Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMLX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS C) | 1.02% | 5.65% | 2.77% | -0.10% | 0.76% | 1.78% | 2.01% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMLX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS C) | 07/23/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 5.65 | 2.77 | -0.10 | 0.76 | 1.78 | 2.01 | … | … | 1.02 | 3.57 | 1.56 | 3.55 | -9.65 | 1.21 | 1.70 | 5.34 | 0.65 | 3.37 | -2.01 | 2.12 | 7.82 | -3.40 | 5.29 | 9.50 | -0.38 | 10.51 | -4.74 | 3.14 | 3.71 | -0.60 | -1.23 | 0.38 | 0.21 |
| Sharpe Ratio | NA | 1.34 | -0.07 | -0.82 | -0.25 | NA | NA | … | … | -0.12 | 0.17 | -0.73 | -0.04 | -3.02 | 0.76 | 0.19 | 2.10 | -0.47 | 1.47 | -1.06 | 1.29 | 4.38 | -1.16 | 2.13 | 3.44 | -0.17 | 3.57 | -1.17 | -0.01 | 0.21 | -1.97 | -1.06 | -0.15 | -0.15 |
| Standard Deviation(%) | NA | 2.18 | 3.28 | 3.16 | 3.49 | NA | NA | … | … | 2.46 | 4.09 | 2.84 | 2.81 | 3.68 | 1.56 | 7.60 | 1.85 | 1.57 | 1.84 | 2.10 | 1.62 | 1.78 | 2.96 | 2.48 | 2.75 | 2.86 | 2.91 | 4.88 | 1.53 | 1.40 | 1.45 | 2.10 | 2.20 | 3.73 |
| Draw Down(%) | NA | 2.30 | 4.72 | 13.65 | 13.65 | NA | NA | … | … | 2.30 | 4.38 | 2.39 | 4.79 | 13.00 | 2.01 | 12.61 | 1.64 | 1.60 | 1.77 | 5.54 | 1.96 | 1.22 | 6.63 | 2.36 | 2.62 | 6.16 | 2.60 | 9.40 | 1.13 | 0.92 | 1.98 | 3.79 | 2.99 | 4.80 |
| Yield(%) | 0.00 | 2.18 | 2.09 | 1.64 | 1.73 | 2.11 | 2.30 | … | … | 0.77 | 2.29 | 2.03 | 1.86 | 1.33 | 1.20 | 1.32 | 1.94 | 2.33 | 2.31 | 2.03 | 2.31 | 2.65 | 2.44 | 2.67 | 3.13 | 2.69 | 3.46 | 2.82 | 2.86 | 3.08 | 0.99 | 0.00 | 0.60 | 0.32 |
Data as of 06/04/2026, Common starting date is 07/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMLX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS C) |
-3.38%
Oct 2019 – Oct 2022 |
-0.93%
Oct 2017 – Oct 2022 |
0.28%
Oct 2012 – Oct 2022 |
1.37%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMLX (WESTERN ASSET INTERMEDIATE MATURITY CALIFORNIA MUNICIPALS FUND CLASS C) |
6.42%
Dec 2008 – Dec 2011 |
4.60%
Jan 2011 – Jan 2016 |
3.45%
Jun 2006 – Jun 2016 |
2.77%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart