PTXFX - Pacific Capital Tax Free Securities Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up23
Number of Years Down5
Best 1 Yr Total Return (May 31, 2023)8.74%
Worst 1 Yr Total Return (May 31, 2023)N/A

Risk Statistics

3 Years
PTXFXCategory Average
5 Years
PTXFXCategory Average
10 Years
PTXFXCategory Average
Alpha
-0.49-0
-0.1-0.01
-0.2-0.01
BETA
0.80.01
0.790.01
0.820.01
Mean Annual Return
0.040
0.160
0.160
R-squared
98.330.93
97.720.94
97.490.93
Standard Deviation
5.20.03
4.460.03
3.90.03
Sharpe Ratio
-0.160.01
0.090
0.240.01
Treynor Ratio
-1.180.03
0.40.01
1.040.03