Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) | 1.29% | 6.50% | 4.26% | 1.69% | 2.47% | 2.96% | 3.24% | … | … |
Data as of 06/09/2026, Common starting date is 01/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) | 01/28/1999 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.00 | 6.50 | 4.26 | 1.69 | 2.47 | 2.96 | 3.24 | … | … | 1.29 | 5.17 | 1.98 | 6.77 | -6.38 | 1.03 | 3.82 | 8.03 | 0.56 | 6.03 | -0.52 | 2.39 | 6.06 | -0.82 | 4.65 | 9.54 | 1.47 | 7.10 | 1.23 | 3.69 | 3.70 | 1.67 | 2.70 | 3.29 | 7.25 | 3.82 | 11.06 | -1.98 |
| Sharpe Ratio | NA | 1.54 | 0.28 | -0.23 | 0.25 | NA | NA | … | … | 0.19 | 0.53 | -0.57 | 0.95 | -2.37 | 0.60 | 0.58 | 3.28 | -0.46 | 2.63 | -0.36 | 1.40 | 3.64 | -0.32 | 2.16 | 4.00 | 0.53 | 2.39 | 0.05 | 0.24 | 0.13 | -0.22 | 0.51 | 0.81 | 2.03 | 0.53 | 3.56 | -2.87 |
| Standard Deviation(%) | NA | 2.49 | 3.49 | 3.27 | 3.28 | NA | NA | … | … | 2.83 | 4.30 | 2.90 | 3.29 | 3.30 | 1.66 | 6.17 | 2.00 | 1.78 | 2.05 | 2.04 | 1.69 | 1.66 | 2.70 | 2.15 | 2.38 | 2.60 | 2.94 | 4.80 | 2.21 | 2.16 | 2.74 | 3.37 | 3.16 | 3.00 | 2.59 | 1.92 | 1.92 |
| Draw Down(%) | NA | 2.95 | 3.93 | 10.80 | 10.80 | NA | NA | … | … | 2.95 | 3.93 | 2.10 | 3.95 | 10.08 | 1.79 | 9.44 | 1.31 | 1.90 | 1.26 | 4.63 | 2.21 | 1.06 | 4.85 | 2.36 | 2.23 | 4.83 | 2.27 | 8.07 | 1.72 | 1.31 | 2.94 | 5.46 | 4.94 | 4.47 | 3.04 | 1.95 | 3.06 |
| Yield(%) | 0.00 | 3.52 | 3.55 | 2.68 | 2.81 | 2.99 | 3.22 | … | … | 1.38 | 3.52 | 3.43 | 3.42 | 1.68 | 1.49 | 2.05 | 4.87 | 2.38 | 2.36 | 3.18 | 3.31 | 3.14 | 2.90 | 3.55 | 2.74 | 4.78 | 3.77 | 3.50 | 3.60 | 3.52 | 3.98 | 3.23 | 3.91 | 5.07 | 3.86 | 4.64 | 3.30 |
Data as of 06/09/2026, Common starting date is 01/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) |
-1.77%
Oct 2020 – Oct 2023 |
0.72%
Oct 2017 – Oct 2022 |
1.59%
Oct 2012 – Oct 2022 |
2.61%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PYCRX (PAYDEN CALIFORNIA MUNCIPAL INCOME FUND PAYDEN CALIFORNIA MUNCIPAL INCOME FUND (INVESTOR CLASS)) |
7.67%
May 2000 – May 2003 |
5.67%
Jan 2000 – Jan 2005 |
4.56%
Sep 1999 – Sep 2009 |
4.49%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart