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SICYX: Legg Mason WA Interm Maturity CA Muni I (MUTUAL FUND)
Basic Info 8.04 0(0.0%) December 08
| Asset Class: | Muni California Intermediate |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/14/1995 |
| Last Dividend Date: | 11/30/2023 |
| 12-Mo. Yield | 2.82% |
| Expenses | 1.32% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.4 | 3.5 | 3.0 | -1.2 | 0.9 | 2.0 | 3.1 | 3.5 | -8.9 | 2.0 | 2.4 | 6.0 | 1.5 | 4.1 | -1.4 | 2.9 | 8.6 | -2.5 | 6.0 | 10.4 | 0.7 | 11.2 | -3.9 | 4.0 | 4.6 | 2.2 | 2.5 | 3.6 | 6.7 | 5.0 | 9.2 | -1.2 | 6.0 | 7.7 | 4.5 | 2.8 |
| SR | NA | -0.19 | -0.42 | -1.03 | -0.12 | 0.33 | NA | 0.63 | -2.74 | 1.17 | 0.29 | 2.59 | 0.12 | 1.74 | -0.75 | 1.6 | 4.61 | -0.84 | 2.28 | 3.59 | 0.2 | 3.76 | -0.99 | 0.59 | 0.81 | 0.02 | 0.79 | 1.39 | 1.99 | 1.48 | 3.26 | -2.29 | 1.07 | 1.47 | 0.25 | 0.53 |
| DD(%) | NA | 4.2 | 4.2 | 12.9 | 12.9 | 12.9 | NA | 12.9 | 12.4 | 2.1 | 12.6 | 1.7 | 1.5 | 1.5 | 5.2 | 1.8 | 1.1 | 6.3 | 2.2 | 2.6 | 5.9 | 2.6 | 9.2 | 1.1 | 0.9 | 1.1 | 3.0 | 2.4 | 4.2 | 2.2 | 2.1 | 3.1 | 1.5 | 1.7 | 3.4 | 4.2 |
| SD(%) | NA | 3.0 | 3.0 | 2.9 | 4.2 | 3.2 | NA | 3.1 | 3.8 | 1.6 | 7.6 | 1.8 | 1.7 | 2.0 | 2.1 | 1.8 | 1.9 | 3.0 | 2.6 | 2.9 | 3.0 | 3.0 | 4.9 | 1.7 | 1.7 | 1.3 | 2.0 | 2.1 | 2.8 | 1.8 | 1.6 | 1.9 | 2.5 | 2.8 | 4.0 | 12.0 |
| TR | NA | -0.01 | -0.02 | -0.05 | -0.01 | 0.01 | NA | 0.03 | -0.16 | 0.02 | 0.03 | 0.06 | 0.0 | 0.06 | -0.03 | 0.05 | 0.12 | -0.04 | 0.06 | 0.12 | 0.01 | 0.18 | -0.08 | 0.02 | 0.03 | 0.0 | 0.06 | 0.12 | 0.09 | 0.07 | 0.16 | -0.11 | 0.06 | 0.11 | 0.02 | 0.11 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.58 | 0.58 | 0.64 | 0.76 | 0.73 | NA | 0.6 | 0.66 | 0.79 | 0.84 | 0.71 | 0.68 | 0.64 | 0.57 | 0.61 | 0.69 | 0.71 | 0.92 | 0.88 | 0.76 | 0.61 | 0.57 | 0.46 | 0.52 | 0.16 | 0.27 | 0.24 | 0.61 | 0.37 | 0.31 | 0.41 | 0.43 | 0.39 | 0.53 | 0.57 |
| RS | NA | 0.82 | 0.81 | 0.84 | 0.89 | 0.86 | NA | 0.57 | 0.89 | 0.74 | 0.95 | 0.75 | 0.74 | 0.73 | 0.79 | 0.69 | 0.66 | 0.85 | 0.74 | 0.78 | 0.78 | 0.67 | 0.71 | 0.63 | 0.58 | 0.11 | 0.31 | 0.22 | 0.65 | 0.41 | 0.38 | 0.43 | 0.34 | 0.24 | 0.55 | 0.05 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/1998
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