Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BFZ (BlackRock California Municipal Income Closed Fund) | 4.40% | 5.08% | 5.38% | -0.22% | 1.18% | 4.74% | 3.93% | … | … |
Data as of 02/09/2026, Common starting date is 07/27/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BFZ (BlackRock California Municipal Income Closed Fund) | 07/27/2001 | 02/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 5.08 | 5.38 | -0.22 | 1.18 | 4.74 | 3.93 | … | … | 4.40 | 2.27 | -1.50 | 15.86 | -22.34 | 6.38 | 8.60 | 17.83 | -7.69 | 0.03 | -4.33 | 12.70 | 16.42 | -10.85 | 17.76 | 23.16 | 3.85 | 55.42 | -35.07 | -10.33 | 21.96 | 20.98 | 7.65 | 9.00 | 4.52 | -9.28 |
| Sharpe Ratio | NA | 0.26 | 0.20 | -0.25 | -0.04 | NA | NA | … | … | 7.00 | -0.06 | -0.62 | 1.15 | -1.88 | 0.82 | 0.40 | 2.73 | -1.56 | -0.10 | -0.41 | 1.47 | 2.13 | -0.76 | 1.57 | 2.34 | 0.27 | 2.39 | -0.82 | -1.08 | 2.09 | 2.18 | 0.75 | 0.77 | 0.29 | -1.90 |
| Standard Deviation(%) | NA | 10.10 | 9.86 | 10.19 | 10.90 | NA | NA | … | … | 6.71 | 10.66 | 8.22 | 10.71 | 12.69 | 7.72 | 20.85 | 5.98 | 5.85 | 6.23 | 11.19 | 8.63 | 7.69 | 14.40 | 11.38 | 9.89 | 13.93 | 23.19 | 43.80 | 12.57 | 8.92 | 8.60 | 8.92 | 10.81 | 11.46 | 11.98 |
| Draw Down(%) | NA | 10.36 | 16.27 | 29.76 | 29.76 | NA | NA | … | … | 0.71 | 10.36 | 7.51 | 16.27 | 28.31 | 6.17 | 26.06 | 3.72 | 10.56 | 7.06 | 15.62 | 7.03 | 3.68 | 22.00 | 7.94 | 5.43 | 16.47 | 12.50 | 51.68 | 18.28 | 3.51 | 6.12 | 13.79 | 9.96 | 8.29 | 11.43 |
| Yield(%) | 0.45 | 6.56 | 5.67 | 4.12 | 3.89 | 5.87 | 4.89 | … | … | 0.94 | 6.15 | 5.59 | 4.37 | 3.37 | 4.09 | 3.36 | 4.24 | 5.63 | 5.01 | 5.21 | 5.76 | 6.63 | 5.61 | 6.35 | 7.23 | 6.95 | 9.11 | 5.73 | 5.50 | 5.93 | 6.76 | 6.78 | 6.80 | 6.42 | 1.88 |
Data as of 02/09/2026, Common starting date is 07/27/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFZ (BlackRock California Municipal Income Closed Fund) |
-10.79%
Dec 2005 – Dec 2008 |
-2.73%
Oct 2017 – Oct 2022 |
-0.14%
Oct 2012 – Oct 2022 |
2.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BFZ (BlackRock California Municipal Income Closed Fund) |
25.74%
Dec 2008 – Dec 2011 |
15.85%
Dec 2008 – Dec 2013 |
9.70%
Nov 2002 – Nov 2012 |
7.51%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart