Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHRSX (Western Asset California Municipals Fund Class IS) | 1.68% | 8.12% | 3.89% | 0.67% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHRSX (Western Asset California Municipals Fund Class IS) | 08/12/2019 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 8.12 | 3.89 | 0.67 | NA | NA | NA | … | … | 1.68 | 4.22 | 2.39 | 5.91 | -10.27 | 2.36 | 4.05 | 0.26 |
| Sharpe Ratio | NA | 1.83 | 0.14 | -0.44 | NA | NA | NA | … | … | 0.41 | 0.25 | -0.37 | 0.60 | -2.49 | 1.27 | 0.46 | -0.21 |
| Standard Deviation(%) | NA | 2.87 | 4.26 | 4.08 | NA | NA | NA | … | … | 3.15 | 5.44 | 3.32 | 3.80 | 4.71 | 1.85 | 8.19 | 2.43 |
| Draw Down(%) | NA | 2.94 | 5.98 | 14.98 | NA | NA | NA | … | … | 2.94 | 5.69 | 2.53 | 6.06 | 14.72 | 2.35 | 12.87 | 1.71 |
| Yield(%) | 0.00 | 3.57 | 3.31 | 2.95 | 2.18 | 1.45 | 1.09 | … | … | 1.45 | 3.37 | 3.20 | 3.08 | 2.63 | 3.82 | 4.49 | 1.55 |
Data as of 06/09/2026, Common starting date is 08/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHRSX (Western Asset California Municipals Fund Class IS) |
-2.84%
Oct 2019 – Oct 2022 |
0.02%
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 |
|---|---|---|---|---|
| SHRSX (Western Asset California Municipals Fund Class IS) |
5.62%
Oct 2022 – Oct 2025 |
1.37%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart