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
SMLSX (Western Asset Intermediate-Term Municipals Fund Class IS) 1.31% 6.38% 3.84% 1.30% NA NA NA
Data as of 06/04/2026, Common starting date is 09/26/2018
More Performance Analytics Comparison
Name Start Date End Date
SMLSX (Western Asset Intermediate-Term Municipals Fund Class IS) 09/26/2018 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
Annualized Return (%) 0.33 6.38 3.84 1.30 NA NA NA 1.31 4.41 2.17 5.95 -7.31 2.75 4.05 6.52 1.32
Sharpe Ratio NA 1.55 0.23 -0.35 NA NA NA 0.11 0.36 -0.45 0.66 -2.45 1.64 0.49 2.73 1.87
Standard Deviation(%) NA 2.50 3.66 3.42 NA NA NA 2.90 4.29 3.19 3.50 3.57 1.66 7.76 1.85 1.90
Draw Down(%) NA 2.59 4.55 11.40 NA NA NA 2.59 4.47 2.16 4.92 11.11 1.96 12.39 1.38 0.66
Yield(%) 0.00 3.25 3.27 2.71 2.25 1.50 1.12 1.13 3.46 3.28 3.13 2.28 2.26 2.71 3.25 0.99
Data as of 06/04/2026, Common starting date is 09/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLSX (Western Asset Intermediate-Term Municipals Fund Class IS) -1.38%
Oct 2019 – Oct 2022
1.08%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SMLSX (Western Asset Intermediate-Term Municipals Fund Class IS) 5.28%
Oct 2022 – Oct 2025
2.35%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return