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Performance analysis of MUC (BlackRock MuniHoldings California Quality Fund)

Annual Return

Over the past 3 years, MUC has had an average annual return of +6.35%, underperforming the benchmark SPY, which returned +22.77% annual.

Over the past 5 years, MUC has had an average annual return of -2.60%, underperforming the benchmark SPY, which returned +14% annual.

Over the past 10 years, MUC has had an average annual return of +0.80%, underperforming the benchmark SPY, which returned +15.53% annual.

Since Nov 1, 1999, MUC has had an average annual return of +4.97%, underperforming the benchmark SPY, which returned +8.59% annual.

202620252024202320222021202020192018201720162015
+4.26%+5.95%+0.77%+7.84%-26.80%+7.37%+11.82%+18.13%-8.99%+6.05%-0.34%+8.53%
201420132012201120102009200820072006200520042003
+16.19%-13.96%+16.48%+22.13%+10.55%+46.81%-24.75%-6.00%-2.79%+17.23%+4.12%+10.90%
2002200120001999
+3.74%+19.94%+10.71%-5.52%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+4.48%-0.60%-4.11%+4.56%+0.50%-0.37%+4.26%
2025+2.58%+3.08%-3.30%-0.99%-1.49%+0.61%-2.29%+2.92%+5.86%+0.68%-0.98%-0.52%+5.95%
2024+0.52%-0.64%+0.35%-2.83%+1.20%+3.90%+0.89%+0.70%+3.48%-3.37%+2.93%-5.89%+0.77%
2023+7.63%-5.24%+1.97%-1.60%-2.65%+3.36%+0.31%-4.03%-7.60%-3.02%+15.43%+5.17%+7.84%
2022-6.79%-4.49%-3.71%-7.93%+3.90%-3.01%+5.58%-3.88%-10.37%-5.85%+10.39%-2.63%-26.80%
2021+0.37%-0.58%+1.65%+0.90%+4.40%+1.56%+1.35%-1.28%-0.67%-0.22%+3.49%-3.58%+7.37%
2020+3.82%-0.60%-6.79%-4.40%+8.41%+3.37%+4.20%-1.30%-2.78%+2.32%+2.84%+3.13%+11.82%
2019+4.19%+2.56%+1.66%+1.49%+0.80%+1.77%+2.89%+2.10%-0.60%+0.31%-0.97%+0.67%+18.13%
2018-4.07%-1.23%-0.80%-0.05%+1.71%-0.42%-0.55%+0.05%-3.25%-1.85%+2.83%-1.55%-8.99%
2017+2.78%-0.82%+0.02%+1.42%+1.35%+0.36%+2.65%+1.78%-0.46%-0.47%+0.28%-2.85%+6.05%

Drawdown analysis of MUC (BlackRock MuniHoldings California Quality Fund)

The maximum drawdown for the MUC was -48.88%, occurring on Dec 16, 2008. Recovery took 183 trading sessions.

The current MUC drawdown is -16.35%.

Since Nov 1, 1999 MUC has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-48.88%Dec 4, 2006512Dec 16, 2008183Sep 9, 2009695
-38.29%Nov 9, 2021492Oct 25, 2023OngoingOngoingOngoing
-24.55%Nov 30, 2012178Aug 16, 2013557Nov 2, 2015735
-23.84%Mar 6, 20208Mar 18, 202086Jul 21, 202094
-17.07%Sep 28, 2016515Oct 15, 2018203Aug 7, 2019718
-16.37%Apr 5, 200027May 15, 200083Sep 12, 2000110
-14.63%Aug 31, 201097Jan 19, 2011144Aug 15, 2011241
-14.53%Mar 15, 200442May 13, 200488Sep 20, 2004130
-12.60%Nov 17, 199942Jan 19, 200051Mar 31, 200093
-10.76%May 15, 200628Jun 23, 200666Sep 27, 200694
-10.65%Oct 8, 200929Nov 18, 200988Mar 29, 2010117
-10.33%Feb 22, 200222Mar 26, 200272Jul 9, 200294
-8.94%Sep 12, 200030Oct 24, 200048Jan 3, 200178
-8.33%Jun 16, 200333Aug 1, 2003113Jan 13, 2004146
-7.38%Oct 9, 200248Dec 17, 200288Apr 25, 2003136
-6.94%Aug 11, 202151Oct 22, 202111Nov 8, 202162
-6.91%Aug 12, 202030Sep 24, 202052Dec 8, 202082
-6.35%Sep 17, 20016Sep 25, 200112Oct 11, 200118
-6.35%Sep 19, 200522Oct 19, 200539Dec 14, 200561
-6.32%Mar 12, 20124Mar 16, 201225Apr 23, 201229
-5.71%Jan 11, 200112Jan 30, 200124Mar 6, 200136
-5.62%Mar 4, 200515Mar 28, 200533May 12, 200548
-5.14%Nov 7, 200122Dec 10, 200126Jan 17, 200248
-5.11%May 9, 200111May 24, 200153Aug 9, 200164
-4.73%Mar 6, 200129Apr 17, 200116May 9, 200145