Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) | 0.17% | 1.66% | 2.71% | 1.19% | 1.75% | 2.04% | 1.74% | 1.42% |
Data as of 07/03/2025, AR inception is 08/06/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) | 08/06/1990 | 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 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 1.66 | 2.71 | 1.19 | 1.75 | 2.04 | 1.74 | 1.42 | 0.17 | 2.25 | 5.06 | -4.66 | 0.74 | 3.39 | 5.25 | 1.23 | 2.82 | -0.37 | 2.01 | 4.28 | -1.63 | 3.34 | 7.37 | 2.90 | 4.07 | -2.18 | 0.56 | 0.07 | -1.60 | -0.48 | 0.35 | 2.20 | 0.50 | 4.08 | -4.19 | 0.72 | 1.90 | -0.80 | 8.56 | -7.62 | 3.45 | 1.14 | 3.78 | 1.52 |
| Sharpe Ratio | NA | -0.46 | -0.21 | -0.36 | 0.13 | NA | NA | -0.21 | -0.67 | -1.83 | 0.35 | -2.32 | 0.65 | 0.54 | 2.86 | -0.07 | 1.53 | -0.33 | 1.32 | 2.88 | -0.72 | 1.91 | 3.91 | 1.35 | 1.66 | -0.91 | -1.73 | -2.41 | -2.23 | -0.58 | -0.16 | 0.56 | -1.23 | -0.01 | -5.33 | -1.80 | -0.92 | -1.35 | 1.70 | -2.97 | 0.70 | -0.63 | 0.02 | -0.52 |
| Standard Deviation(%) | NA | 3.44 | 2.72 | 2.37 | 2.67 | NA | NA | 2.31 | 4.10 | 2.37 | 2.35 | 2.61 | 1.10 | 5.85 | 1.34 | 1.29 | 1.43 | 1.78 | 1.50 | 1.48 | 2.32 | 1.73 | 1.88 | 2.08 | 2.39 | 3.40 | 1.41 | 1.33 | 1.69 | 2.47 | 2.18 | 1.95 | 1.51 | 1.21 | 1.39 | 1.45 | 1.75 | 3.16 | 2.78 | 3.56 | 1.96 | 1.96 | 2.11 | 2.23 |
| Draw Down(%) | NA | 3.23 | 4.30 | 8.55 | 9.82 | NA | NA | 9.82 | 3.23 | 1.70 | 2.98 | 7.90 | 1.41 | 9.82 | 1.30 | 1.11 | 1.43 | 4.01 | 1.87 | 0.92 | 4.55 | 1.46 | 1.64 | 3.48 | 3.06 | 7.47 | 1.90 | 1.97 | 2.96 | 4.89 | 4.20 | 3.29 | 2.09 | 1.90 | 5.01 | 1.77 | 2.17 | 4.50 | 2.12 | 9.16 | 1.94 | 2.79 | 1.93 | 1.36 |
| Yield(%) | 0.00 | 2.44 | 2.56 | 2.12 | 2.13 | 2.38 | 1.94 | 1.30 | 0.89 | 2.87 | 2.69 | 1.86 | 1.55 | 1.95 | 2.14 | 2.39 | 1.96 | 2.09 | 2.19 | 2.56 | 2.43 | 2.97 | 3.23 | 4.04 | 0.98 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 07/03/2025, AR inception is 08/06/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) |
-1.47%
May 2003 - May 2006 |
-0.75%
Oct 2003 - Oct 2008 |
-0.22%
Oct 1998 - Oct 2008 |
0.03%
Oct 1993 - Oct 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) |
5.31%
Jun 2009 - Jun 2012 |
3.67%
Jun 2009 - Jun 2014 |
2.92%
Jun 2009 - Jun 2019 |
2.38%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart