Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFCCX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS C) | NA | 2.86% | 3.03% | 0.50% | 0.61% | 1.07% | 1.47% | … | … |
Data as of 11/19/2025, Common starting date is 08/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFCCX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS C) | 08/29/2002 | 11/19/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.86 | 3.03 | 0.50 | 0.61 | 1.07 | 1.47 | … | … | 3.12 | 1.86 | 3.30 | -5.27 | -0.72 | 1.17 | 2.79 | -0.22 | 1.40 | -1.30 | 0.89 | 2.83 | 0.46 | 2.58 | 3.72 | 1.33 | 7.62 | -1.03 | 2.31 | 2.54 | 0.68 | 1.75 | 0.67 | 0.39 |
| Sharpe Ratio | NA | -0.05 | -0.18 | -0.91 | -0.45 | NA | NA | … | … | 0.25 | -0.98 | -0.16 | -3.17 | -0.82 | 0.22 | 1.29 | -1.56 | 0.58 | -1.02 | 0.78 | 2.64 | 0.40 | 3.02 | 3.67 | 1.31 | 4.78 | -0.85 | -0.68 | -0.69 | -1.11 | 0.34 | -0.03 | 0.06 |
| Standard Deviation(%) | NA | 2.38 | 2.11 | 1.94 | 2.05 | NA | NA | … | … | 2.41 | 1.79 | 2.20 | 2.12 | 0.92 | 4.15 | 1.02 | 1.04 | 1.29 | 1.48 | 1.11 | 1.07 | 1.06 | 0.84 | 1.00 | 0.94 | 1.57 | 2.33 | 1.24 | 1.28 | 1.43 | 2.28 | 1.72 | 2.46 |
| Draw Down(%) | NA | 2.25 | 3.34 | 8.42 | 8.42 | NA | NA | … | … | 2.25 | 1.26 | 3.34 | 7.44 | 1.25 | 7.07 | 1.02 | 1.45 | 1.78 | 3.56 | 1.65 | 0.77 | 1.77 | 0.65 | 0.59 | 0.99 | 0.59 | 4.18 | 0.72 | 0.96 | 1.56 | 3.48 | 2.68 | 2.88 |
| Yield(%) | 0.00 | 1.45 | 1.73 | 1.28 | 1.10 | 1.18 | 1.53 | … | … | 1.22 | 2.31 | 1.36 | 1.11 | 0.57 | 0.88 | 1.08 | 0.98 | 0.94 | 0.82 | 0.80 | 0.86 | 1.01 | 1.44 | 2.05 | 1.52 | 2.74 | 2.95 | 2.85 | 2.41 | 2.18 | 1.92 | 1.04 | 0.01 |
Data as of 11/19/2025, Common starting date is 08/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFCCX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS C) |
-2.29%
Oct 2019 – Oct 2022 |
-1.01%
Sep 2017 – Sep 2022 |
-0.03%
Oct 2013 – Oct 2023 |
0.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFCCX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS C) |
4.19%
Dec 2008 – Dec 2011 |
3.15%
Oct 2008 – Oct 2013 |
2.50%
May 2004 – May 2014 |
1.89%
Jun 2004 – Jun 2019 |
Annualized Rolling Returns Comparison Chart