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XBFZX: BlackRock California Municipal Income Trust (MUTUAL FUND)
Basic Info 12.71 0.01(0.08%) April 18
Asset Class: | EQUITY |
MyPlanIQ Rating: | (42%) |
Start Date: | 05/23/2003 |
Last Dividend Date: | 06/14/2022 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -3.6 | -2.0 | -6.3 | -0.9 | 0.2 | 2.2 | 0.9 | 0.7 | 3.9 | -18.6 | 2.3 | 7.1 | 10.8 | -0.6 | 3.1 | -6.1 | -0.4 | 17.4 | -5.8 | 10.4 | 12.8 | -4.4 | 22.4 | -24.1 | -5.2 | 2.2 | 2.6 | 2.6 | -1.9 |
Sharpe Ratio | NA | -3.52 | -1.04 | -1.15 | -0.26 | -0.12 | NA | NA | -0.04 | -0.05 | -2.26 | 0.77 | 0.45 | 3.31 | -0.88 | 0.89 | -1.57 | -0.15 | 6.34 | -0.87 | 2.37 | 1.71 | -0.67 | 2.92 | -1.7 | -2.15 | -0.37 | 0.15 | 0.35 | -0.49 |
Draw Down(%) | NA | 3.0 | 13.3 | 27.3 | 27.3 | 27.3 | NA | NA | 34.9 | 13.6 | 26.0 | 4.0 | 21.8 | 2.6 | 3.4 | 2.0 | 11.1 | 4.8 | 1.5 | 14.4 | 4.0 | 7.7 | 14.0 | 7.5 | 31.9 | 7.9 | 2.2 | 3.2 | 9.1 | 11.4 |
Standard Deviation(%) | NA | 4.0 | 7.2 | 7.0 | 8.9 | 6.6 | NA | NA | 6.8 | 7.7 | 8.9 | 2.9 | 15.3 | 2.8 | 2.1 | 2.8 | 4.0 | 2.7 | 2.7 | 6.7 | 4.4 | 7.5 | 6.7 | 7.6 | 14.7 | 3.8 | 3.0 | 2.9 | 4.8 | 7.7 |
Treynor Ratio | NA | -2.3 | -0.71 | -1.19 | -0.26 | -0.14 | NA | NA | 2.32 | -0.04 | -2.73 | 3.94 | 0.54 | -1.65 | -7.35 | -0.29 | 1.48 | 0.11 | -2.55 | -0.61 | -0.99 | -1.25 | 1.44 | -6.01 | 5.55 | 1.25 | -0.42 | -0.96 | 0.48 | 0.48 |
Alpha | NA | -0.06 | -0.04 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.08 | 0.01 | 0.02 | 0.04 | -0.01 | 0.02 | -0.02 | 0.0 | 0.07 | -0.03 | 0.05 | 0.05 | -0.02 | 0.09 | -0.12 | -0.03 | -0.01 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.06 | 0.11 | 0.07 | 0.09 | 0.06 | NA | NA | 0.0 | 0.09 | 0.07 | 0.01 | 0.13 | -0.06 | 0.0 | -0.08 | -0.04 | -0.04 | -0.07 | 0.1 | -0.11 | -0.1 | -0.03 | -0.04 | -0.04 | -0.07 | 0.03 | 0.0 | 0.03 | -0.08 |
RSquared | NA | 0.03 | 0.03 | 0.03 | 0.05 | 0.03 | NA | NA | 0.0 | 0.03 | 0.04 | 0.0 | 0.08 | 0.06 | 0.0 | 0.05 | 0.02 | 0.04 | 0.09 | 0.03 | 0.1 | 0.11 | 0.01 | 0.02 | 0.02 | 0.08 | 0.01 | 0.0 | 0.01 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/22/2003
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