Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBFZX (BlackRock California Municipal Income Trust) | 0.93% | 8.40% | 2.39% | -1.51% | 0.62% | 2.36% | 1.18% | … | … |
Data as of 06/03/2026, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBFZX (BlackRock California Municipal Income Trust) | 05/23/2003 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.40 | 2.39 | -1.51 | 0.62 | 2.36 | 1.18 | … | … | 0.93 | 1.40 | 0.45 | 7.79 | -17.07 | 2.77 | 7.36 | 10.79 | -0.57 | 3.10 | -6.13 | -0.37 | 17.42 | -5.77 | 10.36 | 12.83 | -4.43 | 22.38 | -24.12 | -5.24 | 2.15 | 2.61 | 2.61 | -1.89 |
| Sharpe Ratio | NA | 1.35 | -0.01 | -0.52 | -0.13 | NA | NA | … | … | -0.17 | -0.13 | -0.72 | 0.55 | -2.10 | 0.99 | 0.46 | 3.29 | -0.92 | 0.88 | -1.57 | -0.15 | 6.34 | -0.87 | 2.37 | 1.71 | -0.67 | 2.92 | -1.70 | -2.19 | -0.42 | 0.12 | 0.34 | -0.49 |
| Standard Deviation(%) | NA | 3.83 | 8.09 | 7.69 | 7.55 | NA | NA | … | … | 1.34 | 11.68 | 4.43 | 7.61 | 8.86 | 2.77 | 15.31 | 2.84 | 2.14 | 2.78 | 4.04 | 2.69 | 2.75 | 6.66 | 4.38 | 7.49 | 6.70 | 7.64 | 14.70 | 3.84 | 3.00 | 2.92 | 4.80 | 7.66 |
| Draw Down(%) | NA | 4.13 | 11.81 | 25.72 | 25.72 | NA | NA | … | … | 0.66 | 11.05 | 3.17 | 11.51 | 25.07 | 3.99 | 21.85 | 2.60 | 3.44 | 1.95 | 11.07 | 4.81 | 1.52 | 14.39 | 4.05 | 7.66 | 13.98 | 7.51 | 31.93 | 7.87 | 2.19 | 3.21 | 9.08 | 11.39 |
| Yield(%) | 0.00 | 4.37 | 4.53 | 3.48 | 3.08 | 3.34 | 2.24 | … | … | 0.84 | 5.55 | 5.06 | 3.75 | 3.09 | 3.61 | 2.96 | 3.60 | 5.10 | 1.57 | 0.00 | 0.45 | 6.19 | 5.71 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBFZX (BlackRock California Municipal Income Trust) |
-9.77%
Dec 2005 – Dec 2008 |
-5.01%
Dec 2003 – Dec 2008 |
-0.25%
Oct 2012 – Oct 2022 |
0.48%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBFZX (BlackRock California Municipal Income Trust) |
9.69%
Dec 2008 – Dec 2011 |
7.57%
Jan 2011 – Jan 2016 |
5.21%
Jan 2011 – Jan 2021 |
3.55%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart