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SHRCX: WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A (MUTUAL FUND)
Basic Info 14.11 0.02(0.14%) June 05
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 04/27/1984 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.04% |
| Expenses | 0.55% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.2 | 7.3 | 3.5 | 0.2 | 1.4 | 2.8 | 3.0 | 5.0 | 4.0 | 2.1 | 5.6 | -10.6 | 0.9 | 2.1 | 7.7 | 0.4 | 4.9 | -0.1 | 2.9 | 9.8 | -3.9 | 9.3 | 12.2 | 1.3 | 16.5 | -9.2 | 3.9 | 6.3 | 3.0 | 1.9 | 4.3 | 5.6 | 4.6 | 15.0 | -5.8 | 5.5 | 11.1 | 5.7 | 22.2 | -7.9 | 8.9 | 6.1 | 9.6 | 6.0 | 9.5 | 11.8 | -2.8 | 14.1 | 19.2 | 3.2 |
| Sharpe Ratio | NA | 0.12 | 1.62 | 0.06 | -0.59 | -0.05 | NA | NA | 0.61 | 0.21 | -0.44 | 0.52 | -2.68 | 0.42 | 0.23 | 2.98 | -0.5 | 2.01 | -0.13 | 1.55 | 5.12 | -1.08 | 3.51 | 3.46 | 0.33 | 3.92 | -1.2 | 0.34 | 1.8 | 0.54 | 0.49 | 1.43 | 1.91 | 0.82 | 3.98 | -2.95 | 0.78 | 1.93 | 0.39 | 3.39 | -1.62 | 1.34 | 0.8 | 1.65 | 0.13 | 1.26 | 1.72 | -0.88 | 1.99 | 3.34 | -0.23 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.0 | 16.2 | 16.2 | NA | NA | 16.2 | 5.7 | 2.5 | 6.1 | 15.0 | 2.4 | 12.9 | 1.7 | 2.1 | 1.2 | 5.0 | 2.2 | 0.9 | 8.4 | 2.3 | 3.9 | 6.2 | 3.3 | 15.8 | 1.6 | 0.7 | 0.6 | 2.0 | 1.2 | 2.7 | 3.4 | 3.9 | 8.3 | 2.1 | 3.6 | 4.7 | 3.8 | 10.9 | 3.5 | 5.2 | 2.2 | 4.0 | 1.9 | 3.0 | 15.1 | 5.9 | 2.7 | 6.8 |
| Standard Deviation(%) | NA | 3.0 | 2.8 | 4.2 | 4.0 | 4.1 | NA | NA | 4.2 | 5.3 | 3.4 | 3.8 | 4.5 | 2.1 | 8.3 | 2.1 | 1.9 | 2.1 | 2.2 | 1.8 | 1.9 | 3.6 | 2.6 | 3.5 | 3.8 | 4.2 | 8.4 | 2.2 | 1.6 | 1.4 | 1.8 | 2.5 | 2.4 | 2.6 | 2.7 | 3.1 | 2.6 | 3.8 | 5.3 | 5.4 | 6.7 | 5.0 | 4.5 | 3.4 | 3.9 | 2.8 | 4.0 | 7.9 | 4.9 | 4.1 | 9.8 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.0 | -0.03 | 0.0 | NA | NA | 0.04 | 0.01 | -0.02 | 0.03 | -0.15 | 0.01 | 0.02 | 0.07 | -0.01 | 0.06 | 0.0 | 0.05 | 0.13 | -0.05 | 0.09 | 0.11 | 0.01 | 0.18 | -0.09 | 0.01 | 0.07 | -0.06 | -0.33 | -0.67 | 0.11 | 0.03 | 0.16 | -0.12 | 0.03 | 0.09 | 0.02 | 0.22 | -0.15 | 0.11 | 0.05 | 0.09 | 0.01 | 0.1 | 0.23 | -0.15 | 0.37 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | 0.03 | NA | NA |
| Beta | NA | 0.84 | 0.87 | 0.89 | 0.86 | 0.87 | NA | NA | 0.68 | 0.96 | 0.85 | 0.78 | 0.82 | 0.91 | 0.92 | 0.91 | 0.83 | 0.71 | 0.61 | 0.61 | 0.73 | 0.86 | 0.98 | 1.1 | 0.99 | 0.89 | 1.09 | 0.67 | 0.43 | -0.13 | -0.03 | -0.05 | 0.41 | 0.66 | 0.65 | 0.8 | 0.6 | 0.84 | 0.82 | 0.84 | 0.75 | 0.63 | 0.66 | 0.62 | 0.53 | 0.38 | 0.3 | 0.47 | 0.26 | NA | NA |
| RSquared | NA | 0.94 | 0.9 | 0.94 | 0.93 | 0.92 | NA | NA | 0.51 | 0.96 | 0.93 | 0.94 | 0.95 | 0.64 | 0.95 | 0.9 | 0.84 | 0.79 | 0.81 | 0.69 | 0.7 | 0.87 | 0.81 | 0.82 | 0.83 | 0.71 | 0.86 | 0.82 | 0.45 | 0.08 | 0.0 | 0.01 | 0.42 | 0.62 | 0.56 | 0.62 | 0.61 | 0.62 | 0.76 | 0.65 | 0.73 | 0.27 | 0.44 | 0.39 | 0.42 | 0.28 | 0.14 | 0.47 | 0.05 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 3.0 | 2.9 | 2.2 | 2.2 | 2.6 | 3.8 | 3.6 | 4.0 | 3.9 | 4.2 | 4.4 | 4.3 | 4.4 | 4.8 | 4.4 | 5.3 | 4.0 | 4.3 | 4.5 | 4.3 | 4.3 | 4.0 | 4.1 | 4.7 | 5.1 | 4.5 | 5.3 | 6.6 | 6.4 | 6.3 | 5.4 | 6.0 | 6.4 | 6.8 | 6.7 | 7.0 | 7.5 | 5.5 | 6.3 | 8.8 | 6.7 |
| Dividend Growth(%) | N/A | -65.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 5.8 | 11.3 | -1.4 | -15.3 | -28.6 | 4.4 | -9.7 | -1.8 | -8.9 | 0.4 | -4.9 | 1.4 | -0.9 | 5.9 | -9.0 | 15.7 | -7.9 | -1.1 | 2.5 | -3.9 | 8.1 | -0.4 | -12.2 | 0.8 | 2.1 | -16.2 | -16.0 | 2.5 | 17.4 | 0.8 | -7.6 | -6.6 | -3.4 | 0.5 | -1.3 | -3.5 | 25.6 | -5.9 | -22.0 | 26.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/09/1984
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See Muni California Long Asset Class Trend Rankings |
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