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MARKETS LIVE BLOG
STOCKS MIXED DESPITE CHINA DATA LETDOWN; DOW SHEDS LOSSES
Empire Manufacturing index unexpectedly posts second negative reading in three months
Western Asset Intermediate Maturity CA Municipals Fund (SIMLX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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7.98
-0.01
(-0.13%)
As of 08:06AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk Overview
Morningstar Risk Rating
★★★★
Number of Years Up
15
Number of Years Down
4
Best 1 Yr Total Return (Feb 3, 2019)
10.47%
Worst 1 Yr Total Return (Feb 3, 2019)
-4.41%
Risk Statistics
3 Years
SIMLX
Category Average
5 Years
SIMLX
Category Average
10 Years
SIMLX
Category Average
Alpha
-2.31
-0.01
-1.83
-0.01
-1.58
-0.01
Beta
1.17
0.01
1.11
0.01
1.02
0.01
Mean Annual Return
0.14
0
0.16
0
0.14
0
R-squared
90.8
0.93
89.72
0.94
90.98
0.94
Standard Deviation
5.36
0.04
4.32
0.04
3.89
0.04
Sharpe Ratio
0.17
0.01
0.18
0
0.28
0.01
Treynor Ratio
0.67
0.03
0.64
0.01
0.99
0.03
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