Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZCAX (FRANKLIN CALIFORNIA INSURED TAX-FREE INCOME ADVISOR) | NA | 4.75% | 6.79% | 5.91% | NA | NA | NA | … | … |
Data as of 10/31/2016, Common starting date is 11/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZCAX (FRANKLIN CALIFORNIA INSURED TAX-FREE INCOME ADVISOR) | 11/19/2008 | 10/31/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 4.75 | 6.79 | 5.91 | NA | NA | NA | … | … | 3.34 | 4.47 | 13.08 | -3.26 | 9.71 | 12.60 | 1.55 | 11.81 | 36.60 |
| Sharpe Ratio | NA | 2.06 | 2.73 | 2.03 | NA | NA | NA | … | … | 1.77 | 1.64 | 5.44 | -0.82 | 3.80 | 3.35 | 0.36 | 2.53 | 15.41 |
| Standard Deviation(%) | NA | 2.18 | 2.46 | 2.89 | NA | NA | NA | … | … | 2.17 | 2.72 | 2.40 | 4.04 | 2.56 | 3.75 | 4.05 | 4.63 | 100.96 |
| Draw Down(%) | NA | 2.28 | 2.74 | 8.61 | NA | NA | NA | … | … | 2.28 | 2.74 | 1.10 | 8.61 | 1.73 | 3.90 | 7.26 | 3.83 | 8.74 |
| Yield(%) | 0.00 | 3.43 | 4.27 | 4.31 | 3.66 | 2.44 | 1.83 | … | … | 2.73 | 4.00 | 4.53 | 3.92 | 4.23 | 4.89 | 4.68 | 5.00 | 0.66 |
Data as of 10/31/2016, Common starting date is 11/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZCAX (FRANKLIN CALIFORNIA INSURED TAX-FREE INCOME ADVISOR) |
2.93%
Aug 2010 – Aug 2013 |
5.41%
Aug 2010 – Aug 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZCAX (FRANKLIN CALIFORNIA INSURED TAX-FREE INCOME ADVISOR) |
9.00%
Jul 2009 – Jul 2012 |
7.73%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart