Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| USCBX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND SHARES) | -5.25% | -4.65% | 0.51% | -0.64% | 1.64% | 3.14% | 3.07% | 4.72% |
Data as of 07/18/2025, AR inception is 08/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USCBX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND SHARES) | 08/30/1989 | 07/18/2025 |
| 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 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.13 | -4.65 | 0.51 | -0.64 | 1.64 | 3.14 | 3.07 | 4.72 | -5.25 | 1.10 | 6.68 | -9.73 | 2.32 | 4.83 | 7.25 | 1.47 | 5.61 | 0.11 | 3.69 | 12.63 | -2.95 | 11.17 | 14.74 | 0.46 | 18.78 | -12.94 | 0.19 | 5.13 | 3.81 | 5.62 | 4.52 | 7.01 | 3.26 | 14.36 | -5.17 | 6.88 | 10.36 | 5.40 | 21.87 | -9.33 | 10.73 | 7.05 | 10.92 | 8.15 | 3.77 |
| Sharpe Ratio | NA | -0.70 | -0.35 | -0.43 | 0.10 | NA | NA | 0.63 | -0.88 | -1.62 | 0.51 | -2.17 | 1.11 | 0.59 | 2.97 | 0.09 | 2.30 | -0.04 | 2.05 | 6.24 | -0.69 | 4.70 | 3.51 | 0.08 | 3.52 | -1.53 | -0.86 | 0.74 | 0.65 | 1.07 | 0.91 | 1.69 | 0.28 | 3.41 | -2.50 | 1.08 | 2.09 | 0.38 | 3.65 | -1.79 | 2.17 | 1.38 | 2.45 | 0.68 | 1.88 |
| Standard Deviation(%) | NA | 8.00 | 5.86 | 4.96 | 4.49 | NA | NA | 4.31 | 10.40 | 3.39 | 4.79 | 5.13 | 2.07 | 7.77 | 1.97 | 1.85 | 2.18 | 2.53 | 1.78 | 2.02 | 4.30 | 2.38 | 4.19 | 4.81 | 5.31 | 9.04 | 3.29 | 2.51 | 2.55 | 4.37 | 4.18 | 3.49 | 3.43 | 3.01 | 3.35 | 3.31 | 3.26 | 5.04 | 4.94 | 6.86 | 3.98 | 3.34 | 2.91 | 4.22 | 3.40 |
| Draw Down(%) | NA | 7.44 | 8.90 | 15.70 | 15.70 | NA | NA | 17.53 | 6.85 | 2.37 | 6.88 | 15.45 | 2.47 | 11.42 | 1.39 | 1.54 | 1.08 | 5.34 | 1.22 | 0.72 | 8.88 | 1.59 | 4.50 | 9.58 | 5.41 | 17.53 | 4.56 | 1.53 | 2.36 | 5.28 | 6.40 | 4.81 | 4.06 | 3.22 | 7.36 | 2.27 | 2.32 | 4.94 | 3.44 | 14.01 | 3.96 | 4.56 | 1.78 | 4.42 | 1.12 |
| Yield(%) | 0.00 | 2.68 | 2.97 | 2.58 | 2.95 | 3.63 | 3.59 | 5.06 | 1.09 | 3.15 | 3.26 | 2.53 | 2.37 | 2.46 | 2.86 | 3.40 | 3.41 | 3.37 | 3.78 | 4.19 | 3.92 | 4.21 | 5.09 | 4.53 | 5.53 | 4.72 | 4.15 | 5.45 | 4.72 | 5.44 | 4.16 | 3.49 | 4.90 | 5.60 | 5.15 | 5.28 | 5.66 | 5.63 | 6.43 | 5.33 | 5.74 | 6.07 | 6.65 | 6.69 | 2.80 |
Data as of 07/18/2025, AR inception is 08/30/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCBX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND SHARES) |
-2.91%
Oct 2019 - Oct 2022 |
0.05%
Oct 2017 - Oct 2022 |
1.84%
Oct 2012 - Oct 2022 |
3.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USCBX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND SHARES) |
12.34%
Dec 1994 - Dec 1997 |
8.36%
Jan 2011 - Jan 2016 |
7.20%
Dec 1994 - Dec 2004 |
6.70%
Jan 1990 - Jan 2005 |
Annualized Rolling Returns Comparison Chart