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Performance Comparison
Comparison Box

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