Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AKP (Alliance California Municipal Income Fund Inc) | NA | 12.69% | -0.43% | 5.37% | 7.35% | 6.07% | NA | … | … |
Data as of 06/28/2019, Common starting date is 02/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AKP (Alliance California Municipal Income Fund Inc) | 02/26/2002 | 06/28/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | 12.69 | -0.43 | 5.37 | 7.35 | 6.07 | NA | … | … | 8.41 | 0.66 | 4.09 | -1.68 | 9.72 | 18.43 | -12.34 | 5.91 | 17.95 | 10.08 | 43.88 | -25.28 | -8.37 | 7.06 | 15.95 | 11.45 | 4.92 | -2.82 |
| Sharpe Ratio | NA | 1.55 | -0.16 | 0.55 | 0.71 | NA | NA | … | … | 2.40 | -0.09 | 0.60 | -0.16 | 1.05 | 2.68 | -0.99 | 0.43 | 1.94 | 0.87 | 2.28 | -0.76 | -1.28 | 0.24 | 1.34 | 1.00 | 0.47 | -0.38 |
| Standard Deviation(%) | NA | 7.21 | 8.46 | 8.48 | 10.00 | NA | NA | … | … | 6.74 | 7.07 | 5.80 | 11.78 | 9.26 | 6.88 | 12.49 | 13.59 | 9.24 | 11.47 | 19.21 | 34.30 | 8.96 | 15.42 | 10.28 | 10.52 | 8.96 | 11.67 |
| Draw Down(%) | NA | 6.29 | 17.14 | 17.14 | 28.46 | NA | NA | … | … | 1.23 | 7.06 | 4.33 | 15.51 | 5.51 | 3.46 | 21.87 | 13.75 | 7.17 | 13.69 | 10.93 | 44.12 | 11.28 | 14.68 | 8.46 | 14.05 | 8.83 | 10.27 |
| Yield(%) | NA | 0.00 | 1.09 | 3.02 | 5.50 | 5.42 | 4.21 | … | … | 0.00 | 0.00 | 1.49 | 4.67 | 5.53 | 6.21 | 5.05 | 6.21 | 6.96 | 7.12 | 8.57 | 5.48 | 4.82 | 5.98 | 6.77 | 6.98 | 6.61 | 4.56 |
Data as of 06/28/2019, Common starting date is 02/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKP (Alliance California Municipal Income Fund Inc) |
-9.83%
Dec 2005 – Dec 2008 |
-1.08%
Dec 2003 – Dec 2008 |
4.14%
Apr 2008 – Apr 2018 |
4.96%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AKP (Alliance California Municipal Income Fund Inc) |
23.16%
Dec 2008 – Dec 2011 |
11.64%
Dec 2008 – Dec 2013 |
8.79%
Dec 2008 – Dec 2018 |
6.14%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison Chart