Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACAX (JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND CLASS A) | 1.71% | 8.23% | 4.04% | 0.98% | 2.02% | 3.46% | 3.44% | … | … |
Data as of 06/08/2026, Common starting date is 01/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACAX (JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND CLASS A) | 01/30/1990 | 06/08/2026 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 8.23 | 4.04 | 0.98 | 2.02 | 3.46 | 3.44 | … | … | 1.71 | 2.12 | 2.62 | 8.23 | -8.97 | 1.92 | 3.69 | 7.45 | 0.42 | 5.78 | 0.00 | 3.20 | 11.16 | -2.36 | 9.62 | 12.03 | 2.82 | 18.14 | -11.86 | 1.37 | 5.03 | 4.12 | 4.04 | 3.96 | 8.01 | 3.88 | 11.38 | -2.83 | 6.67 | 10.12 | 4.52 | 21.91 | -9.31 | 10.33 | 7.57 | 11.73 | 7.10 |
| Sharpe Ratio | NA | 1.41 | 0.12 | -0.29 | 0.08 | NA | NA | … | … | 0.37 | -0.11 | -0.23 | 0.81 | -1.95 | 1.02 | 0.45 | 3.08 | -0.53 | 2.14 | -0.07 | 1.34 | 5.26 | -0.69 | 4.16 | 3.49 | 0.76 | 4.15 | -1.84 | -0.64 | 0.71 | 0.74 | 0.81 | 0.80 | 2.03 | 0.50 | 2.83 | -2.44 | 1.12 | 1.86 | 0.17 | 3.38 | -1.78 | 1.78 | 1.48 | 3.80 | 0.61 |
| Standard Deviation(%) | NA | 3.80 | 5.75 | 5.29 | 4.70 | NA | NA | … | … | 4.13 | 7.12 | 4.38 | 5.70 | 5.36 | 1.86 | 7.68 | 1.94 | 1.82 | 2.40 | 3.13 | 2.36 | 2.12 | 3.49 | 2.32 | 3.44 | 3.59 | 4.35 | 6.94 | 2.79 | 2.28 | 2.51 | 3.76 | 4.03 | 3.38 | 2.87 | 2.53 | 2.54 | 2.85 | 3.45 | 5.05 | 5.31 | 6.97 | 4.56 | 3.40 | 2.05 | 3.71 |
| Draw Down(%) | NA | 3.69 | 8.68 | 15.15 | 15.15 | NA | NA | … | … | 3.69 | 7.85 | 3.21 | 8.37 | 14.54 | 2.33 | 12.19 | 1.43 | 2.02 | 1.46 | 7.22 | 3.06 | 1.20 | 7.60 | 1.77 | 3.13 | 6.58 | 3.90 | 15.81 | 3.17 | 1.54 | 2.08 | 6.27 | 6.32 | 4.34 | 3.83 | 2.45 | 4.71 | 1.98 | 2.36 | 5.29 | 4.21 | 13.45 | 3.54 | 3.61 | 1.20 | 4.23 |
| Yield(%) | 0.00 | 3.66 | 3.51 | 2.93 | 3.05 | 3.72 | 3.71 | … | … | 1.29 | 3.68 | 3.36 | 3.35 | 2.76 | 2.63 | 2.88 | 4.05 | 3.41 | 3.26 | 3.53 | 3.65 | 4.27 | 4.16 | 4.40 | 4.84 | 4.39 | 5.40 | 4.47 | 4.35 | 4.44 | 4.50 | 4.20 | 4.65 | 4.94 | 4.90 | 5.51 | 5.04 | 5.05 | 5.39 | 5.43 | 6.22 | 5.39 | 5.95 | 6.48 | 7.16 | 6.77 |
Data as of 06/08/2026, Common starting date is 01/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACAX (JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
-2.99%
Oct 2020 – Oct 2023 |
-0.15%
Oct 2017 – Oct 2022 |
1.60%
Oct 2012 – Oct 2022 |
2.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACAX (JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND CLASS A) |
11.98%
Sep 1990 – Sep 1993 |
8.20%
Nov 1994 – Nov 1999 |
7.02%
Aug 1990 – Aug 2000 |
6.60%
Apr 1990 – Apr 2005 |
Annualized Rolling Returns Comparison Chart
