Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHRCX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A) | 1.22% | 7.26% | 3.50% | 0.16% | 1.44% | 2.77% | 3.04% | … | … |
Data as of 06/05/2026, Common starting date is 04/27/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHRCX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A) | 04/27/1984 | 06/05/2026 |
| 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 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 7.26 | 3.50 | 0.16 | 1.44 | 2.77 | 3.04 | … | … | 1.22 | 3.98 | 2.15 | 5.60 | -10.64 | 0.88 | 2.14 | 7.67 | 0.41 | 4.94 | -0.06 | 2.85 | 9.84 | -3.89 | 9.26 | 12.22 | 1.34 | 16.46 | -9.17 | 3.88 | 6.30 | 3.02 | 1.88 | 4.33 | 5.64 | 4.58 | 15.00 | -5.84 | 5.47 | 11.12 | 5.72 | 22.15 | -7.89 | 8.89 | 6.11 | 9.62 | 6.02 | 9.52 | 11.85 | -2.78 | 14.09 | 19.22 | 3.23 |
| Sharpe Ratio | NA | 1.62 | 0.06 | -0.59 | -0.05 | NA | NA | … | … | 0.12 | 0.21 | -0.44 | 0.52 | -2.68 | 0.42 | 0.23 | 2.98 | -0.50 | 2.01 | -0.13 | 1.55 | 5.12 | -1.08 | 3.51 | 3.46 | 0.33 | 3.92 | -1.20 | 0.34 | 1.80 | 0.54 | 0.49 | 1.43 | 1.91 | 0.82 | 3.98 | -2.95 | 0.78 | 1.93 | 0.39 | 3.39 | -1.62 | 1.34 | 0.80 | 1.65 | 0.13 | 1.26 | 1.72 | -0.88 | 1.99 | 3.34 | -0.23 |
| Standard Deviation(%) | NA | 2.84 | 4.22 | 4.03 | 4.11 | NA | NA | … | … | 3.04 | 5.34 | 3.36 | 3.81 | 4.51 | 2.05 | 8.33 | 2.08 | 1.93 | 2.14 | 2.22 | 1.83 | 1.92 | 3.63 | 2.65 | 3.52 | 3.75 | 4.17 | 8.45 | 2.20 | 1.61 | 1.40 | 1.82 | 2.52 | 2.35 | 2.64 | 2.71 | 3.13 | 2.57 | 3.83 | 5.28 | 5.37 | 6.75 | 5.00 | 4.46 | 3.45 | 3.89 | 2.83 | 4.02 | 7.94 | 4.88 | 4.11 | 9.85 |
| Draw Down(%) | NA | 2.94 | 6.04 | 16.20 | 16.20 | NA | NA | … | … | 2.94 | 5.69 | 2.55 | 6.09 | 15.03 | 2.35 | 12.87 | 1.71 | 2.07 | 1.21 | 5.01 | 2.17 | 0.90 | 8.38 | 2.26 | 3.88 | 6.24 | 3.30 | 15.82 | 1.59 | 0.73 | 0.61 | 2.00 | 1.15 | 2.69 | 3.39 | 3.89 | 8.30 | 2.05 | 3.58 | 4.71 | 3.76 | 10.86 | 3.49 | 5.24 | 2.15 | 4.05 | 1.94 | 2.97 | 15.11 | 5.92 | 2.71 | 6.77 |
| Yield(%) | 0.00 | 3.04 | 2.98 | 2.44 | 2.82 | 3.49 | 3.61 | … | … | 1.07 | 3.15 | 2.96 | 2.86 | 2.25 | 2.25 | 2.64 | 3.84 | 3.56 | 3.99 | 3.89 | 4.22 | 4.42 | 4.27 | 4.41 | 4.77 | 4.37 | 5.31 | 4.00 | 4.34 | 4.46 | 4.29 | 4.34 | 4.01 | 4.11 | 4.65 | 5.10 | 4.47 | 5.32 | 6.64 | 6.39 | 6.29 | 5.43 | 6.01 | 6.42 | 6.81 | 6.72 | 6.96 | 7.47 | 5.48 | 6.25 | 8.80 | 6.68 |
Data as of 06/05/2026, Common starting date is 04/27/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRCX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A) |
-4.04%
Oct 2019 – Oct 2022 |
-0.80%
Oct 2017 – Oct 2022 |
0.86%
Oct 2012 – Oct 2022 |
2.38%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRCX (WESTERN ASSET CALIFORNIA MUNICIPALS FUND CLASS A) |
12.79%
Dec 1994 – Dec 1997 |
11.54%
Jun 1984 – Jun 1989 |
8.86%
May 1984 – May 1994 |
8.39%
May 1984 – May 1999 |
Annualized Rolling Returns Comparison Chart