Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UXABX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND ADVISER SHARES) | 1.79% | 7.55% | 3.25% | 0.44% | 1.70% | 3.45% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UXABX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND ADVISER SHARES) | 08/30/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 7.55 | 3.25 | 0.44 | 1.70 | 3.45 | NA | … | … | 1.79 | 2.40 | 1.15 | 6.42 | -9.86 | 1.97 | 4.56 | 7.01 | 1.33 | 4.21 | -0.39 | 3.44 | 12.37 | -3.16 | 10.84 | 15.41 | -7.63 |
| Sharpe Ratio | NA | 1.31 | 0.06 | -0.43 | 0.01 | NA | NA | … | … | 0.26 | -0.06 | -0.74 | 0.59 | -2.21 | 0.97 | 0.55 | 2.94 | -0.03 | 1.66 | -0.24 | 1.95 | 6.27 | -0.74 | 4.67 | 3.82 | -3.91 |
| Standard Deviation(%) | NA | 3.40 | 5.53 | 5.02 | 4.54 | NA | NA | … | … | 3.56 | 7.70 | 3.34 | 4.75 | 5.13 | 2.02 | 7.80 | 1.88 | 1.82 | 2.14 | 2.49 | 1.75 | 1.97 | 4.31 | 2.33 | 4.02 | 5.33 |
| Draw Down(%) | NA | 3.37 | 7.51 | 15.96 | 15.96 | NA | NA | … | … | 3.37 | 6.87 | 2.47 | 6.94 | 15.54 | 2.48 | 11.43 | 1.40 | 1.56 | 1.08 | 5.70 | 1.29 | 0.72 | 8.95 | 1.59 | 4.60 | 10.25 |
| Yield(%) | 0.00 | 3.08 | 3.01 | 2.53 | 2.61 | 3.43 | 2.58 | … | … | 1.09 | 3.17 | 2.93 | 3.01 | 2.32 | 2.12 | 2.20 | 2.61 | 3.17 | 3.16 | 2.86 | 3.54 | 3.93 | 3.71 | 3.98 | 5.63 | 1.26 |
Data as of 06/03/2026, Common starting date is 08/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UXABX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND ADVISER SHARES) |
-3.16%
Oct 2019 – Oct 2022 |
-0.61%
Jul 2020 – Jul 2025 |
1.44%
Jul 2015 – Jul 2025 |
2.99%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UXABX (CALIFORNIA BOND FUND CALIFORNIA BOND FUND ADVISER SHARES) |
9.47%
Mar 2011 – Mar 2014 |
8.19%
Jan 2011 – Jan 2016 |
5.73%
Jan 2011 – Jan 2021 |
3.87%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart