Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XBJZX (BlackRock California Municipal 2018 Term Trust) | NA | 1.13% | -0.19% | 0.23% | 2.25% | 0.58% | NA | … | … |
Data as of 02/12/2019, Common starting date is 05/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XBJZX (BlackRock California Municipal 2018 Term Trust) | 05/23/2003 | 02/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.13 | -0.19 | 0.23 | 2.25 | 0.58 | NA | … | … | 0.00 | 1.39 | 0.07 | -1.39 | -0.70 | 3.10 | 0.82 | 1.41 | 8.79 | -0.14 | 20.27 | -19.43 | -2.88 | 0.33 | 0.26 | 2.71 | -1.86 |
| Sharpe Ratio | NA | -0.05 | -0.31 | -0.10 | 0.67 | NA | NA | … | … | 0.00 | 0.01 | -0.82 | -1.67 | -0.64 | 2.90 | 0.30 | 0.51 | 2.49 | -0.06 | 3.62 | -2.27 | -2.09 | -1.29 | -0.73 | 0.43 | -0.54 |
| Standard Deviation(%) | NA | 5.21 | 3.07 | 2.48 | 2.97 | NA | NA | … | … | NA | 5.21 | 0.69 | 0.95 | 1.14 | 1.07 | 2.60 | 2.67 | 3.52 | 3.50 | 5.57 | 8.94 | 2.84 | 2.31 | 2.61 | 4.07 | 6.85 |
| Draw Down(%) | NA | 3.54 | 3.54 | 3.54 | 8.08 | NA | NA | … | … | 0.00 | 3.54 | 0.40 | 2.10 | 1.95 | 1.07 | 4.72 | 3.03 | 3.51 | 6.76 | 4.11 | 24.64 | 4.71 | 2.61 | 3.41 | 7.93 | 10.56 |
| Yield(%) | 0.00 | 3.75 | 1.45 | 1.55 | 1.39 | 0.81 | 0.60 | … | … | 0.00 | 3.78 | 0.67 | 0.00 | 0.28 | 3.52 | 3.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/12/2019, 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 |
|---|---|---|---|---|
| XBJZX (BlackRock California Municipal 2018 Term Trust) |
-7.75%
Dec 2005 – Dec 2008 |
-4.16%
Dec 2003 – Dec 2008 |
0.47%
Nov 2006 – Nov 2016 |
0.42%
Jun 2003 – Jun 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XBJZX (BlackRock California Municipal 2018 Term Trust) |
9.32%
Dec 2008 – Dec 2011 |
5.96%
Dec 2008 – Dec 2013 |
3.18%
Dec 2008 – Dec 2018 |
0.90%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart