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CALI vs CAF

Comparison between BlackRock Short-Term California Muni Bond ETF (CALI, ETF) and Morgan Stanley China A Share Fund Inc (CAF, ETF).

CALI vs CAF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CALI
$295M
Winner
CAF
$295M
Expense Ratio
CALI
0.20%
CAF
N/A
Max Drawdown
Winner
CALI
1.08%
CAF
84.15%
Sharpe Ratio
CALI
-0.89
Winner
CAF
1.96
5Y Beta
Winner
CALI
0.01
CAF
0.39
5Y Dividends CAGR
CALI
N/A
CAF
-39.05%

CALI vs CAF - Historical Returns

Returns include dividend reinvestment.

1M
CALI
+0.31%
Winner
CAF
+2.10%
3M
CALI
+0.34%
Winner
CAF
+10.90%
6M
CALI
+1.18%
Winner
CAF
+20.43%
1Y
CALI
+3.01%
Winner
CAF
+47.97%
5Y(CAGR)
CALI
N/A
CAF
-1.73%
10Y(CAGR)
CALI
N/A
CAF
+5.64%
Max(CAGR)
CALI
+3.13%
Winner
CAF
+9.04%

CALI vs CAF - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearCALICAF
2026+0.93%+8.72%
2025+3.26%+42.50%
2024+2.84%+0.52%
2023+1.97%-9.64%
2022N/A-31.42%
2021N/A-2.55%
2020N/A+10.91%
2019N/A+24.02%
2018N/A-15.74%
2017N/A+41.08%
2016N/A-7.41%
2015N/A+12.06%
2014N/A+38.76%
2013N/A-4.11%
2012N/A+32.20%
2011N/A-29.66%
2010N/A-8.64%
2009N/A+59.50%
2008N/A-49.62%
2007N/A+89.68%
2006N/A+54.38%

CALI vs CAF Drawdown Comparison

The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.

The maximum drawdown for CAF was -66.21%, occurring on Nov 6, 2008. Recovery took 1892 trading sessions.

The current CAF drawdown is -8.34%.

RankCALICAF
#1-0.78%
Apr 4, 2025 - May 27, 2025
-66.21%
Sep 27, 2007 - Apr 6, 2015
#2-0.67%
Feb 27, 2026 - May 28, 2026
-49.04%
Jun 1, 2021 - Jul 30, 2024
#3-0.45%
Sep 13, 2023 - Nov 3, 2023
-39.21%
Jun 11, 2015 - May 16, 2017
#4-0.32%
Dec 2, 2024 - Jan 15, 2025
-33.95%
Jan 26, 2018 - Dec 14, 2020
#5-0.31%
Mar 20, 2024 - May 2, 2024
-18.59%
Jan 3, 2007 - Apr 3, 2007
#6-0.24%
Jan 9, 2024 - Feb 1, 2024
-13.35%
Aug 13, 2007 - Aug 22, 2007
#7-0.23%
Mar 3, 2025 - Apr 1, 2025
-11.69%
May 7, 2007 - Jun 14, 2007
#8-0.22%
Jan 17, 2025 - Jan 31, 2025
-10.34%
Apr 27, 2015 - May 26, 2015
#9-0.22%
Oct 3, 2024 - Nov 4, 2024
-9.52%
Jun 20, 2017 - Sep 7, 2017
#10-0.19%
Sep 17, 2025 - Oct 10, 2025
-7.52%
Jun 19, 2007 - Jul 11, 2007
#11-0.18%
Nov 5, 2024 - Nov 8, 2024
-7.09%
Sep 6, 2007 - Sep 18, 2007
#12-0.17%
Jan 15, 2025 - Jan 17, 2025
-6.85%
Aug 27, 2007 - Aug 31, 2007
#13-0.16%
Jun 6, 2024 - Jun 12, 2024
-6.61%
Oct 5, 2006 - Nov 29, 2006
#14-0.16%
Nov 8, 2024 - Nov 15, 2024
-5.76%
Jan 5, 2021 - Feb 16, 2021
#15-0.15%
Jul 23, 2024 - Jul 30, 2024
-5.58%
Oct 26, 2017 - Dec 26, 2017

Correlation

Correlation between CALI and CAF is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

CALI vs CAF dividend yield comparison.

YearCALICAF
20260.99%0.00%
20252.62%1.51%
20243.14%2.63%
20231.37%0.96%
20220.00%0.02%
20210.00%6.57%
20200.00%10.40%
20190.00%3.78%
20180.00%9.48%
20170.00%5.20%
20160.00%4.69%
20150.00%67.03%
20140.00%5.66%
20130.00%0.47%
20120.00%8.48%
20110.00%1.90%
20100.00%6.30%
20090.00%13.59%
20080.00%28.65%
20070.00%19.01%

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