Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SQCMX (CALIFORNIA MUNICIPAL FUND CLASS B) | NA | 4.94% | 3.91% | 5.01% | 2.95% | 3.82% | NA | 3.90% |
Data as of 06/16/2015, AR inception is 03/25/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SQCMX (CALIFORNIA MUNICIPAL FUND CLASS B) | 03/25/1997 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.94 | 3.91 | 5.01 | 2.95 | 3.82 | NA | 3.90 | 0.57 | 12.76 | -4.66 | 8.90 | 10.38 | 1.11 | 20.61 | -18.31 | -2.31 | 4.45 | 3.28 | 4.01 | 3.07 | 7.57 | 3.28 | 12.15 | -5.27 | 5.29 | 9.64 |
| Sharpe Ratio | NA | 2.35 | 1.28 | 1.47 | 0.48 | NA | NA | 0.61 | 0.58 | 5.73 | -1.13 | 3.72 | 2.90 | 0.26 | 4.24 | -2.17 | -1.62 | 0.53 | 0.44 | 0.77 | 0.67 | 1.93 | 0.35 | 2.91 | -2.75 | 0.66 | 3.00 |
| Standard Deviation(%) | NA | 2.10 | 3.04 | 3.40 | 4.29 | NA | NA | 3.83 | 2.13 | 2.22 | 4.17 | 2.40 | 3.57 | 3.97 | 4.84 | 8.82 | 3.30 | 2.20 | 2.55 | 3.97 | 3.56 | 3.36 | 2.80 | 2.79 | 3.09 | 2.97 | 3.04 |
| Draw Down(%) | NA | 1.30 | 9.55 | 9.83 | 24.35 | NA | NA | 24.35 | 1.30 | 1.21 | 9.55 | 1.97 | 3.62 | 7.97 | 3.79 | 23.24 | 6.00 | 1.34 | 2.60 | 5.99 | 5.86 | 4.61 | 3.90 | 2.94 | 7.15 | 1.93 | 1.43 |
| Yield(%) | 0.00 | 1.69 | 2.68 | 3.18 | 3.25 | 3.70 | 3.48 | 3.86 | 0.19 | 2.98 | 3.24 | 3.16 | 3.89 | 4.03 | 4.73 | 3.68 | 3.44 | 4.10 | 4.72 | 3.82 | 3.53 | 3.81 | 3.95 | 4.61 | 4.18 | 4.74 | 3.97 |
Data as of 06/16/2015, AR inception is 03/25/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQCMX (CALIFORNIA MUNICIPAL FUND CLASS B) |
-5.89%
Dec 2005 - Dec 2008 |
-2.19%
Dec 2003 - Dec 2008 |
0.86%
Dec 1998 - Dec 2008 |
2.78%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SQCMX (CALIFORNIA MUNICIPAL FUND CLASS B) |
10.41%
Dec 2008 - Dec 2011 |
6.95%
Mar 2009 - Mar 2014 |
4.66%
Apr 1997 - Apr 2007 |
4.22%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart