Performance Comparison
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