Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SMCANX (California Municipal Portfolio of Closed-End Funds Trust Series 14) | NA | -17.50% | NA | NA | NA | NA | NA | -13.40% |
Data as of 04/12/2022, AR inception is 04/14/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCANX (California Municipal Portfolio of Closed-End Funds Trust Series 14) | 04/14/2020 | 04/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.10 | -17.50 | NA | NA | NA | NA | NA | -13.40 | -20.37 | 3.72 | 4.86 |
| Sharpe Ratio | NA | -2.38 | NA | NA | NA | NA | NA | -0.92 | -5.90 | 0.64 | 0.80 |
| Standard Deviation(%) | NA | 7.38 | NA | NA | NA | NA | NA | 7.62 | 9.53 | 5.81 | 8.41 |
| Draw Down(%) | NA | 23.03 | NA | NA | NA | NA | NA | 23.03 | 20.47 | 5.61 | 7.29 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2022, AR inception is 04/14/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCANX (California Municipal Portfolio of Closed-End Funds Trust Series 14) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCANX (California Municipal Portfolio of Closed-End Funds Trust Series 14) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart