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

Mutual Fund · Currency in USD · Last updated Jun 4, 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.

Sortino 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 Sortino 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 4, 2026.

SymbolName1Y Sortino Ratio5Y Sortino Ratio10Y Sortino RatioAll Time Sortino Ratio
ATOIXabrdn Ultra Short Municipal Income Fund17.32
DFABXDFA Short-Term Selective State Municipal Bond Portfolio12.57
FHMIXFederated Hermes Conservative Municipal Microshort Fund11.49
TFCYXSEI Institutional Managed Trust Tax-Free Conservative Income Fund10.90
DFCMXDFA California Short Term Municipal Bond Portfolio10.44
DNYMXDFA NY Municipal Bond Portfolio10.39
USMTXJPMorgan Ultra-Short Municipal Fund10.05
APUSXCavanal Hill Ultra Short Tax-Free Income Fund9.99
SMAIXAllspring Ultra Short-Term Municipal Income Fund9.13
USMSXJPMorgan Ultra-Short Municipal Fund8.87
PTFSXPacific Capital Tax Free Short Intermediate Securities Fund—

S&P 500 Index

How to choose period

Historical Sortino Ratio

The chart shows PTFSX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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