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PCIDX: CALIFORNIA INTERMEDIATE MUNICIPAL BOND FUND D (MUTUAL FUND)
Basic Info
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/28/2000 |
| Last Dividend Date: | 02/28/2018 |
| 12-Mo. Yield | 2.23% |
| Expenses | 0.78% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/08/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.2 | 0.9 | 1.9 | 2.7 | 2.7 | -1.3 | 4.4 | -0.9 | 2.6 | 4.9 | -1.5 | 5.8 | 5.6 | 4.7 | 13.7 | -8.1 | 0.3 | 4.3 | 1.7 | 2.4 | 2.8 | 2.4 | 1.6 | 9.2 |
| Sharpe Ratio | NA | 0.53 | 0.51 | 0.69 | 1.02 | NA | 0.7 | -3.97 | 1.88 | -0.48 | 1.5 | 3.07 | -0.66 | 2.93 | 2.45 | 1.96 | 3.99 | -1.73 | -1.18 | 0.47 | -0.23 | 0.6 | 0.84 | 0.62 | -0.15 | 3.62 |
| Draw Down(%) | NA | 1.9 | 5.1 | 5.1 | 12.2 | NA | 13.2 | 1.5 | 1.6 | 5.1 | 2.1 | 1.1 | 5.1 | 1.6 | 2.1 | 3.1 | 3.1 | 13.2 | 2.9 | 1.1 | 1.2 | 4.4 | 3.5 | 3.3 | 6.4 | 1.3 |
| Standard Deviation(%) | NA | 1.9 | 2.0 | 2.0 | 2.6 | NA | 2.7 | 1.7 | 2.0 | 2.2 | 1.7 | 1.6 | 2.4 | 2.0 | 2.3 | 2.3 | 3.4 | 5.2 | 2.4 | 2.1 | 1.9 | 2.5 | 2.5 | 2.1 | 4.6 | 1.9 |
| Treynor Ratio | NA | 0.02 | 0.02 | 0.02 | 0.04 | NA | 0.03 | -0.1 | 0.06 | -0.02 | 0.04 | 0.08 | -0.03 | 0.1 | 0.13 | 0.08 | 0.19 | -0.14 | -0.04 | 0.01 | -0.01 | 0.03 | 0.05 | 0.03 | -0.01 | 0.14 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.65 | 0.63 | 0.6 | 0.61 | NA | 0.58 | 0.67 | 0.64 | 0.61 | 0.62 | 0.6 | 0.56 | 0.6 | 0.44 | 0.59 | 0.7 | 0.64 | 0.69 | 0.76 | 0.44 | 0.43 | 0.45 | 0.44 | 0.68 | 0.49 |
| RSquared | NA | 0.76 | 0.78 | 0.78 | 0.7 | NA | 0.6 | 0.76 | 0.76 | 0.82 | 0.76 | 0.68 | 0.81 | 0.56 | 0.31 | 0.75 | 0.67 | 0.79 | 0.76 | 0.79 | 0.45 | 0.52 | 0.51 | 0.59 | 0.22 | 0.67 |
| Yield(%) | N/A | 2.2 | 2.2 | 2.0 | 2.7 | 2.9 | N/A | 0.4 | 2.3 | 2.1 | 2.2 | 2.0 | 1.8 | 2.5 | 3.5 | 3.4 | 4.2 | 3.9 | 3.7 | 3.6 | 3.6 | 3.6 | 3.8 | 1.1 | 4.1 | 3.8 |
| Dividend Growth(%) | N/A | 2.2 | 8.4 | -36.3 | N/A | N/A | N/A | -83.9 | 4.1 | -3.2 | 15.5 | 5.1 | -25.2 | -27.4 | 5.1 | -11.9 | -6.1 | 2.7 | 3.1 | -1.7 | -2.4 | -4.6 | 263.6 | -75.1 | 13.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/08/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Intermediate Asset Class Trend Rankings |
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