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PYCRX: PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS) (MUTUAL FUND)
Basic Info 9.99 0.01(0.10%) June 05
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 01/28/1999 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.54% |
| Expenses | 0.45% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/20/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 1.0 | 6.2 | 4.1 | 1.7 | 2.5 | 2.9 | 3.2 | 3.4 | 5.2 | 2.0 | 6.8 | -6.4 | 1.0 | 3.8 | 8.0 | 0.6 | 6.0 | -0.5 | 2.4 | 6.1 | -0.8 | 4.7 | 9.5 | 1.5 | 7.1 | 1.2 | 3.7 | 3.7 | 1.7 | 2.7 | 3.3 | 7.2 | 3.8 | 11.1 | -2.0 |
| Sharpe Ratio | NA | -0.05 | 1.45 | 0.25 | -0.25 | 0.25 | NA | NA | 0.67 | 0.53 | -0.57 | 0.95 | -2.37 | 0.6 | 0.58 | 3.28 | -0.46 | 2.63 | -0.36 | 1.4 | 3.64 | -0.32 | 2.16 | 4.0 | 0.53 | 2.39 | 0.05 | 0.24 | 0.13 | -0.22 | 0.51 | 0.81 | 2.03 | 0.53 | 3.56 | -2.87 |
| Draw Down(%) | NA | 2.9 | 2.9 | 3.9 | 10.8 | 10.8 | NA | NA | 10.8 | 3.9 | 2.1 | 4.0 | 10.1 | 1.8 | 9.4 | 1.3 | 1.9 | 1.3 | 4.6 | 2.2 | 1.1 | 4.8 | 2.4 | 2.2 | 4.8 | 2.3 | 8.1 | 1.7 | 1.3 | 2.9 | 5.5 | 4.9 | 4.5 | 3.0 | 2.0 | 3.1 |
| Standard Deviation(%) | NA | 2.8 | 2.5 | 3.5 | 3.3 | 3.3 | NA | NA | 2.9 | 4.3 | 2.9 | 3.3 | 3.3 | 1.7 | 6.2 | 2.0 | 1.8 | 2.1 | 2.0 | 1.7 | 1.7 | 2.7 | 2.1 | 2.4 | 2.6 | 2.9 | 4.8 | 2.2 | 2.2 | 2.7 | 3.4 | 3.2 | 3.0 | 2.6 | 1.9 | 1.9 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.01 | -0.01 | 0.01 | NA | NA | 0.03 | 0.03 | -0.02 | 0.05 | -0.14 | 0.01 | 0.06 | 0.08 | -0.01 | 0.08 | -0.01 | 0.04 | 0.09 | -0.01 | 0.06 | 0.15 | 0.02 | 0.11 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 | 0.04 | 0.09 | 0.02 | 0.15 | -0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.72 | 0.67 | 0.67 | 0.64 | 0.64 | NA | NA | 0.65 | 0.71 | 0.68 | 0.61 | 0.55 | 0.7 | 0.64 | 0.8 | 0.66 | 0.67 | 0.57 | 0.61 | 0.65 | 0.63 | 0.75 | 0.65 | 0.68 | 0.62 | 0.62 | 0.66 | 0.74 | 0.83 | 0.75 | 0.71 | 0.7 | 0.7 | 0.45 | 0.43 |
| RSquared | NA | 0.85 | 0.73 | 0.8 | 0.79 | 0.8 | NA | NA | 0.78 | 0.82 | 0.78 | 0.77 | 0.8 | 0.58 | 0.84 | 0.74 | 0.63 | 0.79 | 0.84 | 0.8 | 0.74 | 0.84 | 0.73 | 0.63 | 0.81 | 0.69 | 0.85 | 0.79 | 0.72 | 0.75 | 0.86 | 0.83 | 0.77 | 0.73 | 0.53 | 0.5 |
| Yield(%) | N/A | 1.1 | 3.2 | 3.5 | 2.6 | 2.8 | 3.0 | 3.2 | N/A | 3.5 | 3.4 | 3.4 | 1.7 | 1.5 | 2.1 | 4.9 | 2.4 | 2.4 | 3.2 | 3.3 | 3.1 | 2.9 | 3.5 | 2.7 | 4.8 | 3.8 | 3.5 | 3.6 | 3.5 | 4.0 | 3.2 | 3.9 | 5.1 | 3.9 | 4.6 | 3.3 |
| Dividend Growth(%) | N/A | -68.3 | -8.5 | 78.2 | -8.4 | -14.7 | N/A | N/A | N/A | 1.2 | 3.3 | 87.6 | 12.0 | -26.2 | -56.6 | 101.0 | 4.8 | -28.8 | -4.6 | 8.5 | 4.6 | -17.6 | 38.2 | -44.6 | 31.7 | 4.6 | -2.8 | 2.3 | -13.5 | 23.0 | -18.1 | -21.6 | 31.0 | -11.3 | 33.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/20/1999
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