CAF vs CALI
Comparison between Morgan Stanley China A Share Fund Inc (CAF, ETF) and BlackRock Short-Term California Muni Bond ETF (CALI, ETF).
CAF vs CALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
CAF
$295M
CALI
$295M
Expense Ratio
CAF
N/A
CALI
0.20%
Max Drawdown
CAF
84.15%
Winner
CALI
1.08%
Sharpe Ratio
Winner
CAF
1.96
CALI
-0.89
5Y Beta
CAF
0.39
Winner
CALI
0.01
5Y Dividends CAGR
CAF
-39.05%
CALI
N/A
CAF vs CALI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CAF
+2.10%
CALI
+0.31%
3M
Winner
CAF
+10.90%
CALI
+0.34%
6M
Winner
CAF
+20.43%
CALI
+1.18%
1Y
Winner
CAF
+47.97%
CALI
+3.01%
5Y(CAGR)
CAF
-1.73%
CALI
N/A
10Y(CAGR)
CAF
+5.64%
CALI
N/A
Max(CAGR)
Winner
CAF
+9.04%
CALI
+3.13%
CAF vs CALI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CAF | CALI |
|---|---|---|
| 2026 | +8.72% | +0.93% |
| 2025 | +42.50% | +3.26% |
| 2024 | +0.52% | +2.84% |
| 2023 | -9.64% | +1.97% |
| 2022 | -31.42% | N/A |
| 2021 | -2.55% | N/A |
| 2020 | +10.91% | N/A |
| 2019 | +24.02% | N/A |
| 2018 | -15.74% | N/A |
| 2017 | +41.08% | N/A |
| 2016 | -7.41% | N/A |
| 2015 | +12.06% | N/A |
| 2014 | +38.76% | N/A |
| 2013 | -4.11% | N/A |
| 2012 | +32.20% | N/A |
| 2011 | -29.66% | N/A |
| 2010 | -8.64% | N/A |
| 2009 | +59.50% | N/A |
| 2008 | -49.62% | N/A |
| 2007 | +89.68% | N/A |
| 2006 | +54.38% | N/A |
CAF vs CALI Drawdown Comparison
The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The current CAF drawdown is -8.34%.
| Rank | CAF | CALI |
|---|---|---|
| #1 | -66.21% Sep 27, 2007 - Apr 6, 2015 | -0.78% Apr 4, 2025 - May 27, 2025 |
| #2 | -49.04% Jun 1, 2021 - Jul 30, 2024 | -0.67% Feb 27, 2026 - May 28, 2026 |
| #3 | -39.21% Jun 11, 2015 - May 16, 2017 | -0.45% Sep 13, 2023 - Nov 3, 2023 |
| #4 | -33.95% Jan 26, 2018 - Dec 14, 2020 | -0.32% Dec 2, 2024 - Jan 15, 2025 |
| #5 | -18.59% Jan 3, 2007 - Apr 3, 2007 | -0.31% Mar 20, 2024 - May 2, 2024 |
| #6 | -13.35% Aug 13, 2007 - Aug 22, 2007 | -0.24% Jan 9, 2024 - Feb 1, 2024 |
| #7 | -11.69% May 7, 2007 - Jun 14, 2007 | -0.23% Mar 3, 2025 - Apr 1, 2025 |
| #8 | -10.34% Apr 27, 2015 - May 26, 2015 | -0.22% Jan 17, 2025 - Jan 31, 2025 |
| #9 | -9.52% Jun 20, 2017 - Sep 7, 2017 | -0.22% Oct 3, 2024 - Nov 4, 2024 |
| #10 | -7.52% Jun 19, 2007 - Jul 11, 2007 | -0.19% Sep 17, 2025 - Oct 10, 2025 |
| #11 | -7.09% Sep 6, 2007 - Sep 18, 2007 | -0.18% Nov 5, 2024 - Nov 8, 2024 |
| #12 | -6.85% Aug 27, 2007 - Aug 31, 2007 | -0.17% Jan 15, 2025 - Jan 17, 2025 |
| #13 | -6.61% Oct 5, 2006 - Nov 29, 2006 | -0.16% Jun 6, 2024 - Jun 12, 2024 |
| #14 | -5.76% Jan 5, 2021 - Feb 16, 2021 | -0.16% Nov 8, 2024 - Nov 15, 2024 |
| #15 | -5.58% Oct 26, 2017 - Dec 26, 2017 | -0.15% Jul 23, 2024 - Jul 30, 2024 |
Correlation
Correlation between CAF and CALI is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2007 - 2026)
CAF vs CALI dividend yield comparison.
| Year | CAF | CALI |
|---|---|---|
| 2026 | 0.00% | 0.99% |
| 2025 | 1.51% | 2.62% |
| 2024 | 2.63% | 3.14% |
| 2023 | 0.96% | 1.37% |
| 2022 | 0.02% | 0.00% |
| 2021 | 6.57% | 0.00% |
| 2020 | 10.40% | 0.00% |
| 2019 | 3.78% | 0.00% |
| 2018 | 9.48% | 0.00% |
| 2017 | 5.20% | 0.00% |
| 2016 | 4.69% | 0.00% |
| 2015 | 67.03% | 0.00% |
| 2014 | 5.66% | 0.00% |
| 2013 | 0.47% | 0.00% |
| 2012 | 8.48% | 0.00% |
| 2011 | 1.90% | 0.00% |
| 2010 | 6.30% | 0.00% |
| 2009 | 13.59% | 0.00% |
| 2008 | 28.65% | 0.00% |
| 2007 | 19.01% | 0.00% |
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