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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
SGCBX (CALIFORNIA TAX-FREE FUND CLASS B) NA -2.89% 2.85% 3.15% 3.47% 3.72% NA 3.92%
Data as of 01/24/2017, AR inception is 12/30/1997
More Performance Analytics Comparison
Name Start Date End Date
SGCBX (CALIFORNIA TAX-FREE FUND CLASS B) 12/30/1997 01/24/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.00 -2.89 2.85 3.15 3.47 3.72 NA 3.92 0.00 -2.34 2.59 10.89 -1.98 8.96 10.45 0.95 14.51 -8.69 1.39 4.07 3.75 3.98 3.59 6.99 3.55 12.83 -4.33 6.07 0.27
Sharpe Ratio NA -1.17 1.20 1.24 0.89 NA NA 0.80 0.00 -0.93 1.22 5.49 -0.62 3.95 3.49 0.28 3.69 -1.45 -0.64 0.34 0.59 0.80 0.84 1.88 0.46 3.25 -2.83 0.99 NA
Standard Deviation(%) NA 2.66 2.29 2.49 3.42 NA NA 3.20 NA 2.72 2.10 1.98 3.22 2.27 2.98 3.06 3.91 6.62 2.54 2.26 2.70 3.81 3.43 3.13 2.70 2.71 2.67 2.78 0.00
Draw Down(%) NA 7.33 7.33 7.33 13.74 NA NA 13.74 0.00 7.33 2.71 1.50 6.88 1.82 2.64 6.05 2.77 13.74 2.80 1.88 2.63 6.02 5.37 3.95 3.64 3.03 6.40 2.02 0.00
Yield(%) 0.00 1.98 2.44 2.66 3.09 3.47 3.50 3.69 0.00 1.98 2.29 2.84 2.74 3.08 3.77 3.22 4.11 3.75 3.88 3.88 4.46 4.06 4.45 4.55 4.52 4.37 4.02 5.16 0.18
Data as of 01/24/2017, 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
SGCBX (CALIFORNIA TAX-FREE FUND CLASS B) -1.23%
Dec 2005 - Dec 2008
0.78%
Dec 2003 - Dec 2008
2.56%
Dec 1998 - Dec 2008
3.72%
Nov 2001 - Nov 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGCBX (CALIFORNIA TAX-FREE FUND CLASS B) 8.48%
Dec 2008 - Dec 2011
6.56%
Mar 2011 - Mar 2016
4.61%
Jun 2006 - Jun 2016
5.01%
Jan 2000 - Jan 2015
Annualized Rolling Returns Comparison Chart