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SHRCX: WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A (MUTUAL FUND)
Basic Info 14 0.02(0.14%) May 17
Asset Class: | Muni California Long |
MyPlanIQ Rating: | (56%) |
Start Date: | 04/27/1984 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 2.89% |
Expenses | 0.55% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
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 | 0.2 | 3.2 | -1.3 | 0.7 | 1.9 | 3.3 | 3.3 | 4.0 | 5.6 | -10.4 | 2.1 | 3.8 | 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 | -1.18 | -0.26 | -1.01 | -0.18 | 0.25 | NA | NA | 0.67 | 0.36 | -2.61 | 1.17 | 0.43 | 3.01 | -0.46 | 2.02 | -0.12 | 1.55 | 5.12 | -1.08 | 3.51 | 3.46 | 0.33 | 3.92 | -1.19 | 0.41 | 1.89 | 0.6 | 0.51 | 1.44 | 1.93 | 0.87 | 4.03 | -2.9 | 0.83 | 1.98 | 0.42 | 3.41 | -1.61 | 1.36 | 0.83 | 1.7 | 0.19 | 1.35 | 1.77 | -0.86 | 2.03 | 3.41 | -0.2 |
Draw Down(%) | NA | 1.6 | 5.6 | 15.2 | 15.2 | 15.2 | NA | NA | 15.8 | 6.1 | 14.8 | 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 | 2.8 | 3.7 | 3.6 | 4.7 | 3.6 | NA | NA | 4.2 | 3.8 | 4.5 | 1.8 | 8.2 | 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 | -0.04 | -0.01 | -0.05 | -0.01 | 0.01 | NA | NA | 0.04 | 0.02 | -0.14 | 0.02 | 0.04 | 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 | -0.35 | -0.68 | 0.11 | 0.03 | 0.17 | -0.11 | 0.04 | 0.09 | 0.03 | 0.22 | -0.14 | 0.11 | 0.06 | 0.09 | 0.01 | 0.1 | 0.24 | -0.14 | 0.38 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.8 | 0.81 | 0.87 | 0.84 | NA | NA | 0.67 | 0.78 | 0.82 | 0.89 | 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 | 0.92 | 0.93 | 0.93 | 0.95 | 0.91 | NA | NA | 0.49 | 0.94 | 0.94 | 0.82 | 0.97 | 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 | 0.9 | 2.9 | 2.8 | 3.2 | 3.5 | 4.0 | 3.9 | N/A | 2.8 | 2.5 | 3.4 | 4.3 | 3.8 | 3.7 | 3.8 | 3.9 | 4.3 | 4.5 | 4.2 | 4.4 | 4.7 | 4.3 | 5.3 | 4.0 | 4.3 | 4.4 | 4.4 | 4.3 | 3.9 | 3.9 | 4.3 | 4.7 | 4.2 | 5.2 | 6.6 | 6.3 | 6.2 | 5.4 | 6.1 | 6.5 | 6.9 | 6.8 | 7.0 | 7.5 | 5.4 | 6.3 | 8.8 | 6.7 |
Dividend Growth(%) | N/A | -65.8 | 1.9 | -24.5 | -20.0 | -20.2 | N/A | N/A | N/A | -2.6 | -29.1 | -20.3 | 16.9 | 0.0 | -3.3 | -4.7 | -11.1 | 0.0 | 0.0 | 0.0 | 0.0 | 5.9 | -11.7 | 16.7 | -8.3 | 0.0 | 0.0 | -1.4 | 10.6 | 1.5 | -9.7 | 0.0 | 0.0 | -19.1 | -16.8 | 2.9 | 18.2 | 0.0 | -9.3 | -6.7 | -3.7 | 0.0 | 0.0 | -3.6 | 27.3 | -7.4 | -21.5 | 26.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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