PortfoliosLab logoPortfoliosLab logo
PRXCX vs. VCITX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PRXCX vs. VCITX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price California Tax Free Bond Fund (PRXCX) and Vanguard California Long-Term Tax-Exempt Fund Investor Shares (VCITX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, PRXCX achieves a 2.21% return, which is significantly higher than VCITX's 1.94% return. Over the past 10 years, PRXCX has underperformed VCITX with an annualized return of 2.29%, while VCITX has yielded a comparatively higher 2.47% annualized return.


PRXCX

1D
0.09%
1M
1.99%
YTD
2.21%
6M
3.04%
1Y
9.05%
3Y*
4.80%
5Y*
1.46%
10Y*
2.29%

VCITX

1D
0.09%
1M
1.98%
YTD
1.94%
6M
2.43%
1Y
8.17%
3Y*
4.78%
5Y*
1.35%
10Y*
2.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PRXCX vs. VCITX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PRXCX
T. Rowe Price California Tax Free Bond Fund
2.21%3.99%3.62%7.64%-9.93%2.68%4.39%7.31%0.75%5.54%
VCITX
Vanguard California Long-Term Tax-Exempt Fund Investor Shares
1.94%4.90%2.66%7.51%-10.06%1.46%5.60%8.81%0.67%6.82%

Correlation

The correlation between PRXCX and VCITX is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.84

Correlation (3Y)
Calculated over the trailing 3-year period

0.89

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (10Y)
Calculated over the trailing 10-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Jan 2, 1987

0.86

The correlation between PRXCX and VCITX has been stable across timeframes, ranging from 0.84 to 0.92 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

PRXCX vs. VCITX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRXCX
PRXCX Risk / Return Rank: 8282
Overall Rank
PRXCX Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
PRXCX Sortino Ratio Rank: 9595
Sortino Ratio Rank
PRXCX Omega Ratio Rank: 9595
Omega Ratio Rank
PRXCX Calmar Ratio Rank: 6767
Calmar Ratio Rank
PRXCX Martin Ratio Rank: 6060
Martin Ratio Rank

VCITX
VCITX Risk / Return Rank: 7171
Overall Rank
VCITX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
VCITX Sortino Ratio Rank: 9191
Sortino Ratio Rank
VCITX Omega Ratio Rank: 9292
Omega Ratio Rank
VCITX Calmar Ratio Rank: 4343
Calmar Ratio Rank
VCITX Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRXCX vs. VCITX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price California Tax Free Bond Fund (PRXCX) and Vanguard California Long-Term Tax-Exempt Fund Investor Shares (VCITX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


PRXCXVCITXDifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.47

Omega ratioGain probability vs. loss probability

1.74

1.66

+0.09

Calmar ratioReturn relative to maximum drawdown

3.00

2.39

+0.61

Martin ratioReturn relative to average drawdown

11.16

8.49

+2.67

PRXCX vs. VCITX - Sharpe Ratio Comparison

The current PRXCX Sharpe Ratio is 2.88, which is comparable to the VCITX Sharpe Ratio of 2.64. The chart below compares the historical Sharpe Ratios of PRXCX and VCITX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

PRXCX vs. VCITX - Drawdown Comparison

The maximum PRXCX drawdown since its inception was -21.67%, roughly equal to the maximum VCITX drawdown of -22.71%. Use the drawdown chart below to compare losses from any high point for PRXCX and VCITX.


Loading charts...

Drawdown Indicators


PRXCXVCITXDifference

Max Drawdown

Largest peak-to-trough decline

-21.67%

-22.71%

+1.04%

Max Drawdown (1Y)

Largest decline over 1 year

-3.02%

-3.43%

+0.41%

Max Drawdown (3Y)

Largest decline over 3 years

-6.68%

-6.57%

-0.11%

Max Drawdown (5Y)

Largest decline over 5 years

-15.41%

-15.79%

+0.38%

Max Drawdown (10Y)

Largest decline over 10 years

-15.41%

-15.79%

+0.38%

Current Drawdown

Current decline from peak

0.00%

-0.30%

+0.30%

Average Drawdown

Average peak-to-trough decline

-2.78%

-2.58%

-0.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.81%

0.96%

-0.15%

Volatility

PRXCX vs. VCITX - Volatility Comparison

T. Rowe Price California Tax Free Bond Fund (PRXCX) has a higher volatility of 0.89% compared to Vanguard California Long-Term Tax-Exempt Fund Investor Shares (VCITX) at 0.83%. This indicates that PRXCX's price experiences larger fluctuations and is considered to be riskier than VCITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


PRXCXVCITXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.89%

0.83%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

2.35%

2.39%

-0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

3.15%

3.11%

+0.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.41%

4.56%

-0.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.14%

4.56%

-0.42%

PRXCX vs. VCITX - Expense Ratio Comparison

PRXCX has a 0.53% expense ratio, which is higher than VCITX's 0.17% expense ratio.


Dividends

PRXCX vs. VCITX - Dividend Comparison

PRXCX's dividend yield for the trailing twelve months is around 4.60%, more than VCITX's 3.54% yield.


PositionTTM20252024202320222021202020192018201720162015
PRXCX
T. Rowe Price California Tax Free Bond Fund
4.60%4.58%4.10%3.50%2.21%2.82%2.80%2.94%3.11%3.09%3.33%3.42%
VCITX
Vanguard California Long-Term Tax-Exempt Fund Investor Shares
3.54%4.34%3.85%2.99%2.66%2.56%3.21%3.16%3.32%3.22%3.45%3.50%

Frequently Asked Questions


PRXCX and VCITX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PRXCX has higher volatility (0.89%) compared to VCITX (0.83%). In terms of maximum drawdown, PRXCX dropped -21.67% vs VCITX's -22.71%.

PRXCX currently has the higher Sharpe Ratio (2.88 vs 2.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for PRXCX and VCITX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer