Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITCAX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS A) | 1.12% | 6.23% | 3.37% | 0.52% | 1.36% | 2.39% | 2.64% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITCAX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS A) | 01/30/1992 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 6.23 | 3.37 | 0.52 | 1.36 | 2.39 | 2.64 | … | … | 1.12 | 4.18 | 2.14 | 4.27 | -9.07 | 1.82 | 2.28 | 5.88 | 1.35 | 4.01 | -1.55 | 2.75 | 8.41 | -2.67 | 5.94 | 10.15 | 0.27 | 11.28 | -4.18 | 3.85 | 4.43 | 2.03 | 2.38 | 2.85 | 5.65 | 4.70 | 9.18 | -1.52 | 5.81 | 7.48 | 4.31 | 14.55 | -4.84 | 11.40 | 7.58 |
| Sharpe Ratio | NA | 1.64 | 0.10 | -0.63 | -0.08 | NA | NA | … | … | -0.02 | 0.33 | -0.50 | 0.21 | -2.86 | 1.07 | 0.26 | 2.49 | -0.02 | 1.69 | -0.81 | 1.52 | 4.55 | -0.91 | 2.24 | 3.50 | 0.06 | 3.69 | -1.03 | 0.41 | 0.64 | -0.18 | 0.68 | 1.02 | 1.57 | 1.24 | 3.26 | -2.57 | 1.25 | 1.87 | 0.19 | 3.28 | -1.73 | 2.68 | 1.66 |
| Standard Deviation(%) | NA | 2.17 | 3.28 | 3.18 | 3.52 | NA | NA | … | … | 2.41 | 4.00 | 2.94 | 2.92 | 3.69 | 1.67 | 7.65 | 1.77 | 1.67 | 1.99 | 2.17 | 1.78 | 1.85 | 2.97 | 2.65 | 2.89 | 3.02 | 3.03 | 4.96 | 1.72 | 1.59 | 1.32 | 2.05 | 2.09 | 2.87 | 1.83 | 1.52 | 1.90 | 1.87 | 2.02 | 3.39 | 3.22 | 4.57 | 3.43 | 3.49 |
| Draw Down(%) | NA | 2.30 | 4.31 | 13.10 | 13.10 | NA | NA | … | … | 2.30 | 4.31 | 2.21 | 4.50 | 12.57 | 2.10 | 12.69 | 1.58 | 1.58 | 1.55 | 5.29 | 1.86 | 1.07 | 6.43 | 2.35 | 2.61 | 6.00 | 2.59 | 9.14 | 1.07 | 0.80 | 1.24 | 3.12 | 2.32 | 4.30 | 2.24 | 2.09 | 3.30 | 1.54 | 1.59 | 3.32 | 1.99 | 7.58 | 2.98 | 3.30 |
| Yield(%) | 0.00 | 2.75 | 2.66 | 2.18 | 2.28 | 2.71 | 2.91 | … | … | 0.99 | 2.85 | 2.60 | 2.43 | 1.90 | 1.80 | 1.88 | 2.58 | 2.91 | 2.94 | 2.62 | 2.92 | 3.23 | 3.05 | 3.30 | 3.75 | 3.48 | 4.08 | 3.50 | 3.54 | 3.77 | 3.57 | 3.43 | 3.01 | 2.83 | 4.29 | 4.65 | 4.19 | 4.42 | 4.71 | 4.64 | 5.17 | 4.55 | 4.77 | 4.86 |
Data as of 06/03/2026, Common starting date is 01/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITCAX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS A) |
-2.79%
Oct 2019 – Oct 2022 |
-0.34%
Oct 2017 – Oct 2022 |
0.88%
Oct 2012 – Oct 2022 |
1.97%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITCAX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS A) |
8.70%
Dec 1994 – Dec 1997 |
6.85%
Oct 1992 – Oct 1997 |
5.98%
Feb 1992 – Feb 2002 |
5.02%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart