Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMUCX (BlackRock MuniHoldings CA Quality Fd Inc) | 2.08% | 9.17% | 2.66% | -1.57% | 1.06% | 3.60% | 2.73% | … | … |
Data as of 06/03/2026, Common starting date is 11/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMUCX (BlackRock MuniHoldings CA Quality Fd Inc) | 11/19/1998 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 9.17 | 2.66 | -1.57 | 1.06 | 3.60 | 2.73 | … | … | 2.08 | 1.14 | -0.29 | 7.61 | -17.34 | 2.66 | 6.01 | 10.12 | -0.67 | 6.81 | -0.39 | 5.22 | 15.84 | -5.32 | 14.78 | 19.27 | -2.25 | 19.24 | -18.90 | -2.94 | -0.13 | -2.21 | -1.03 | 0.71 | 5.26 | -0.16 | 17.85 | -19.00 | -0.32 |
| Sharpe Ratio | NA | 1.15 | 0.01 | -0.52 | -0.08 | NA | NA | … | … | 0.32 | -0.15 | -0.76 | 0.47 | -2.21 | 1.10 | 0.44 | 3.41 | -0.95 | 2.26 | -0.16 | 2.15 | 6.34 | -0.80 | 4.20 | 1.90 | -0.38 | 2.33 | -1.02 | -1.45 | -1.06 | -1.25 | -0.37 | 0.00 | 0.92 | -0.64 | 2.29 | -3.13 | -1.32 |
| Standard Deviation(%) | NA | 4.67 | 8.63 | 7.95 | 7.19 | NA | NA | … | … | 4.85 | 11.53 | 5.17 | 8.49 | 8.51 | 2.40 | 12.92 | 2.54 | 2.17 | 2.74 | 3.70 | 2.41 | 2.50 | 6.70 | 3.54 | 10.11 | 6.09 | 8.23 | 19.36 | 4.21 | 3.37 | 3.57 | 5.49 | 5.87 | 4.48 | 4.18 | 5.94 | 7.15 | 4.70 |
| Draw Down(%) | NA | 4.00 | 12.90 | 25.54 | 25.54 | NA | NA | … | … | 4.00 | 10.55 | 3.75 | 13.36 | 24.83 | 3.15 | 18.30 | 2.11 | 3.58 | 2.04 | 9.05 | 2.64 | 1.37 | 14.28 | 3.38 | 7.28 | 11.68 | 6.68 | 32.15 | 6.95 | 4.45 | 5.82 | 9.94 | 8.90 | 6.17 | 6.36 | 8.81 | 21.13 | 2.30 |
| Yield(%) | 0.00 | 5.70 | 4.71 | 3.70 | 3.77 | 4.97 | 3.80 | … | … | 2.29 | 5.26 | 4.66 | 3.48 | 3.95 | 4.12 | 3.78 | 3.74 | 4.01 | 4.84 | 4.81 | 5.08 | 5.83 | 5.49 | 6.24 | 6.80 | 1.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.45 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMUCX (BlackRock MuniHoldings CA Quality Fd Inc) |
-7.80%
Nov 2005 – Nov 2008 |
-5.59%
Nov 2003 – Nov 2008 |
-2.60%
Dec 1998 – Dec 2008 |
1.00%
Dec 1998 – Dec 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMUCX (BlackRock MuniHoldings CA Quality Fd Inc) |
11.81%
Mar 2011 – Mar 2014 |
10.54%
Jan 2011 – Jan 2016 |
7.39%
Jan 2011 – Jan 2021 |
4.98%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart