Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XAKPX (Alliance California Municipal Income Fund Inc) | NA | 4.28% | -0.66% | 2.37% | 2.67% | 1.46% | NA | … | … |
Data as of 06/25/2019, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XAKPX (Alliance California Municipal Income Fund Inc) | 02/27/2002 | 06/25/2019 |
| 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 (%) | 0.00 | 4.28 | -0.66 | 2.37 | 2.67 | 1.46 | NA | … | … | 3.61 | -2.60 | 5.42 | -4.54 | 2.40 | 17.92 | -5.38 | 5.01 | 6.66 | -3.15 | 16.35 | -19.69 | -2.10 | -0.26 | 0.66 | 1.47 | 0.67 | 3.26 |
| Sharpe Ratio | NA | 1.17 | -0.57 | 0.24 | 0.38 | NA | NA | … | … | 3.51 | -1.81 | 1.49 | -1.25 | 0.17 | 5.22 | -1.04 | 1.36 | 1.51 | -0.69 | 1.67 | -1.64 | -1.92 | -1.07 | -0.34 | 0.09 | 0.00 | 0.49 |
| Standard Deviation(%) | NA | 1.83 | 2.96 | 6.80 | 5.99 | NA | NA | … | … | 1.72 | 2.17 | 3.23 | 3.78 | 13.92 | 3.43 | 5.21 | 3.66 | 4.40 | 4.68 | 9.71 | 12.52 | 2.68 | 3.33 | 4.42 | 5.62 | 6.25 | 5.66 |
| Draw Down(%) | NA | 3.26 | 10.63 | 13.75 | 13.75 | NA | NA | … | … | 0.67 | 5.05 | 2.33 | 10.63 | 13.75 | 2.79 | 12.57 | 2.85 | 4.72 | 10.55 | 5.54 | 28.13 | 4.30 | 4.30 | 4.84 | 9.70 | 10.32 | 6.78 |
| Yield(%) | 0.00 | 2.83 | 1.76 | 1.78 | 1.82 | 1.16 | 0.87 | … | … | 1.43 | 3.01 | 1.28 | 0.00 | 0.42 | 5.58 | 5.04 | 0.44 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/25/2019, Common starting date is 02/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAKPX (Alliance California Municipal Income Fund Inc) |
-7.78%
Dec 2005 – Dec 2008 |
-4.34%
Dec 2003 – Dec 2008 |
-0.46%
Jun 2003 – Jun 2013 |
0.72%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XAKPX (Alliance California Municipal Income Fund Inc) |
9.83%
Aug 2013 – Aug 2016 |
6.04%
Mar 2011 – Mar 2016 |
3.64%
Dec 2008 – Dec 2018 |
1.47%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart