Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBTYX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS I) | 1.31% | 6.34% | 3.71% | 1.24% | 2.02% | 2.85% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBTYX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS I) | 10/05/2007 | 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 (%) | 0.33 | 6.34 | 3.71 | 1.24 | 2.02 | 2.85 | NA | … | … | 1.31 | 4.14 | 2.24 | 5.94 | -7.38 | 2.72 | 3.98 | 6.27 | 0.81 | 3.38 | 0.01 | 2.37 | 7.62 | -3.21 | 7.41 | 10.89 | -3.14 | 9.47 | -8.79 | 0.31 |
| Sharpe Ratio | NA | 1.40 | 0.21 | -0.38 | 0.11 | NA | NA | … | … | 0.10 | 0.29 | -0.43 | 0.66 | -2.53 | 1.57 | 0.48 | 2.67 | -0.32 | 1.27 | -0.09 | 1.37 | 4.42 | -1.07 | 3.07 | 3.71 | -1.12 | 3.76 | -1.97 | -0.72 |
| Standard Deviation(%) | NA | 2.60 | 3.67 | 3.41 | 3.66 | NA | NA | … | … | 3.00 | 4.33 | 3.20 | 3.49 | 3.49 | 1.71 | 7.68 | 1.80 | 1.82 | 2.15 | 2.19 | 1.70 | 1.72 | 3.02 | 2.41 | 2.93 | 2.90 | 2.49 | 4.92 | 1.46 |
| Draw Down(%) | NA | 2.60 | 4.57 | 11.60 | 12.25 | NA | NA | … | … | 2.60 | 4.50 | 2.32 | 4.94 | 11.16 | 1.96 | 12.25 | 1.53 | 1.68 | 1.24 | 4.64 | 1.35 | 0.63 | 6.97 | 1.88 | 2.60 | 6.72 | 2.32 | 12.83 | 0.63 |
| Yield(%) | 0.00 | 3.20 | 3.21 | 2.66 | 2.81 | 3.16 | 2.44 | … | … | 1.14 | 3.38 | 3.19 | 3.11 | 2.23 | 2.23 | 2.63 | 3.17 | 3.26 | 3.42 | 3.27 | 3.23 | 3.45 | 3.30 | 3.52 | 4.16 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTYX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS I) |
-1.78%
Jan 2008 – Jan 2011 |
0.53%
Oct 2017 – Oct 2022 |
1.23%
Oct 2012 – Oct 2022 |
1.99%
Nov 2007 – Nov 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBTYX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS I) |
5.73%
Jan 2011 – Jan 2014 |
5.31%
Jan 2011 – Jan 2016 |
4.09%
Jan 2011 – Jan 2021 |
3.18%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart