Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CALI (iShares Short-Term California Muni Active ETF) | NA | -99.98% | -95.00% | -85.66% | -66.44% | NA | NA | -64.22% |
Data as of 03/11/2022, AR inception is 08/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALI (iShares Short-Term California Muni Active ETF) | 08/26/2009 | 03/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.98 | -95.00 | -85.66 | -66.44 | NA | NA | -64.22 | -99.67 | -71.46 | 250.33 | -95.00 | -81.25 | -6.73 | 143.33 | 31.78 | -69.94 | 19.01 | -39.93 | -72.43 | -39.80 | 31.93 |
| Sharpe Ratio | NA | -0.15 | -0.10 | -0.11 | -0.12 | NA | NA | -0.13 | -0.08 | -0.17 | 0.21 | -0.12 | -0.37 | -0.24 | 0.90 | 0.11 | -0.75 | 0.00 | -0.35 | -0.88 | -1.34 | 1.17 |
| Standard Deviation(%) | NA | 671.36 | 976.63 | 768.37 | 550.37 | NA | NA | 492.57 | 1,309.94 | 460.31 | 1,185.89 | 978.95 | 278.59 | 106.42 | 120.03 | 124.79 | 117.79 | 112.85 | 167.31 | 102.88 | 43.70 | 79.85 |
| Draw Down(%) | NA | 99.98 | 100.00 | 100.00 | 100.00 | NA | NA | 100.00 | 99.67 | 95.38 | 99.48 | 100.00 | 96.05 | 62.02 | 47.58 | 71.54 | 85.99 | 60.65 | 83.06 | 76.23 | 54.26 | 34.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/11/2022, AR inception is 08/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALI (iShares Short-Term California Muni Active ETF) |
-95.02%
Jan 2019 - Jan 2022 |
-87.76%
Jan 2017 - Jan 2022 |
-66.85%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALI (iShares Short-Term California Muni Active ETF) |
45.49%
Nov 2014 - Nov 2017 |
11.78%
Oct 2012 - Oct 2017 |
-32.03%
Apr 2011 - Apr 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart