Performance analysis of BFZ (BlackRock California Municipal Income Trust)
Annual Return
Over the past 3 years, BFZ has had an average annual return of +4.30%, underperforming the benchmark SPY, which returned +21.27% annual.
Over the past 5 years, BFZ has had an average annual return of -0.92%, underperforming the benchmark SPY, which returned +12.69% annual.
Over the past 10 years, BFZ has had an average annual return of +0.72%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Jul 27, 2001, BFZ has had an average annual return of +4.67%, underperforming the benchmark SPY, which returned +9.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.40% | +2.25% | -1.50% | +15.84% | -22.34% | +6.38% | +8.60% | +17.78% | -7.69% | -0.00387% | -4.31% | +12.72% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.42% | -10.87% | +17.77% | +23.10% | +3.86% | +55.36% | -35.06% | -10.32% | +21.96% | +20.95% | +7.66% | +11.24% |
| 2002 | 2001 | ||||||||||
| +4.80% | -8.47% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.86% | -0.44% | +4.40% | ||||||||||
| 2025 | +1.24% | +1.95% | -3.51% | -0.26% | -0.47% | +0.83% | -2.89% | +0.47% | +5.55% | +1.09% | -0.18% | -1.28% | +2.25% |
| 2024 | -1.48% | +0.00696% | +1.03% | -1.94% | +0.53% | +4.14% | +0.99% | -1.26% | +2.78% | -2.67% | +0.17% | -3.54% | -1.50% |
| 2023 | +6.23% | -2.19% | +5.02% | +1.28% | -1.88% | +3.02% | -1.95% | -1.04% | -9.65% | -3.04% | +13.79% | +7.21% | +15.84% |
| 2022 | -7.48% | -2.74% | -5.29% | -6.99% | +3.30% | -2.86% | +3.21% | -2.13% | -9.15% | -1.72% | +9.69% | -1.31% | -22.34% |
| 2021 | +0.77% | -2.54% | +3.62% | +1.83% | +1.60% | +1.78% | +0.42% | -0.52% | -0.65% | -0.11% | +0.22% | -0.09% | +6.38% |
| 2020 | +5.23% | -0.08% | -10.23% | -3.58% | +6.48% | +2% | +5.01% | -2.13% | -1.73% | -1.16% | +6.68% | +3.17% | +8.60% |
| 2019 | +4.46% | +2.53% | +1.14% | +2.14% | +0.88% | +1.26% | +2.20% | +2.60% | -0.56% | -0.79% | -0.36% | +1.10% | +17.78% |
| 2018 | -2.81% | -0.72% | -1.10% | -0.04% | +1.75% | -0.12% | -1.79% | +0.52% | -2.92% | -2.29% | +3.47% | -1.73% | -7.69% |
| 2017 | +3.57% | -0.55% | -3.04% | +0.35% | +1.40% | +0.13% | +3% | -0.54% | -0.21% | -0.49% | -1.68% | -1.75% | -0.00387% |
Drawdown analysis of BFZ (BlackRock California Municipal Income Trust)
The maximum drawdown for the BFZ was -54.04%, occurring on Dec 15, 2008. Recovery took 411 trading sessions.
The current BFZ drawdown is -7.38%.
Since Jul 27, 2001 BFZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.04% | May 2, 2007 | 410 | Dec 15, 2008 | 411 | Aug 4, 2010 | 821 |
| -29.75% | Aug 23, 2021 | 300 | Oct 31, 2022 | Ongoing | Ongoing | Ongoing |
| -26.06% | Feb 24, 2020 | 18 | Mar 19, 2020 | 180 | Dec 3, 2020 | 198 |
| -22.01% | Jan 11, 2013 | 151 | Aug 19, 2013 | 362 | Jan 27, 2015 | 513 |
| -21.46% | Aug 23, 2016 | 535 | Oct 8, 2018 | 344 | Feb 21, 2020 | 879 |
| -17.54% | Sep 24, 2010 | 80 | Jan 19, 2011 | 159 | Sep 6, 2011 | 239 |
| -13.79% | Mar 25, 2004 | 34 | May 13, 2004 | 102 | Oct 8, 2004 | 136 |
| -12.93% | Aug 23, 2001 | 146 | Apr 1, 2002 | 288 | May 21, 2003 | 434 |
| -9.97% | Jun 12, 2003 | 44 | Aug 14, 2003 | 83 | Dec 11, 2003 | 127 |
| -7.95% | Mar 1, 2012 | 11 | Mar 16, 2012 | 42 | May 16, 2012 | 53 |
| -7.03% | Feb 5, 2015 | 99 | Jun 29, 2015 | 71 | Oct 8, 2015 | 170 |
| -6.98% | Nov 30, 2012 | 18 | Dec 27, 2012 | 9 | Jan 10, 2013 | 27 |
| -6.17% | Feb 12, 2021 | 6 | Feb 23, 2021 | 34 | Apr 13, 2021 | 40 |
| -6.12% | Feb 8, 2005 | 32 | Mar 28, 2005 | 32 | May 11, 2005 | 64 |
| -5.89% | Sep 6, 2005 | 30 | Oct 18, 2005 | 40 | Dec 14, 2005 | 70 |
| -4.56% | Sep 21, 2011 | 16 | Oct 13, 2011 | 23 | Nov 15, 2011 | 39 |
| -4.47% | Dec 29, 2006 | 6 | Jan 10, 2007 | 47 | Mar 20, 2007 | 53 |
| -4.44% | Aug 3, 2012 | 13 | Aug 22, 2012 | 27 | Oct 1, 2012 | 40 |
| -4.27% | Jul 6, 2016 | 6 | Jul 14, 2016 | 25 | Aug 18, 2016 | 31 |
| -3.74% | Nov 2, 2015 | 5 | Nov 9, 2015 | 15 | Dec 1, 2015 | 20 |
| -3.68% | Nov 4, 2004 | 2 | Nov 8, 2004 | 43 | Jan 10, 2005 | 45 |
| -3.59% | Sep 10, 2010 | 4 | Sep 16, 2010 | 5 | Sep 23, 2010 | 9 |
| -3.56% | Jul 10, 2012 | 4 | Jul 16, 2012 | 7 | Jul 25, 2012 | 11 |
| -3.51% | Sep 27, 2006 | 14 | Oct 17, 2006 | 38 | Dec 11, 2006 | 52 |
| -2.95% | Dec 31, 2020 | 7 | Jan 12, 2021 | 10 | Jan 27, 2021 | 17 |