Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCUX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS I) | 1.45% | 7.78% | 3.75% | 0.38% | 1.53% | 2.87% | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCUX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS I) | 03/29/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 7.78 | 3.75 | 0.38 | 1.53 | 2.87 | NA | … | … | 1.45 | 4.18 | 2.36 | 5.80 | -10.50 | 1.04 | 2.31 | 7.86 | 0.61 | 4.04 | -0.02 | 3.04 | 9.98 | -3.82 | 9.47 | 12.38 | 1.43 | 16.63 | -9.06 | 0.17 |
| Sharpe Ratio | NA | 1.74 | 0.18 | -0.54 | -0.03 | NA | NA | … | … | 0.11 | 0.24 | -0.38 | 0.56 | -2.66 | 0.49 | 0.25 | 3.01 | -0.40 | 1.57 | -0.10 | 1.61 | 5.11 | -1.05 | 3.50 | 3.47 | 0.36 | 3.96 | -1.18 | -1.37 |
| Standard Deviation(%) | NA | 2.85 | 4.25 | 4.04 | 4.12 | NA | NA | … | … | 3.09 | 5.38 | 3.34 | 3.83 | 4.50 | 2.08 | 8.33 | 2.12 | 1.96 | 2.17 | 2.23 | 1.87 | 1.95 | 3.68 | 2.71 | 3.56 | 3.73 | 4.18 | 8.46 | 2.02 |
| Draw Down(%) | NA | 2.94 | 5.98 | 16.04 | 16.04 | NA | NA | … | … | 2.94 | 5.61 | 2.52 | 6.00 | 14.92 | 2.35 | 12.87 | 1.71 | 2.02 | 1.21 | 4.97 | 2.14 | 0.90 | 8.28 | 2.26 | 3.88 | 6.16 | 3.29 | 15.78 | 2.54 |
| Yield(%) | 0.00 | 3.24 | 3.18 | 2.60 | 2.98 | 3.64 | 3.40 | … | … | 1.15 | 3.33 | 3.17 | 3.05 | 2.40 | 2.40 | 2.81 | 4.02 | 3.75 | 4.13 | 4.00 | 4.34 | 4.56 | 4.40 | 4.55 | 4.92 | 4.46 | 5.46 | 4.12 | 0.71 |
Data as of 06/04/2026, Common starting date is 03/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCUX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS I) |
-3.88%
Oct 2019 – Oct 2022 |
-0.62%
Oct 2017 – Oct 2022 |
0.90%
Oct 2012 – Oct 2022 |
2.47%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCUX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS I) |
9.95%
Dec 2008 – Dec 2011 |
6.96%
Dec 2008 – Dec 2013 |
5.20%
Dec 2008 – Dec 2018 |
3.81%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart