Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) | 1.17% | 91.08% | 28.50% | 15.60% | 8.73% | 6.70% | 5.46% | … | … |
Data as of 05/29/2026, Common starting date is 08/06/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNCAX (CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS) | 08/06/1990 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.80 | 91.08 | 28.50 | 15.60 | 8.73 | 6.70 | 5.46 | … | … | 1.17 | 90.58 | 4.61 | 7.31 | -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 | 1.50 | 0.74 | 0.49 | 0.38 | NA | NA | … | … | 0.02 | 1.49 | 0.37 | 1.45 | -2.34 | 0.65 | 0.54 | 2.81 | -0.12 | 1.51 | -0.33 | 1.32 | 2.88 | -0.72 | 1.91 | 3.91 | 1.35 | 1.66 | -0.92 | -1.85 | -2.52 | -2.28 | -0.59 | -0.17 | 0.54 | -1.32 | -0.12 | -5.44 | -1.90 | -1.01 | -1.40 | 1.65 | -3.00 | 0.65 | -0.68 | -0.06 | -0.63 |
| Standard Deviation(%) | NA | 58.81 | 34.08 | 26.43 | 18.79 | NA | NA | … | … | 2.44 | 58.98 | 2.66 | 2.55 | 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 | 2.19 | 3.05 | 8.55 | 9.82 | NA | NA | … | … | 2.19 | 3.05 | 1.64 | 2.63 | 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 | 5.61 | 5.30 | 3.85 | 2.95 | 2.87 | 2.52 | … | … | 1.14 | 5.51 | 5.14 | 4.81 | 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 05/29/2026, Common starting date 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) |
30.09%
Oct 2022 – Oct 2025 |
16.06%
Feb 2021 – Feb 2026 |
8.85%
Feb 2016 – Feb 2026 |
6.92%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart