CCSTX | CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS

Basic Info 9.9 0(0.0%)

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS started on 04/22/2010

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS is classified as asset class EQUITY

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS expense ratio is 0.30%

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS rating is

(92%)

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) Dividend Info

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) dividend growth in the last 12 months is 57.72%

The trailing 12-month yield of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS is 1.97%. its dividend history:

Date	Dividend
04/29/2024	0.0172
03/27/2024	0.0172
02/28/2024	0.0166
01/30/2024	0.0173
12/28/2023	0.0191
11/29/2023	0.0153
10/30/2023	0.0163
09/28/2023	0.0161
08/30/2023	0.0154
07/28/2023	0.0153
06/29/2023	0.0145
05/30/2023	0.0159
04/27/2023	0.0144
03/30/2023	0.0156
02/27/2023	0.012
01/30/2023	0.0151
12/29/2022	0.0121
11/29/2022	0.0087
10/28/2022	0.011
09/29/2022	0.0077
08/30/2022	0.0087
07/28/2022	0.0065
06/29/2022	0.0059
05/27/2022	0.0067
04/28/2022	0.0061
03/30/2022	0.0062
02/25/2022	0.0049
01/28/2022	0.0061
12/30/2021	0.006
11/29/2021	0.0059
10/28/2021	0.0045
09/29/2021	0.0042
08/30/2021	0.0062
07/29/2021	0.006
06/29/2021	0.0066
05/27/2021	0.0067
04/29/2021	0.006
03/30/2021	0.007
02/25/2021	0.006
01/28/2021	0.007
12/30/2020	0.044
11/27/2020	0.009
10/29/2020	0.006
09/29/2020	0.008
08/28/2020	0.01
07/30/2020	0.01
06/29/2020	0.008
05/28/2020	0.01
04/29/2020	0.009
03/30/2020	0.013
02/27/2020	0.011
01/30/2020	0.013
12/30/2019	0.012
11/27/2019	0.013
10/30/2019	0.008
09/27/2019	0.012
08/29/2019	0.012
07/30/2019	0.012
06/27/2019	0.012
05/30/2019	0.012
04/29/2019	0.013
03/28/2019	0.014
02/27/2019	0.012
01/30/2019	0.013
12/28/2018	0.0132
11/29/2018	0.0127
10/30/2018	0.0076
09/27/2018	0.0118
08/30/2018	0.0118
07/30/2018	0.011
06/28/2018	0.011
05/30/2018	0.011
04/27/2018	0.011
03/28/2018	0.01
02/27/2018	0.008
01/30/2018	0.012
12/28/2017	0.019
11/29/2017	0.01
10/30/2017	0.01
09/28/2017	0.01
08/30/2017	0.01
07/28/2017	0.01
06/29/2017	0.01
05/30/2017	0.01
04/27/2017	0.01
03/30/2017	0.009
02/27/2017	0.01
01/30/2017	0.009
12/29/2016	0.013
11/29/2016	0.009
10/28/2016	0.009
08/30/2016	0.008
07/28/2016	0.008
06/29/2016	0.009
05/27/2016	0.008
04/28/2016	0.009
03/30/2016	0.008
02/26/2016	0.01
01/28/2016	0.008
12/30/2015	0.019
11/27/2015	0.009
10/29/2015	0.008
09/29/2015	0.009
08/28/2015	0.009
07/30/2015	0.009
06/29/2015	0.01
05/28/2015	0.009
04/29/2015	0.01
03/30/2015	0.008
02/26/2015	0.01
01/29/2015	0.008
12/30/2014	0.007
12/11/2014	0.003
11/26/2014	0.006
10/30/2014	0.007
09/29/2014	0.007
08/28/2014	0.007
07/30/2014	0.007
06/27/2014	0.007
05/29/2014	0.007
04/29/2014	0.008
03/28/2014	0.007
02/27/2014	0.01
01/30/2014	0.008
12/30/2013	0.008
12/12/2013	0.001
11/27/2013	0.009

Dividend Growth History for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.185	1.87%	104.19%	-
2022	$0.0906	0.88%	25.66%	104.19%
2021	$0.0721	0.69%	-52.25%	60.18%
2020	$0.151	1.47%	4.14%	7.00%
2019	$0.145	1.43%	10.60%	6.28%
2018	$0.1311	1.29%	3.23%	7.13%
2017	$0.127	1.26%	28.28%	6.47%
2016	$0.099	0.97%	-16.10%	9.34%
2015	$0.118	1.15%	29.67%	5.78%
2014	$0.091	0.89%	405.56%	8.20%
2013	$0.018	0.17%	-	26.24%

Dividend Growth Chart for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX)

CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) Historical Returns And Risk Info

From 07/09/2018 to 05/10/2024, the compound annualized total return (dividend reinvested) of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 1.092%. Its cumulative total return (dividend reinvested) is 6.539%.

From 07/09/2018 to 05/10/2024, the Maximum Drawdown of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 5.0%.

From 07/09/2018 to 05/10/2024, the Sharpe Ratio of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 0.09.

From 07/09/2018 to 05/10/2024, the Annualized Standard Deviation of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 1.3%.

From 07/09/2018 to 05/10/2024, the Beta of CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 0.01.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	Since 07/09/2018	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Annualized Return(%)	0.1	0.1	2.1	0.1	0.9	0.9	1.1	3.1	-2.3	-0.5	2.4	3.0	1.4	1.6	-0.4	0.8	1.2	-0.3	0.8	2.1	-0.1
Sharpe Ratio	NA	-2.96	-1.1	-1.49	-0.39	-0.09	0.09	-0.63	-2.34	-0.61	0.69	1.85	0.13	0.99	-0.63	0.87	1.4	-0.31	0.83	2.38	-0.2
Draw Down(%)	NA	0.6	1.7	5.0	5.0	5.0	5.0	2.1	4.3	0.7	5.0	0.9	0.6	1.1	2.1	0.9	0.6	2.0	0.7	0.9	1.7
Standard Deviation(%)	NA	1.2	1.6	1.5	1.8	1.4	1.3	1.8	1.6	0.8	3.1	0.9	0.7	0.9	1.0	0.8	0.8	1.1	0.9	0.9	1.2
Treynor Ratio	NA	-3.31	-0.57	-2.12	-0.42	-0.12	0.21	-0.79	-3.27	1.43	0.79	-1.07	-0.3	-0.47	0.56	-2.53	-0.67	-0.22	-0.55	-2.41	0.46
Alpha	NA	-0.01	-0.01	-0.01	0.0	0.0	0.0	-0.01	-0.01	0.0	0.01	0.01	0.0	0.01	0.0	0.0	0.01	0.0	0.0	0.01	0.0
Beta	NA	0.01	0.03	0.01	0.02	0.01	0.01	0.01	0.01	0.0	0.03	-0.02	0.0	-0.02	-0.01	0.0	-0.02	0.02	-0.01	-0.01	-0.01
RSquare	NA	0.01	0.05	0.02	0.04	0.02	0.01	0.01	0.03	0.0	0.09	0.05	0.01	0.02	0.02	0.0	0.06	0.03	0.04	0.06	0.01
Yield(%)	N/A	0.8	2.0	1.3	1.3	1.2	N/A	2.1	1.1	1.0	1.5	1.2	1.2	1.3	1.1	1.3	1.2	0.2	0.0	0.0	0.0
Dividend Growth(%)	N/A	-61.9	57.7	N/A	N/A	N/A	N/A	90.9	10.0	-33.3	25.0	0.0	-7.7	18.2	-15.4	8.3	500.0	N/A	N/A	N/A	N/A

Return Calculator for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX)

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CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) Historical Return Chart

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CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 07/09/2018 to 05/10/2024, the worst annualized return of 3-year rolling returns for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is -0.99%.

From 07/09/2018 to 05/10/2024, the worst annualized return of 5-year rolling returns for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 0.35%.

From 07/09/2018 to 05/10/2024, the worst annualized return of 10-year rolling returns for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is 0.58%.

From 07/09/2018 to 05/10/2024, the worst annualized return of 20-year rolling returns for CAPITAL GROUP CALIFORNIA SHORT-TERM MUNICIPAL FUND SHARE CLASS (CCSTX) is NA.

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