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KCTAX: DEUTSCHE CALIFORNIA TAX-FREE INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 6.64 0(0.0%) June 05
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 06/20/1996 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.44% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | 0.3 | 1.6 | 7.0 | 4.5 | 0.8 | 1.6 | 3.1 | 3.3 | 4.0 | 3.4 | 4.0 | 6.8 | -10.6 | 1.2 | 3.3 | 7.4 | -0.1 | 4.1 | -0.9 | 3.2 | 11.6 | -3.7 | 10.8 | 10.7 | 0.9 | 14.8 | -5.9 | 2.7 | 4.3 | 3.5 | 3.6 | 4.2 | 8.9 | 2.6 | 13.1 | -3.7 | 6.0 | 8.6 | 6.6 |
| Sharpe Ratio | NA | 0.19 | 1.29 | 0.35 | -0.4 | -0.01 | NA | NA | 0.61 | 0.1 | 0.09 | 0.68 | -2.3 | 0.53 | 0.39 | 2.82 | -0.73 | 1.4 | -0.4 | 1.35 | 4.88 | -0.9 | 3.87 | 3.13 | 0.21 | 3.62 | -1.04 | -0.18 | 0.37 | 0.48 | 0.66 | 0.93 | 1.7 | 0.05 | 3.15 | -2.11 | 0.84 | 1.56 | 2.21 |
| Draw Down(%) | NA | 3.1 | 3.1 | 7.0 | 17.7 | 17.7 | NA | NA | 17.7 | 5.1 | 2.8 | 7.0 | 16.4 | 2.5 | 11.9 | 1.7 | 2.0 | 1.3 | 6.6 | 2.6 | 1.6 | 8.9 | 2.5 | 3.9 | 7.0 | 3.8 | 12.3 | 1.9 | 1.6 | 2.3 | 6.5 | 5.4 | 5.9 | 5.1 | 3.0 | 6.4 | 2.3 | 2.0 | 2.4 |
| Standard Deviation(%) | NA | 3.9 | 3.4 | 4.6 | 4.5 | 4.3 | NA | NA | 3.8 | 5.1 | 3.9 | 4.7 | 5.2 | 2.2 | 7.9 | 2.1 | 2.0 | 2.5 | 2.8 | 2.4 | 2.4 | 4.1 | 2.8 | 3.4 | 3.8 | 4.1 | 6.6 | 2.6 | 2.3 | 2.5 | 4.0 | 3.7 | 4.6 | 3.2 | 2.8 | 3.3 | 3.0 | 3.1 | 4.2 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.02 | -0.02 | 0.0 | NA | NA | 0.03 | 0.01 | 0.0 | 0.03 | -0.13 | 0.01 | 0.03 | 0.08 | -0.02 | 0.05 | -0.02 | 0.05 | 0.12 | -0.04 | 0.1 | 0.1 | 0.01 | 0.17 | -0.08 | -0.01 | 0.01 | 0.02 | 0.03 | 0.04 | 0.08 | 0.0 | 0.14 | -0.11 | 0.04 | 0.07 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 1.04 | 1.0 | 0.94 | 0.94 | 0.89 | NA | NA | 0.86 | 0.9 | 0.95 | 0.95 | 0.94 | 0.94 | 0.87 | 0.72 | 0.62 | 0.71 | 0.71 | 0.7 | 0.94 | 1.02 | 1.04 | 1.05 | 1.03 | 0.89 | 0.86 | 0.57 | 0.7 | 0.74 | 0.88 | 0.84 | 0.98 | 0.89 | 0.63 | 0.66 | 0.66 | 0.67 | 0.64 |
| RSquared | NA | 0.92 | 0.87 | 0.91 | 0.9 | 0.88 | NA | NA | 0.78 | 0.94 | 0.86 | 0.92 | 0.93 | 0.59 | 0.95 | 0.54 | 0.44 | 0.61 | 0.7 | 0.52 | 0.75 | 0.93 | 0.83 | 0.8 | 0.87 | 0.75 | 0.88 | 0.44 | 0.56 | 0.68 | 0.83 | 0.82 | 0.64 | 0.75 | 0.47 | 0.37 | 0.53 | 0.6 | 0.58 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 4.8 | 3.5 | 3.1 | 2.4 | 3.5 | 3.8 | 2.7 | 3.0 | 3.1 | 4.2 | 4.0 | 3.8 | 4.2 | 4.7 | 4.2 | 4.9 | 5.5 | 4.3 | 4.2 | 4.3 | 4.2 | 4.5 | 3.5 | 4.6 | 5.2 | 4.4 | 6.5 | 6.7 | 3.7 |
| Dividend Growth(%) | N/A | -66.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -28.7 | 38.5 | -1.4 | 29.2 | -31.8 | -4.0 | 35.9 | -9.6 | -5.0 | -27.5 | 12.4 | -1.4 | -3.9 | -6.1 | 9.0 | -8.0 | -19.3 | 23.5 | 4.1 | -4.3 | 2.5 | -6.4 | 35.2 | -26.2 | -4.2 | 8.2 | -33.0 | -0.6 | 88.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/1983
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Long Asset Class Trend Rankings |
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