Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCACX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS C) | 1.12% | 7.22% | 3.00% | -0.33% | 0.87% | 2.19% | 2.46% | … | … |
Data as of 06/03/2026, Common starting date is 11/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCACX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS C) | 11/23/1994 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 7.22 | 3.00 | -0.33 | 0.87 | 2.19 | 2.46 | … | … | 1.12 | 3.44 | 1.60 | 5.07 | -11.12 | 0.25 | 1.59 | 7.07 | -0.09 | 4.01 | -0.64 | 2.35 | 9.17 | -4.44 | 8.66 | 11.60 | 0.80 | 15.76 | -9.64 | 3.30 | 5.79 | 2.36 | 1.29 | 4.10 | 5.59 | 4.00 | 14.39 | -6.35 | 4.82 | 8.91 | 3.85 | 21.46 | 1.21 |
| Sharpe Ratio | NA | 1.47 | 0.00 | -0.72 | -0.19 | NA | NA | … | … | -0.09 | 0.10 | -0.61 | 0.38 | -2.85 | 0.11 | 0.16 | 2.73 | -0.80 | 1.65 | -0.39 | 1.34 | 5.13 | -1.25 | 3.42 | 3.35 | 0.19 | 3.81 | -1.25 | 0.07 | 1.56 | 0.07 | 0.17 | 1.30 | 1.93 | 0.59 | 3.76 | -3.12 | 0.51 | 1.28 | 0.03 | 3.23 | 0.86 |
| Standard Deviation(%) | NA | 2.79 | 4.19 | 3.98 | 4.07 | NA | NA | … | … | 3.06 | 5.30 | 3.29 | 3.77 | 4.43 | 2.01 | 8.31 | 2.05 | 1.84 | 2.05 | 2.19 | 1.73 | 1.78 | 3.59 | 2.54 | 3.46 | 3.68 | 4.11 | 8.44 | 2.09 | 1.52 | 1.43 | 1.80 | 2.61 | 2.30 | 2.65 | 2.70 | 3.12 | 2.63 | 4.06 | 5.69 | 5.42 | 10.06 |
| Draw Down(%) | NA | 2.95 | 6.21 | 16.80 | 16.80 | NA | NA | … | … | 2.95 | 5.69 | 2.60 | 6.35 | 15.37 | 2.36 | 12.85 | 1.71 | 2.16 | 1.15 | 5.26 | 2.35 | 0.90 | 8.58 | 2.27 | 3.83 | 6.29 | 3.30 | 16.02 | 1.59 | 0.73 | 0.61 | 2.16 | 1.03 | 2.74 | 3.38 | 4.00 | 8.59 | 2.24 | 3.61 | 4.79 | 3.87 | 3.21 |
| Yield(%) | 0.00 | 2.55 | 2.47 | 1.98 | 2.31 | 2.93 | 3.07 | … | … | 0.90 | 2.63 | 2.43 | 2.35 | 1.74 | 1.69 | 2.11 | 3.25 | 3.02 | 3.14 | 3.32 | 3.68 | 3.84 | 3.73 | 3.83 | 4.19 | 3.84 | 4.70 | 3.47 | 3.77 | 3.90 | 3.71 | 3.79 | 3.80 | 4.12 | 4.16 | 4.53 | 3.91 | 4.76 | 4.63 | 4.67 | 5.66 | 0.64 |
Data as of 06/03/2026, Common starting date is 11/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCACX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS C) |
-4.59%
Oct 2019 – Oct 2022 |
-1.36%
Oct 2017 – Oct 2022 |
0.26%
Oct 2012 – Oct 2022 |
1.80%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCACX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS C) |
11.16%
Dec 1994 – Dec 1997 |
6.22%
Dec 2008 – Dec 2013 |
5.97%
Dec 1994 – Dec 2004 |
5.04%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart
