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Western Asset Intermediate Maturity CA Municipals Fund (SIMLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.190.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.57%
5-Year Average Return2.04%
Number of Years Up15
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)10.47%
Worst 1 Yr Total Return (Feb 3, 2019)-4.41%
Best 3-Yr Total Return10.47%
Worst 3-Yr Total Return0.63%

Trailing Returns (%) Vs. Benchmarks

ReturnSIMLXCategory
YTD-7.54%0.87%
1-Month1.10%0.21%
3-Month2.73%1.22%
1-Year-8.05%3.74%
3-Year-1.72%3.73%
5-Year-0.09%2.27%
10-Year0.98%3.54%
Last Bull Market3.69%5.59%
Last Bear Market-5.67%5.62%

Annual Total Return (%) History

Year
SIMLXCategory
2021
N/AN/A
2020
1.69%3.67%
2019
5.35%6.10%
2018
0.63%0.84%
2017
3.37%4.62%
2016
-2.03%-0.57%
2015
2.13%2.95%
2014
7.79%6.79%
2013
-3.39%-1.44%
2012
5.29%5.51%
2011
9.50%8.67%
2010
-0.13%2.34%
2009
10.47%10.27%
2008
-4.41%-3.59%
2007
3.13%2.50%
2006
3.69%3.71%
2005
1.29%1.89%
2004
1.63%2.57%
2003
2.75%3.27%
2002
N/A7.66%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2021-0.46%N/AN/AN/A
2020-4.10%2.72%1.26%1.95%
20192.09%1.70%1.25%0.22%
2018-1.03%0.94%-0.34%1.07%
20171.15%1.62%0.47%0.10%
20161.18%1.83%-0.50%-4.43%
20150.80%-1.05%1.13%1.27%
20143.25%2.24%1.27%0.83%
20130.15%-3.08%-0.24%-0.24%
20121.58%1.33%1.63%0.64%
20110.20%3.31%3.59%2.11%
20101.40%0.66%3.01%-5.02%
20093.71%1.44%6.36%-1.27%
20080.29%0.51%-2.41%-2.83%
20070.65%-0.43%1.86%1.03%
20060.64%0.32%2.28%0.41%
2005-0.23%1.06%0.40%0.06%
2004-0.31%-0.87%2.01%0.82%
20030.29%0.85%0.19%1.39%
2002-1.46%N/AN/AN/A

Rank In Category (By Total Return)

YTD81
1-Month77
3-Month77
1-Year86
3-Year100
5-Year100

Load Adjusted Returns

1-Year-9.58%
3-Year-1.90%
5-Year-0.16%
10-Year0.83%