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CMF: iShares Cali AMT-Free Muni Bond (ETF)
Basic Info 56.91 0.17(0.30%) December 07
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/11/2007 |
| Last Dividend Date: | 12/01/2022 |
| 12-Mo. Yield | 1.47% |
| Expenses | 0.25% |
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Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | -5.5 | -5.1 | 0.1 | 1.4 | 2.1 | 3.5 | 3.5 | 1.2 | 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 |
| SR | NA | -1.43 | -1.31 | -0.07 | 0.11 | 0.16 | NA | 0.34 | 0.62 | 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 |
| DD(%) | NA | 10.9 | 10.9 | 14.6 | 14.6 | 16.5 | NA | 16.5 | 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 |
| SD(%) | NA | 5.4 | 5.2 | 7.6 | 6.1 | 9.4 | NA | 9.1 | 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 |
| TR | NA | -0.11 | -0.1 | -0.01 | 0.01 | 0.02 | NA | 0.03 | 0.02 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 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 | 0.73 | 0.71 | 1.01 | 0.98 | 0.93 | NA | 0.87 | 0.63 | 1.16 | 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 |
| RS | NA | 0.59 | 0.58 | 0.66 | 0.64 | 0.16 | NA | 0.16 | 0.41 | 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 |
*: 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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