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CMF: iShares California Muni Bond ETF (ETF)
Basic Info 55.2 0.09(0.16%) April 17
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 10/11/2007 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 2.37% |
| Expenses | 0.08% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/11/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -3.4 | -0.7 | 1.3 | 0.0 | 1.5 | 2.8 | 3.1 | 1.6 | 5.7 | -8.4 | 0.8 | 4.5 | 6.9 | 1.0 | 4.6 | -0.1 | 3.0 | 11.4 | -2.7 | 7.1 | 16.5 | -2.6 | 8.1 | 0.6 | 1.7 |
| Sharpe Ratio | NA | -2.02 | -1.42 | -0.62 | -0.63 | -0.04 | NA | 0.23 | -1.31 | 0.33 | -1.88 | 0.41 | 0.36 | 2.39 | -0.14 | 1.49 | -0.1 | 0.86 | 0.46 | -0.39 | 0.91 | 2.19 | -0.45 | 0.95 | -0.03 | 1.35 |
| Draw Down(%) | NA | 5.1 | 5.7 | 6.6 | 12.4 | 14.6 | NA | 16.5 | 2.2 | 5.8 | 12.2 | 2.2 | 14.6 | 1.7 | 2.4 | 1.5 | 6.6 | 3.1 | 15.9 | 10.0 | 4.0 | 4.2 | 9.3 | 4.8 | 13.2 | 1.0 |
| Standard Deviation(%) | NA | 7.0 | 5.0 | 4.9 | 4.1 | 5.1 | NA | 8.6 | 3.8 | 4.5 | 5.2 | 1.9 | 11.9 | 2.3 | 2.3 | 2.7 | 3.4 | 3.4 | 24.8 | 7.1 | 7.8 | 7.5 | 6.1 | 8.5 | 11.7 | 4.4 |
| Treynor Ratio | NA | -0.28 | -0.12 | -0.04 | -0.04 | 0.0 | NA | 0.02 | -0.06 | 0.02 | -0.13 | 0.01 | 0.04 | 0.08 | 0.0 | 0.06 | 0.0 | 0.05 | -0.41 | -0.02 | 0.07 | 0.22 | -0.03 | 0.14 | 0.0 | 0.07 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | 0.0 | -0.01 | 0.03 | -0.01 | 0.0 | 0.03 | 0.02 |
| Beta | NA | 0.51 | 0.61 | 0.7 | 0.71 | 0.87 | NA | 0.84 | 0.8 | 0.76 | 0.77 | 0.65 | 1.14 | 0.68 | 0.65 | 0.7 | 0.76 | 0.64 | -0.28 | 1.12 | 1.06 | 0.75 | 0.79 | 0.57 | 0.83 | 0.8 |
| RSquared | NA | 0.41 | 0.5 | 0.58 | 0.56 | 0.6 | NA | 0.17 | 0.66 | 0.63 | 0.63 | 0.45 | 0.72 | 0.4 | 0.36 | 0.5 | 0.55 | 0.21 | 0.0 | 0.38 | 0.11 | 0.08 | 0.2 | 0.07 | 0.26 | 0.31 |
| Yield(%) | N/A | 0.2 | 2.4 | 2.2 | 1.9 | 2.1 | 2.7 | N/A | 2.8 | 2.3 | 1.6 | 1.6 | 1.8 | 2.1 | 2.1 | 2.1 | 2.2 | 2.6 | 3.0 | 2.9 | 2.9 | 4.1 | 3.9 | 3.9 | 3.4 | 0.8 |
| Dividend Growth(%) | N/A | -91.7 | -3.9 | 14.8 | -9.4 | N/A | N/A | N/A | 20.5 | 35.4 | -0.7 | -12.9 | -9.1 | -2.0 | 2.3 | -2.9 | -15.4 | -8.6 | -2.6 | 3.7 | -19.4 | -2.1 | 4.2 | 11.6 | 318.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/11/2007
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See Muni California Intermediate Asset Class Trend Rankings |
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