89 | -1.99 | 8.96 | 10.44 | 0.94 | 14.50 | -8.72 | 1.20 | 4.05 | 3.74 | 4.06 | 3.46 | 6.79 | 3.43 | 12.80 | -4.26 | 6.04 | 7.51 | 0.99 | 11.61 | -6.38 | 2.59 |
| Sharpe Ratio | NA | -0.79 | -0.54 | -0.77 | -0.16 | NA | NA | 0.33 | -1.08 | -1.56 | 0.12 | -2.87 | 0.18 | 0.40 | 2.56 | -0.92 | 1.67 | -0.41 | 1.24 | 5.58 | -0.63 | 3.91 | 3.61 | 0.28 | 3.68 | -1.45 | -0.69 | 0.34 | 0.60 | 0.81 | 0.82 | 1.87 | 0.41 | 3.27 | -2.75 | 1.01 | 1.21 | -0.44 | 1.28 | -1.71 | 1.21 |
| Standard Deviation(%) | NA | 5.85 | 4.63 | 3.98 | 3.98 | NA | NA | 3.79 | 7.48 | 3.30 | 4.24 | 4.32 | 1.58 | 7.67 | 1.86 | 1.69 | 2.22 | 2.93 | 2.05 | 1.95 | 3.23 | 2.30 | 2.88 | 3.03 | 3.91 | 6.61 | 2.62 | 2.34 | 2.61 | 3.83 | 3.38 | 3.04 | 2.70 | 2.66 | 2.72 | 2.69 | 3.28 | 5.72 | 6.05 | 5.44 | 3.38 |
| Draw Down(%) | NA | 6.49 | 7.63 | 15.96 | 15.96 | NA | NA | 15.96 | 5.89 | 2.34 | 7.00 | 14.68 | 2.09 | 11.61 | 1.62 | 2.26 | 1.43 | 7.34 | 2.80 | 1.42 | 6.88 | 1.90 | 2.55 | 6.14 | 2.69 | 13.76 | 2.97 | 1.97 | 2.55 | 6.02 | 5.37 | 3.95 | 3.64 | 3.03 | 6.42 | 2.02 | 2.43 | 5.59 | 5.16 | 9.52 | 2.31 |
| Yield(%) | 0.00 | 2.36 | 2.37 | 1.91 | 2.12 | 2.61 | 2.77 | 3.33 | 1.08 | 2.50 | 2.50 | 1.93 | 1.19 | 2.01 | 2.40 | 2.47 | 2.35 | 2.16 | 2.29 | 2.84 | 2.74 | 3.09 | 3.76 | 3.22 | 4.12 | 3.74 | 3.88 | 3.88 | 4.46 | 4.06 | 4.35 | 4.38 | 4.50 | 4.37 | 4.02 | 5.15 | 4.23 | 4.22 | 5.11 | 4.90 | 2.27 |
Data as of 07/09/2025, AR inception is 07/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTCX (CALIFORNIA TAX-FREE FUND CLASS C) |
-4.46%
Oct 2020 - Oct 2023 |
-1.13%
Oct 2017 - Oct 2022 |
0.71%
May 2015 - May 2025 |
2.15%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTCX (CALIFORNIA TAX-FREE FUND CLASS C) |
8.47%
Dec 2008 - Dec 2011 |
6.54%
Mar 2011 - Mar 2016 |
5.14%
Dec 1994 - Dec 2004 |
4.97%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart