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SBTYX: WESTERN ASSET INTERMEDIATE-TERM MUNICIPALS FUND CLASS I (MUTUAL FUND)
Basic Info 6.08 0(0.0%) June 05
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 10/05/2007 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.49% |
| Expenses | 1.18% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.3 | 6.3 | 3.7 | 1.2 | 2.0 | 2.9 | 2.4 | 4.1 | 2.2 | 5.9 | -7.4 | 2.7 | 4.0 | 6.3 | 0.8 | 3.4 | 0.0 | 2.4 | 7.6 | -3.2 | 7.4 | 10.9 | -3.1 | 9.5 | -8.8 | 0.3 |
| Sharpe Ratio | NA | 0.2 | 1.42 | 0.12 | -0.38 | 0.1 | NA | 0.41 | 0.29 | -0.43 | 0.66 | -2.53 | 1.57 | 0.48 | 2.67 | -0.32 | 1.27 | -0.09 | 1.37 | 4.42 | -1.07 | 3.07 | 3.71 | -1.12 | 3.76 | -1.97 | -0.72 |
| Draw Down(%) | NA | 2.6 | 2.6 | 4.6 | 11.6 | 12.3 | NA | 12.8 | 4.5 | 2.3 | 4.9 | 11.2 | 2.0 | 12.3 | 1.5 | 1.7 | 1.2 | 4.6 | 1.4 | 0.6 | 7.0 | 1.9 | 2.6 | 6.7 | 2.3 | 12.8 | 0.6 |
| Standard Deviation(%) | NA | 2.9 | 2.6 | 3.7 | 3.4 | 3.7 | NA | 3.3 | 4.3 | 3.2 | 3.5 | 3.5 | 1.7 | 7.7 | 1.8 | 1.8 | 2.2 | 2.2 | 1.7 | 1.7 | 3.0 | 2.4 | 2.9 | 2.9 | 2.5 | 4.9 | 1.5 |
| Treynor Ratio | NA | 0.01 | 0.04 | 0.0 | -0.01 | 0.0 | NA | 0.01 | 0.01 | -0.01 | 0.02 | -0.1 | 0.03 | 0.03 | 0.05 | -0.01 | 0.03 | 0.0 | 0.03 | 0.1 | -0.04 | 0.07 | 0.1 | -0.04 | 0.17 | -0.12 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.02 | 0.01 | -0.04 | -0.01 |
| Beta | NA | 0.97 | 0.99 | 1.03 | 0.99 | 1.0 | NA | 0.93 | 1.06 | 1.03 | 0.97 | 0.89 | 0.99 | 1.07 | 0.91 | 0.9 | 0.79 | 0.75 | 0.67 | 0.73 | 0.93 | 1.02 | 1.06 | 0.77 | 0.54 | 0.82 | 0.39 |
| RSquared | NA | 0.84 | 0.8 | 0.88 | 0.87 | 0.87 | NA | 0.79 | 0.92 | 0.84 | 0.85 | 0.87 | 0.67 | 0.95 | 0.72 | 0.68 | 0.59 | 0.74 | 0.54 | 0.57 | 0.82 | 0.76 | 0.75 | 0.49 | 0.48 | 0.73 | 0.36 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.2 | 3.1 | 2.2 | 2.2 | 2.6 | 3.2 | 3.3 | 3.4 | 3.3 | 3.2 | 3.4 | 3.3 | 3.5 | 4.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.2 | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 4.9 | 26.7 | -0.0 | -14.1 | -14.4 | -5.3 | -3.8 | 1.3 | 0.5 | -2.7 | -2.2 | -2.6 | -9.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/1998
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Interm Asset Class Trend Rankings |
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Best ETFs
- MUB (iShares National Muni Bond ETF) 0.21% (99%)
- ITM (VanEck Intermediate Muni ETF) 0.21% (98%)
- MUNI (PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund) 0.15% (25%)
- VTEB (Vanguard Tax-Exempt Bond ETF) 0.16% (2%)
Best Closed End Funds
- KSM (DWS Strategic Municipal Income Trust) (100%)
- NIM (Nuveen Select Maturities Municipal Fund) 0.54% (99%)
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