Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SGCAX (CALIFORNIA TAX-FREE FUND ADMINISTRATOR CLASS) | -3.87% | -2.72% | 0.49% | -0.71% | 1.47% | 2.95% | 3.15% | 3.88% |
Data as of 07/29/2025, AR inception is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGCAX (CALIFORNIA TAX-FREE FUND ADMINISTRATOR CLASS) | 12/30/1997 | 07/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -2.72 | 0.49 | -0.71 | 1.47 | 2.95 | 3.15 | 3.88 | -3.87 | 2.09 | 5.70 | -10.10 | 1.00 | 4.23 | 7.26 | 0.75 | 5.27 | -0.09 | 3.57 | 11.90 | -0.98 | 9.99 | 11.39 | 1.78 | 15.78 | -7.83 | 2.25 | 5.08 | 4.93 | 5.11 | 4.41 | 7.51 | 4.48 | 13.78 | -3.56 | 6.88 | 0.31 |
| Sharpe Ratio | NA | -0.98 | -0.53 | -0.69 | 0.01 | NA | NA | 0.64 | -1.38 | -1.34 | 0.34 | -2.62 | 0.58 | 0.52 | 2.92 | -0.30 | 2.07 | -0.10 | 1.61 | 5.82 | -0.30 | 4.20 | 3.73 | 0.54 | 3.95 | -1.30 | -0.27 | 0.74 | 0.98 | 1.05 | 1.05 | 2.02 | 0.77 | 3.45 | -2.36 | 1.24 | NA |
| Standard Deviation(%) | NA | 5.93 | 4.67 | 4.04 | 4.04 | NA | NA | 3.62 | 7.13 | 3.36 | 4.25 | 4.41 | 1.68 | 7.70 | 2.00 | 1.86 | 2.25 | 3.02 | 2.20 | 2.04 | 3.32 | 2.39 | 3.05 | 3.16 | 3.97 | 6.69 | 2.74 | 2.46 | 2.80 | 3.97 | 3.55 | 3.17 | 2.83 | 2.81 | 2.87 | 2.86 | 0.00 |
| Draw Down(%) | NA | 6.22 | 7.07 | 14.75 | 14.75 | NA | NA | 14.75 | 5.74 | 2.32 | 6.52 | 14.10 | 2.13 | 11.57 | 1.64 | 2.00 | 1.42 | 6.95 | 2.46 | 1.29 | 6.64 | 1.77 | 2.60 | 5.94 | 2.57 | 12.99 | 2.62 | 1.61 | 2.43 | 5.80 | 5.21 | 3.93 | 3.55 | 2.92 | 6.04 | 1.90 | 0.00 |
| Yield(%) | 0.00 | 2.92 | 3.14 | 2.63 | 2.97 | 3.55 | 3.69 | 4.21 | 1.17 | 3.46 | 3.44 | 2.79 | 1.82 | 2.97 | 3.37 | 3.40 | 3.32 | 3.14 | 3.24 | 3.84 | 3.66 | 4.06 | 4.73 | 4.11 | 5.24 | 4.70 | 4.85 | 4.87 | 5.53 | 5.15 | 5.27 | 5.11 | 5.44 | 5.33 | 4.77 | 5.93 | 0.22 |
Data as of 07/29/2025, AR inception is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCAX (CALIFORNIA TAX-FREE FUND ADMINISTRATOR CLASS) |
-3.67%
Oct 2020 - Oct 2023 |
-0.25%
Oct 2017 - Oct 2022 |
1.62%
May 2015 - May 2025 |
3.08%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGCAX (CALIFORNIA TAX-FREE FUND ADMINISTRATOR CLASS) |
9.49%
Dec 2008 - Dec 2011 |
7.55%
Mar 2011 - Mar 2016 |
5.79%
Dec 2008 - Dec 2018 |
5.97%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart