Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) | 1.29% | 6.39% | 3.61% | 0.69% | 1.54% | 2.56% | 2.82% | … | … |
Data as of 06/04/2026, Common starting date is 09/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) | 09/14/1995 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 6.39 | 3.61 | 0.69 | 1.54 | 2.56 | 2.82 | … | … | 1.29 | 4.40 | 2.36 | 4.49 | -8.90 | 1.97 | 2.44 | 6.00 | 1.51 | 4.15 | -1.38 | 2.90 | 8.58 | -2.51 | 5.97 | 10.44 | 0.68 | 11.23 | -3.93 | 4.01 | 4.63 | 2.19 | 2.55 | 3.59 | 6.73 | 5.01 | 9.23 | -1.21 | 5.97 | 7.68 | 4.49 | 2.84 |
| Sharpe Ratio | NA | 1.67 | 0.18 | -0.56 | -0.03 | NA | NA | … | … | 0.03 | 0.38 | -0.43 | 0.28 | -2.77 | 1.18 | 0.29 | 2.55 | 0.08 | 1.73 | -0.75 | 1.60 | 4.61 | -0.85 | 2.28 | 3.59 | 0.20 | 3.76 | -1.00 | 0.50 | 0.72 | -0.05 | 0.77 | 1.37 | 1.97 | 1.41 | 3.18 | -2.36 | 1.01 | 1.41 | 0.21 | 0.52 |
| Standard Deviation(%) | NA | 2.25 | 3.31 | 3.21 | 3.54 | NA | NA | … | … | 2.50 | 4.00 | 2.93 | 3.00 | 3.74 | 1.65 | 7.64 | 1.78 | 1.69 | 2.03 | 2.12 | 1.79 | 1.86 | 3.01 | 2.62 | 2.90 | 2.97 | 2.96 | 4.90 | 1.74 | 1.68 | 1.34 | 2.04 | 2.09 | 2.83 | 1.85 | 1.58 | 1.94 | 2.48 | 2.83 | 3.96 | 11.96 |
| Draw Down(%) | NA | 2.41 | 4.28 | 12.90 | 12.90 | NA | NA | … | … | 2.41 | 4.28 | 2.18 | 4.37 | 12.43 | 2.09 | 12.65 | 1.66 | 1.52 | 1.53 | 5.21 | 1.80 | 1.06 | 6.34 | 2.24 | 2.60 | 5.95 | 2.59 | 9.18 | 1.06 | 0.92 | 1.10 | 2.98 | 2.38 | 4.24 | 2.21 | 2.08 | 3.11 | 1.53 | 1.70 | 3.41 | 4.24 |
| Yield(%) | 0.00 | 2.91 | 2.86 | 2.34 | 2.44 | 2.87 | 3.07 | … | … | 1.04 | 3.07 | 2.82 | 2.65 | 2.04 | 1.95 | 2.04 | 2.71 | 3.05 | 3.08 | 2.77 | 3.06 | 3.41 | 3.19 | 3.45 | 3.93 | 3.76 | 4.18 | 3.62 | 3.70 | 3.97 | 3.73 | 3.60 | 3.62 | 3.98 | 4.47 | 4.82 | 4.38 | 4.58 | 4.91 | 4.82 | 1.52 |
Data as of 06/04/2026, Common starting date is 09/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) |
-2.63%
Oct 2019 – Oct 2022 |
-0.19%
Oct 2017 – Oct 2022 |
1.04%
Oct 2012 – Oct 2022 |
2.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SICYX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS I) |
7.34%
Dec 2008 – Dec 2011 |
6.08%
Aug 1996 – Aug 2001 |
4.82%
Aug 1996 – Aug 2006 |
4.67%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart