Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SMLLX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS C) 1.04% 5.56% 3.01% 0.52% 1.39% 2.17% 2.47%
Data as of 06/04/2026, Common starting date is 12/24/2001
More Performance Analytics Comparison
Name Start Date End Date
SMLLX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS C) 12/24/2001 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
Annualized Return (%) 0.33 5.56 3.01 0.52 1.39 2.17 2.47 1.04 3.52 1.34 5.11 -8.06 2.09 3.21 5.47 0.05 3.64 -0.70 1.65 6.85 -3.93 6.61 10.22 -0.24 13.68 -5.82 3.49 4.25 0.47 -1.95 1.21 5.09 0.00
Sharpe Ratio NA 1.23 0.01 -0.60 -0.07 NA NA -0.13 0.15 -0.72 0.43 -2.89 1.26 0.39 2.33 -0.81 1.55 -0.43 1.04 4.22 -1.36 2.83 3.68 -0.11 5.11 -1.35 0.18 0.52 -1.09 -1.35 0.21 1.39 0.00
Standard Deviation(%) NA 2.41 3.62 3.33 3.59 NA NA 2.79 4.32 3.16 3.42 3.30 1.64 7.66 1.72 1.65 1.93 2.13 1.57 1.62 2.92 2.34 2.77 3.00 2.66 5.00 1.87 1.60 1.65 2.18 2.41 2.84 NA
Draw Down(%) NA 2.59 4.77 12.24 12.24 NA NA 2.59 4.53 2.22 5.28 11.63 1.96 12.24 1.53 1.88 1.26 4.82 1.57 0.69 7.20 1.87 2.59 5.91 2.16 10.14 1.21 0.79 1.26 2.99 2.98 4.28 0.00
Yield(%) 0.00 2.47 2.47 1.97 2.10 2.41 2.65 0.87 2.61 2.47 2.33 1.52 1.47 1.90 2.40 2.52 2.67 2.55 2.53 2.71 2.57 2.75 3.37 3.14 3.86 3.29 3.42 3.55 3.21 0.00 0.30 2.70 0.16
Data as of 06/04/2026, Common starting date is 12/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLLX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS C) -2.12%
Oct 2019 – Oct 2022
-0.23%
Oct 2017 – Oct 2022
0.59%
Oct 2012 – Oct 2022
1.82%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLLX (WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS C) 7.72%
Dec 2008 – Dec 2011
5.17%
Feb 2008 – Feb 2013
3.72%
Jun 2006 – Jun 2016
3.17%
Jun 2006 – Jun 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return