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SNCAX: CALIFORNIA MUNICIPAL PORTFOLIO CALIFORNIA MUNICIPAL CLASS (MUTUAL FUND)
Basic Info 25.06 0.01(0.04%) June 05
| Asset Class: | Muni Single State Short |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 08/06/1990 |
| Last Dividend Date: | 06/01/2026 |
| 12-Mo. Yield | 5.61% |
| Expenses | 0.48% |
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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 08/06/1990 |
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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.2 | 91.1 | 28.4 | 15.6 | 8.7 | 6.7 | 5.4 | 3.3 | 90.6 | 4.6 | 7.3 | -4.7 | 0.7 | 3.4 | 5.2 | 1.2 | 2.8 | -0.4 | 2.0 | 4.3 | -1.6 | 3.3 | 7.4 | 2.9 | 4.1 | -2.2 | 0.6 | 0.1 | -1.6 | -0.5 | 0.3 | 2.2 | 0.5 | 4.1 | -4.2 | 0.7 | 1.9 | -0.8 | 8.6 | -7.6 | 3.5 | 1.1 | 3.8 | 1.5 |
| Sharpe Ratio | NA | 0.18 | 1.5 | 0.74 | 0.49 | 0.38 | NA | NA | 0.14 | 1.49 | 0.37 | 1.45 | -2.34 | 0.65 | 0.54 | 2.81 | -0.12 | 1.51 | -0.33 | 1.32 | 2.88 | -0.72 | 1.91 | 3.91 | 1.35 | 1.66 | -0.92 | -1.85 | -2.52 | -2.28 | -0.59 | -0.17 | 0.54 | -1.32 | -0.12 | -5.44 | -1.9 | -1.01 | -1.4 | 1.65 | -3.0 | 0.65 | -0.68 | -0.06 | -0.63 |
| Draw Down(%) | NA | 2.2 | 2.2 | 3.1 | 8.5 | 9.8 | NA | NA | 9.8 | 3.1 | 1.6 | 2.6 | 7.9 | 1.4 | 9.8 | 1.3 | 1.1 | 1.4 | 4.0 | 1.9 | 0.9 | 4.5 | 1.5 | 1.6 | 3.5 | 3.1 | 7.5 | 1.9 | 2.0 | 3.0 | 4.9 | 4.2 | 3.3 | 2.1 | 1.9 | 5.0 | 1.8 | 2.2 | 4.5 | 2.1 | 9.2 | 1.9 | 2.8 | 1.9 | 1.4 |
| Standard Deviation(%) | NA | 2.4 | 58.8 | 34.1 | 26.4 | 18.8 | NA | NA | 10.1 | 59.0 | 2.7 | 2.5 | 2.6 | 1.1 | 5.8 | 1.3 | 1.3 | 1.4 | 1.8 | 1.5 | 1.5 | 2.3 | 1.7 | 1.9 | 2.1 | 2.4 | 3.4 | 1.4 | 1.3 | 1.7 | 2.5 | 2.2 | 1.9 | 1.5 | 1.2 | 1.4 | 1.5 | 1.8 | 3.2 | 2.8 | 3.6 | 2.0 | 2.0 | 2.1 | 2.2 |
| Treynor Ratio | NA | 0.0 | 0.23 | 0.12 | 0.06 | 0.03 | NA | NA | 0.01 | 0.24 | 0.01 | 0.03 | -0.03 | 0.01 | 0.01 | 0.05 | 0.0 | 0.02 | 0.0 | 0.02 | 0.02 | -0.01 | 0.02 | 0.03 | 0.01 | 0.03 | -0.02 | -0.1 | -0.1 | -0.06 | -0.01 | 0.0 | 0.01 | -0.05 | -0.01 | -0.29 | -0.09 | -0.05 | -0.05 | 0.05 | -0.09 | 0.03 | -0.03 | -0.01 | -0.04 |
| Alpha | NA | 0.0 | 0.32 | 0.11 | 0.07 | 0.03 | NA | NA | 0.0 | 0.32 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | -0.01 | -0.02 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 3.91 | 2.1 | 2.06 | 2.18 | NA | NA | 1.07 | 3.61 | 0.97 | 1.37 | 1.92 | 1.16 | 2.82 | 0.77 | 0.48 | 1.15 | 1.62 | 1.28 | 1.9 | 2.87 | 2.19 | 2.23 | 2.33 | 1.24 | 1.41 | 0.26 | 0.35 | 0.68 | 1.8 | 1.31 | 0.87 | 0.39 | 0.25 | 0.26 | 0.32 | 0.33 | 0.89 | 0.85 | 1.17 | 0.41 | 0.44 | 0.12 | 0.39 |
| RSquared | NA | 0.25 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | 0.0 | 0.19 | 0.36 | 0.57 | 0.2 | 0.84 | 0.13 | 0.05 | 0.19 | 0.24 | 0.12 | 0.22 | 0.4 | 0.33 | 0.37 | 0.43 | 0.18 | 0.3 | 0.04 | 0.07 | 0.09 | 0.35 | 0.25 | 0.23 | 0.12 | 0.07 | 0.05 | 0.07 | 0.05 | 0.14 | 0.16 | 0.19 | 0.07 | 0.09 | 0.01 | 0.11 |
| Yield(%) | N/A | 1.4 | 6.1 | 5.4 | 3.9 | 3.0 | 2.9 | 2.5 | N/A | 5.5 | 5.1 | 4.8 | 1.9 | 1.6 | 1.9 | 2.1 | 2.4 | 2.0 | 2.1 | 2.2 | 2.6 | 2.4 | 3.0 | 3.2 | 4.0 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -54.4 | 13.6 | 142.3 | 95.9 | 56.7 | 585.9 | N/A | N/A | 6.6 | 9.2 | 141.6 | 18.9 | -19.1 | -6.3 | -11.5 | 23.2 | -8.6 | -4.7 | -13.2 | 1.4 | -18.0 | -4.4 | -20.9 | 323.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/1990
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