Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCTIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS) | NA | 3.23% | 4.56% | 1.48% | 1.55% | 1.99% | 2.42% | … | … |
Data as of 10/03/2025, Common starting date is 09/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCTIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS) | 09/27/1996 | 10/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.23 | 4.56 | 1.48 | 1.55 | 1.99 | 2.42 | … | … | 3.86 | 3.25 | 4.33 | -4.60 | -0.15 | 2.06 | 3.80 | 0.80 | 2.39 | -0.28 | 1.84 | 3.74 | 1.40 | 3.57 | 4.73 | 2.24 | 8.70 | 0.00 | 3.32 | 3.57 | 1.63 | 2.84 | 2.55 | 6.17 | 4.38 | 7.00 | 0.15 | 4.34 | 4.74 | 2.11 |
| Sharpe Ratio | NA | 0.08 | 0.51 | -0.37 | 0.03 | NA | NA | … | … | 0.83 | -0.19 | 0.30 | -2.81 | -0.18 | 0.44 | 1.98 | -0.49 | 1.22 | -0.31 | 1.54 | 3.15 | 1.16 | 3.36 | 3.69 | 1.94 | 4.79 | -0.40 | 0.12 | 0.11 | -0.41 | 0.79 | 0.98 | 2.40 | 1.12 | 1.61 | -1.78 | 0.05 | 0.60 | 0.92 |
| Standard Deviation(%) | NA | 2.56 | 2.24 | 2.00 | 2.11 | NA | NA | … | … | 2.60 | 1.97 | 2.26 | 2.15 | 0.97 | 4.13 | 1.17 | 1.19 | 1.43 | 1.60 | 1.18 | 1.18 | 1.18 | 1.05 | 1.27 | 1.11 | 1.80 | 2.43 | 1.46 | 1.46 | 1.53 | 2.34 | 1.87 | 2.09 | 1.74 | 1.73 | 1.81 | 16.24 | 1.76 | 5.24 |
| Draw Down(%) | NA | 2.19 | 2.92 | 7.70 | 7.70 | NA | NA | … | … | 2.19 | 1.19 | 2.92 | 7.03 | 1.06 | 7.08 | 0.87 | 1.21 | 1.65 | 3.28 | 1.29 | 0.66 | 1.72 | 0.66 | 0.58 | 0.84 | 0.59 | 4.07 | 0.65 | 0.88 | 1.51 | 3.26 | 2.37 | 2.84 | 1.64 | 0.94 | 2.09 | 9.82 | 1.17 | 1.74 |
| Yield(%) | 0.00 | 2.17 | 2.78 | 2.08 | 1.97 | 2.10 | 2.46 | … | … | 1.61 | 3.66 | 2.32 | 1.78 | 1.08 | 1.84 | 2.05 | 2.01 | 1.91 | 1.80 | 1.73 | 1.82 | 1.96 | 2.39 | 3.00 | 2.42 | 3.82 | 3.94 | 3.83 | 3.41 | 3.14 | 2.98 | 2.90 | 2.94 | 3.73 | 4.52 | 4.22 | 3.79 | 3.87 | 1.21 |
Data as of 10/03/2025, Common starting date is 09/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS) |
-1.59%
Oct 2019 – Oct 2022 |
-0.17%
Sep 2017 – Sep 2022 |
0.87%
Oct 2013 – Oct 2023 |
1.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCTIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS) |
5.99%
May 2000 – May 2003 |
4.57%
Dec 1999 – Dec 2004 |
4.02%
Feb 2000 – Feb 2010 |
3.80%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart