BCITX vs. VCAIX

In the year-to-date period, BCITX achieves a -0.82% return, which is significantly lower than VCAIX's -0.60% return. Over the past 10 years, BCITX has underperformed VCAIX with an annualized return of 1.72%, while VCAIX has yielded a comparatively higher 2.07% annualized return.

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BCITX has a 0.46% expense ratio, which is higher than VCAIX's 0.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century California Intermediate-Term Tax-Free Bond Fund (BCITX) and Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares (VCAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BCITX Sharpe Ratio is 0.53, which is comparable to the VCAIX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of BCITX and VCAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCITX's dividend yield for the trailing twelve months is around 2.97%, more than VCAIX's 2.91% yield.

The maximum BCITX drawdown since its inception was -11.18%, roughly equal to the maximum VCAIX drawdown of -11.21%. Use the drawdown chart below to compare losses from any high point for BCITX and VCAIX.

American Century California Intermediate-Term Tax-Free Bond Fund (BCITX) has a higher volatility of 0.72% compared to Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares (VCAIX) at 0.53%. This indicates that BCITX's price experiences larger fluctuations and is considered to be riskier than VCAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.