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SCTIX: CALIFORNIA LIMITED-TERM TAX-FREE FUND ADMINISTRATOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Muni Single State Short |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 09/27/1996 |
| Last Dividend Date: | 08/29/2025 |
| 12-Mo. Yield | 2.17% |
| Expenses | 0.50% |
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Performance Analytics (As of 10/03/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/27/1996 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.2 | 4.6 | 1.5 | 1.5 | 2.0 | 2.4 | 2.9 | 3.9 | 3.2 | 4.3 | -4.6 | -0.1 | 2.1 | 3.8 | 0.8 | 2.4 | -0.3 | 1.8 | 3.7 | 1.4 | 3.6 | 4.7 | 2.2 | 8.7 | 0.0 | 3.3 | 3.6 | 1.6 | 2.8 | 2.6 | 6.2 | 4.4 | 7.0 | 0.1 | 4.3 | 4.7 | 2.1 |
| Sharpe Ratio | NA | 0.08 | 0.51 | -0.37 | 0.03 | NA | NA | 0.37 | 0.83 | -0.19 | 0.3 | -2.81 | -0.18 | 0.44 | 1.98 | -0.49 | 1.22 | -0.31 | 1.54 | 3.15 | 1.16 | 3.36 | 3.69 | 1.94 | 4.79 | -0.4 | 0.12 | 0.11 | -0.41 | 0.79 | 0.98 | 2.4 | 1.12 | 1.61 | -1.78 | 0.05 | 0.6 | 0.92 |
| Draw Down(%) | NA | 2.2 | 2.9 | 7.7 | 7.7 | NA | NA | 9.8 | 2.2 | 1.2 | 2.9 | 7.0 | 1.1 | 7.1 | 0.9 | 1.2 | 1.7 | 3.3 | 1.3 | 0.7 | 1.7 | 0.7 | 0.6 | 0.8 | 0.6 | 4.1 | 0.7 | 0.9 | 1.5 | 3.3 | 2.4 | 2.8 | 1.6 | 0.9 | 2.1 | 9.8 | 1.2 | 1.7 |
| Standard Deviation(%) | NA | 2.6 | 2.2 | 2.0 | 2.1 | NA | NA | 3.5 | 2.6 | 2.0 | 2.3 | 2.2 | 1.0 | 4.1 | 1.2 | 1.2 | 1.4 | 1.6 | 1.2 | 1.2 | 1.2 | 1.1 | 1.3 | 1.1 | 1.8 | 2.4 | 1.5 | 1.5 | 1.5 | 2.3 | 1.9 | 2.1 | 1.7 | 1.7 | 1.8 | 16.2 | 1.8 | 5.2 |
| Treynor Ratio | NA | 0.0 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | 0.03 | 0.02 | 0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | 0.02 | 0.02 | -0.03 | 0.01 | 0.01 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 1.43 | 1.42 | 1.47 | 1.67 | NA | NA | 1.44 | 1.52 | 1.13 | 1.62 | 1.74 | 1.08 | 2.07 | 1.27 | 1.0 | 1.63 | 1.85 | 1.51 | 1.54 | 1.36 | 1.48 | 1.61 | 1.31 | 1.67 | 1.46 | 1.12 | 1.05 | 1.3 | 2.14 | 1.63 | 1.47 | 1.03 | 1.14 | 1.08 | 1.61 | 1.07 | 0.99 |
| RSquared | NA | 0.61 | 0.59 | 0.59 | 0.66 | NA | NA | 0.16 | 0.68 | 0.48 | 0.64 | 0.69 | 0.22 | 0.92 | 0.45 | 0.28 | 0.39 | 0.38 | 0.28 | 0.22 | 0.35 | 0.41 | 0.42 | 0.48 | 0.58 | 0.62 | 0.68 | 0.49 | 0.43 | 0.56 | 0.52 | 0.56 | 0.63 | 0.74 | 0.49 | 0.01 | 0.55 | 0.07 |
| Yield(%) | N/A | 2.2 | 2.8 | 2.1 | 2.0 | 2.1 | 2.5 | N/A | 1.6 | 3.7 | 2.3 | 1.8 | 1.1 | 1.8 | 2.0 | 2.0 | 1.9 | 1.8 | 1.7 | 1.8 | 2.0 | 2.4 | 3.0 | 2.4 | 3.8 | 3.9 | 3.8 | 3.4 | 3.1 | 3.0 | 2.9 | 2.9 | 3.7 | 4.5 | 4.2 | 3.8 | 3.9 | 1.2 |
| Dividend Growth(%) | N/A | -41.0 | 63.1 | 8.2 | -28.8 | N/A | N/A | N/A | -56.3 | 60.8 | 22.0 | 63.2 | -41.2 | -8.7 | 0.6 | 5.8 | 3.9 | 3.8 | -2.6 | -7.7 | -17.2 | -19.1 | 23.6 | -33.3 | -6.9 | 2.0 | 12.5 | 7.0 | 5.1 | 2.3 | 1.7 | -20.6 | -15.4 | 2.5 | 11.8 | -1.0 | 223.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/27/1996
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Single State Short Asset Class Trend Rankings |
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