CMF vs TOTL

Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF (TOTL, ETF).

5-Year PerformanceTOTL has outperformed CMF, delivering a return of +0.7% compared to +0.6%

CMF vs TOTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMF(ETF)	TOTL(ETF)
Net Assets	$4.30B	$4.20B
Expense Ratio	0.08%	0.55%
Max Drawdown	22.81%	25.48%
Sharpe Ratio	0.62	0.23
5Y Beta	0.03	0.02
5Y Dividends CAGR	11.08%	10.60%

Net Assets

Winner

CMF

$4.30B

TOTL

$4.20B

Expense Ratio

Winner

CMF

0.08%

TOTL

0.55%

Max Drawdown

Winner

CMF

22.81%

TOTL

25.48%

Sharpe Ratio

Winner

CMF

0.62

TOTL

0.23

5Y Beta

CMF

0.03

Winner

TOTL

0.02

5Y Dividends CAGR

Winner

CMF

11.08%

TOTL

10.60%

CMF vs TOTL - Historical Returns

Returns include dividend reinvestment.

Period	CMF	TOTL
1 month	-0.14%	-0.64%
3 months	-0.98%	-1.39%
6 months	+0.75%	-0.14%
1 year	+5.76%	+4.84%
5 years(CAGR)	+0.64%	+0.69%
10 years(CAGR)	+1.69%	+1.66%
Max(CAGR)	+3.27%	+1.71%

Winner

CMF

-0.14%

TOTL

-0.64%

Winner

CMF

-0.98%

TOTL

-1.39%

Winner

CMF

+0.75%

TOTL

-0.14%

Winner

CMF

+5.76%

TOTL

+4.84%

5Y(CAGR)

CMF

+0.64%

Winner

TOTL

+0.69%

10Y(CAGR)

Winner

CMF

+1.69%

TOTL

+1.66%

Max(CAGR)

Winner

CMF

+3.27%

TOTL

+1.71%

CMF vs TOTL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CMF	TOTL
2026	+0.31%	-0.52%
2025	+3.22%	+7.65%
2024	+1.78%	+3.51%
2023	+5.24%	+5.14%
2022	-8.18%	-11.37%
2021	+0.77%	-0.98%
2020	+4.50%	+3.42%
2019	+7.01%	+7.11%
2018	+0.92%	+0.95%
2017	+4.69%	+3.49%
2016	-0.37%	+2.64%
2015	+3.00%	-0.28%
2014	+10.66%	N/A
2013	-3.23%	N/A
2012	+7.34%	N/A
2011	+15.75%	N/A
2010	-2.55%	N/A
2009	+8.14%	N/A
2008	+0.64%	N/A
2007	+1.37%	N/A

CMF vs TOTL Drawdown Comparison

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

The maximum drawdown for TOTL was -16.48%, occurring on Nov 7, 2022. Recovery took 1001 trading sessions.

The current CMF drawdown is -1.49%. The current TOTL drawdown is -2.14%.

Rank	CMF	TOTL
#1	-16.45% Dec 26, 2014 - Feb 20, 2020	-16.48% Sep 2, 2021 - Aug 29, 2025
#2	-14.57% Mar 9, 2020 - Jul 16, 2020	-7.29% Mar 6, 2020 - Jul 30, 2020
#3	-13.25% May 21, 2008 - Jan 7, 2009	-3.29% Sep 29, 2016 - Apr 18, 2017
#4	-12.46% Aug 3, 2021 - Sep 18, 2025	-3.04% Sep 5, 2017 - Jan 3, 2019
#5	-11.65% Sep 1, 2010 - Aug 2, 2011	-2.79% Feb 27, 2026 - Mar 27, 2026
#6	-10.57% Nov 30, 2012 - Apr 10, 2014	-1.99% Jan 27, 2021 - Sep 2, 2021
#7	-5.15% Jan 22, 2008 - May 21, 2008	-1.41% Oct 4, 2019 - Jan 3, 2020
#8	-4.75% Apr 27, 2009 - Aug 17, 2009	-1.35% Oct 14, 2015 - Feb 8, 2016
#9	-4.19% Sep 24, 2009 - Apr 27, 2010	-1.31% Sep 4, 2019 - Oct 3, 2019
#10	-3.80% Apr 18, 2012 - Sep 28, 2012	-1.22% Apr 20, 2015 - Oct 2, 2015
#11	-3.05% Jan 14, 2009 - Feb 9, 2009	-1.13% Aug 6, 2020 - Dec 11, 2020
#12	-2.91% Feb 27, 2026 - Mar 24, 2026	-1.00% Oct 22, 2025 - Nov 25, 2025
#13	-2.89% Sep 22, 2011 - Dec 8, 2011	-0.94% Jun 26, 2017 - Aug 1, 2017
#14	-2.72% Feb 11, 2009 - Mar 24, 2009	-0.80% Feb 24, 2015 - Mar 23, 2015
#15	-2.18% Feb 12, 2021 - Jun 11, 2021	-0.77% Nov 26, 2025 - Dec 29, 2025

Correlation

Correlation between CMF and TOTL is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2007 - 2026)

CMF vs TOTL dividend yield comparison.

Year	CMF	TOTL
2026	0.98%	1.66%
2025	2.94%	5.23%
2024	2.78%	5.35%
2023	2.29%	4.85%
2022	1.91%	4.68%
2021	1.58%	3.07%
2020	1.80%	2.91%
2019	2.03%	3.31%
2018	2.17%	3.41%
2017	2.09%	3.00%
2016	2.21%	3.25%
2015	2.55%	2.67%
2014	2.80%	0.00%
2013	3.12%	0.00%
2012	3.08%	0.00%
2011	3.66%	0.00%
2010	4.19%	0.00%
2009	3.77%	0.00%
2008	3.52%	0.00%
2007	0.82%	0.00%