Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
SBLTX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS A) | -1.19% | -0.44% | 1.84% | 0.80% | 1.77% | 2.45% | 2.89% | 4.28% |
Data as of 07/23/2025, AR inception is 12/29/1988
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
SBLTX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS A) | 12/29/1988 | 07/23/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.17 | -0.44 | 1.84 | 0.80 | 1.77 | 2.45 | 2.89 | 4.28 | -1.19 | 1.70 | 5.94 | -7.52 | 2.39 | 3.96 | 6.11 | 0.62 | 4.25 | -0.15 | 2.23 | 7.46 | -3.36 | 7.24 | 10.72 | 0.46 | 14.44 | -5.50 | 4.29 | 4.91 | 1.42 | 2.44 | 6.14 | 8.63 | 4.99 | 8.05 | -2.96 | 5.68 | 8.08 | 3.68 | 11.41 | -1.43 | 9.53 | 8.19 | 9.16 | 7.35 | 7.31 | 1.09 |
Sharpe Ratio | NA | -0.82 | -0.39 | -0.37 | 0.09 | NA | NA | 0.46 | -0.98 | -1.54 | 0.50 | -2.61 | 1.38 | 0.48 | 2.56 | -0.39 | 1.75 | -0.17 | 1.30 | 4.44 | -1.12 | 2.99 | 3.69 | 0.12 | 5.17 | -1.26 | 0.66 | 0.92 | -0.45 | 0.75 | 2.44 | 2.72 | 1.31 | 2.10 | -2.88 | 0.98 | 2.10 | 0.07 | 2.84 | -1.12 | 2.45 | 0.69 | 0.48 | 0.17 | 0.12 | NA |
Standard Deviation(%) | NA | 4.80 | 3.85 | 3.33 | 3.61 | NA | NA | 4.67 | 5.66 | 3.18 | 3.40 | 3.43 | 1.71 | 7.68 | 1.84 | 1.78 | 2.08 | 2.18 | 1.69 | 1.68 | 3.02 | 2.42 | 2.89 | 3.11 | 2.78 | 5.07 | 1.98 | 1.79 | 1.65 | 2.00 | 2.24 | 2.76 | 2.07 | 1.88 | 2.14 | 2.40 | 2.17 | 2.64 | 2.67 | 3.91 | 3.03 | 8.31 | 11.11 | 11.95 | 13.08 | 0.00 |
Draw Down(%) | NA | 4.51 | 5.83 | 11.60 | 12.25 | NA | NA | 12.25 | 4.51 | 2.34 | 5.01 | 11.11 | 1.96 | 12.25 | 1.53 | 1.75 | 1.24 | 4.67 | 1.40 | 0.65 | 7.01 | 1.88 | 2.60 | 5.83 | 2.16 | 10.02 | 0.93 | 0.79 | 0.73 | 1.83 | 2.27 | 3.66 | 2.72 | 2.84 | 4.99 | 1.90 | 1.38 | 2.12 | 1.05 | 5.10 | 1.75 | 2.95 | 3.03 | 3.42 | 3.10 | 0.00 |
Yield(%) | 0.00 | 2.88 | 2.84 | 2.47 | 2.71 | 3.00 | 3.26 | 4.52 | 1.31 | 3.09 | 2.94 | 2.09 | 2.06 | 2.46 | 3.01 | 3.08 | 3.25 | 3.10 | 3.09 | 3.29 | 3.16 | 3.35 | 3.99 | 3.68 | 4.55 | 3.78 | 4.03 | 4.19 | 4.15 | 4.34 | 5.05 | 6.08 | 5.37 | 5.44 | 4.74 | 4.94 | 5.14 | 5.18 | 5.65 | 5.45 | 5.80 | 6.13 | 6.90 | 6.45 | 6.75 | 0.45 |
Data as of 07/23/2025, AR inception is 12/29/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SBLTX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS A) |
-1.55%
Oct 2019 - Oct 2022 |
0.36%
Oct 2017 - Oct 2022 |
1.17%
Oct 2012 - Oct 2022 |
2.51%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
SBLTX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS A) |
9.52%
Sep 1990 - Sep 1993 |
8.30%
Jan 1989 - Jan 1994 |
6.88%
Jan 1989 - Jan 1999 |
6.23%
Feb 1989 - Feb 2004 |
Annualized Rolling Returns Comparison Chart