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Allspring California Limited-Term Tax-Free Fund - Class A SFCIX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SFCIX | Replication |
|---|---|---|
| Annualized growth | 0.9% | 1.6% |
| Annualized volatility | 2.6% | 2.8% |
| Sharpe ratio | 0.34 | 0.60 |
| Maximum drawdown | 7.0% | 7.4% |
| Replication fit (R²) | 0.89 · Tracking error 0.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model SFCIX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MUB | FI · Municipal | 44.9% |
| VGSH | FI · Short Gov | 37.3% |
| BKLN | FI · Senior Bank Loans | 15.3% |
| STIP | FI · Short TIPS | 2.5% |