Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SFCIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS A) | 1.42% | 3.26% | 2.53% | 0.85% | 1.16% | 1.67% | 2.07% | 2.89% |
Data as of 07/03/2025, AR inception is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFCIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS A) | 12/30/1992 | 07/03/2025 |
| 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 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.26 | 2.53 | 0.85 | 1.16 | 1.67 | 2.07 | 2.89 | 1.42 | 1.81 | 4.08 | -4.78 | 0.13 | 1.95 | 3.56 | 0.61 | 2.09 | -0.47 | 1.64 | 3.52 | 1.23 | 3.45 | 4.48 | 2.02 | 8.37 | -0.18 | 3.04 | 3.24 | 1.36 | 2.53 | 1.95 | 5.35 | 4.22 | 6.83 | 0.04 | 5.47 | 5.12 | 3.85 | 9.16 | -1.08 | 7.10 | 0.36 |
| Sharpe Ratio | NA | -0.19 | -0.30 | -0.63 | -0.13 | NA | NA | 0.56 | -0.34 | -2.67 | -0.08 | -2.84 | 0.11 | 0.42 | 1.93 | -0.63 | 1.08 | -0.42 | 1.32 | 3.04 | 1.03 | 3.40 | 3.87 | 1.74 | 4.72 | -0.45 | 0.03 | -0.02 | -0.53 | 0.69 | 0.71 | 2.13 | 1.12 | 1.61 | -1.81 | 1.13 | 0.55 | 0.13 | 2.65 | -1.59 | 2.66 | NA |
| Standard Deviation(%) | NA | 2.50 | 2.21 | 1.94 | 2.07 | NA | NA | 1.93 | 3.06 | 1.79 | 2.24 | 2.18 | 0.95 | 4.10 | 1.12 | 1.13 | 1.36 | 1.59 | 1.22 | 1.15 | 1.16 | 1.01 | 1.15 | 1.11 | 1.76 | 2.46 | 1.39 | 1.42 | 1.53 | 2.31 | 1.78 | 1.99 | 1.71 | 1.70 | 1.76 | 1.90 | 2.93 | 2.68 | 2.01 | 2.54 | 1.88 | 0.00 |
| Draw Down(%) | NA | 2.25 | 3.56 | 7.74 | 7.74 | NA | NA | 7.74 | 2.25 | 1.17 | 2.97 | 7.15 | 1.08 | 7.07 | 0.96 | 1.24 | 1.66 | 3.29 | 1.40 | 0.70 | 1.61 | 0.65 | 0.57 | 0.94 | 0.59 | 4.13 | 0.65 | 0.86 | 1.50 | 3.35 | 2.48 | 2.79 | 1.60 | 0.92 | 2.06 | 1.15 | 2.01 | 2.27 | 0.87 | 3.41 | 1.36 | 0.00 |
| Yield(%) | 0.00 | 2.03 | 2.10 | 1.77 | 1.73 | 1.88 | 2.22 | 2.91 | 0.92 | 2.35 | 2.11 | 1.59 | 1.43 | 1.64 | 1.84 | 1.81 | 1.71 | 1.58 | 1.53 | 1.63 | 1.78 | 2.19 | 2.78 | 2.21 | 3.58 | 3.69 | 3.56 | 3.18 | 2.84 | 2.68 | 2.31 | 2.12 | 3.58 | 4.40 | 4.14 | 4.89 | 4.15 | 3.76 | 3.84 | 3.96 | 3.90 | 0.26 |
Data as of 07/03/2025, AR inception is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFCIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS A) |
-1.59%
Oct 2019 - Oct 2022 |
-0.27%
Sep 2017 - Sep 2022 |
0.72%
Oct 2013 - Oct 2023 |
1.64%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFCIX (CALIFORNIA LIMITED-TERM TAX-FREE FUND CLASS A) |
6.02%
Dec 1994 - Dec 1997 |
5.03%
Mar 1994 - Mar 1999 |
4.42%
Jan 1993 - Jan 2003 |
4.01%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart