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Pacific Capital Tax Free Short Intermediate Securities Fund (PTFSX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 5, 2026

The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in investment grade municipal obligations - debt securities that pay interest which, in the opinion of counsel to the issuer, is exempt from both federal income tax and the federal alternative minimum tax. It normally invests not less than 50% of its net assets in Hawaii municipal obligations.

Sharpe ratio is not yet available for PTFSX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Pacific Capital Tax Free Short Intermediate Securities Fund's Sharpe Ratio with other mutual funds in the Municipal Bonds category across multiple time periods, showing how PTFSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 5, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
DFABXDFA Short-Term Selective State Municipal Bond Portfolio4.77
DNYMXDFA NY Municipal Bond Portfolio4.63
DFCMXDFA California Short Term Municipal Bond Portfolio4.58
USMTXJPMorgan Ultra-Short Municipal Fund4.52
DFSMXDFA Short Term Municipal Bond Portfolio4.16
USMSXJPMorgan Ultra-Short Municipal Fund4.15
BTMSXBaird Short-Term Municipal Bond Fund3.78
DMREXDFA Municipal Real Return Portfolio3.76
BSNSXBaird Strategic Municipal Bond Fund3.74
DSSMXDFA Selective State Municipal Bond Portfolio3.60
PTFSXPacific Capital Tax Free Short Intermediate Securities Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows PTFSX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when PTFSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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