Find A Portfolio/Ticker
Comparison Box
CMF: iShares Cali AMT-Free Muni Bond (ETF)
Basic Info 62.52 0.04(0.06%) September 16
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/11/2007 |
| Last Dividend Date: | 09/01/2021 |
| 12-Mo. Yield | 1.63% |
| Expenses | 0.25% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/16/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.6 | 1.8 | 4.5 | 2.7 | 3.8 | 4.2 | 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 | 0.42 | 0.93 | 0.52 | 0.33 | 0.36 | 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 |
| DD(%) | NA | 2.2 | 2.2 | 14.6 | 14.6 | 16.5 | 16.5 | 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 | 1.9 | 1.9 | 7.1 | 5.8 | 9.6 | 9.3 | 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 | 0.01 | 0.03 | 0.03 | 0.02 | 0.04 | 0.04 | 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 | -0.01 | 0.0 | 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 | 0.7 | 0.67 | 1.1 | 1.04 | 0.97 | 0.9 | 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 | 0.49 | 0.44 | 0.69 | 0.66 | 0.14 | 0.15 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Intermediate Asset Class Trend Rankings |
Top Rated Funds in Muni California Intermediate
Best Mutual Funds
- VCAIX (Vanguard CA Interm-Term Tax-Exempt Inv) 0.0% (94%)
- CNTIX (CNI Charter CA Tax Exempt Bond Servicing) 0.0% (91%)
- SBDAX (SEI Tax-Exempt CA Municipal Bond A) 0.0% (88%)
- JPICX (JPMorgan CA Tax Free Bond Instl) 0.0% (84%)
- PYCRX (Payden CA Municipal Income) 0.0% (81%)
- NCMAX (Columbia CA Intermediate Muni Bond Z) 0.0% (78%)
- BCITX (American Century CA Interm-T T-Fr Bd Inv) 0.0% (75%)
- NCITX (Northern CA Intermediate Tax-Exempt) 0.0% (69%)
- CFNTX (Shelton California Tax-Free Income) 0.0% (66%)
- SICYX (Legg Mason WA Interm Maturity CA Muni I) 0.11% (62%)
Best ETFs
* Day change on 09/16/2021.Best Closed End Funds
* Day change on 09/16/2021.Latest Articles Related to CMF
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments