Performance analysis of SBI (Western Asset Intermediate Muni Fund)
Annual Return
Over the past 3 years, SBI has had an average annual return of +6.58%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, SBI has had an average annual return of +0.45%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, SBI has had an average annual return of +1.40%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, SBI has had an average annual return of +4.46%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.18% | +5.92% | +6.84% | +5.37% | -18.45% | +7.92% | +4.62% | +12.78% | -6.58% | +2.41% | -2.47% | +9.81% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.35% | -10.07% | +13.04% | +9.36% | +10.73% | +24.99% | -8.83% | +0.97% | +10.02% | -2.41% | -2.17% | +13.38% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +4.09% | +17.22% | +11.97% | -7.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.84% | +1.87% | -2.99% | +0.67% | +2.24% | +1.18% | -0.63% | +5.18% | |||||
| 2025 | +1.06% | +3.12% | -1.74% | -2.92% | -0.64% | +1.64% | +1.09% | +1.61% | +4.08% | +0.03% | -1.05% | -0.30% | +5.92% |
| 2024 | +1.45% | +1.81% | +0.91% | -2.50% | +0.15% | +3.30% | +1.69% | +1.91% | +2.26% | -1.56% | +2.15% | -4.63% | +6.84% |
| 2023 | +4.79% | -1.35% | +1.68% | -2.06% | -1.12% | +0.43% | +1.23% | -2.69% | -3.71% | -1.63% | +6.89% | +3.35% | +5.37% |
| 2022 | -2.97% | -2.31% | -5.24% | -6.25% | +3.42% | -2.37% | +2.41% | -3.37% | -7.02% | -1.59% | +7.41% | -1.38% | -18.45% |
| 2021 | +1.24% | -1.80% | +2.35% | +2.52% | +1.62% | +1.70% | -0.17% | +0.14% | +0.55% | -1.10% | +1.60% | -0.88% | +7.92% |
| 2020 | +4.55% | -1.45% | -9.18% | -2.93% | +4.95% | +0.51% | +4.48% | +1.95% | +0.16% | -3.72% | +4.52% | +1.69% | +4.62% |
| 2019 | +3.33% | +1.48% | +1.58% | +0.31% | +1% | +1.10% | +2.21% | +2.28% | -0.88% | +1.07% | -0.13% | -1.16% | +12.78% |
| 2018 | -1.89% | -1.06% | -3.46% | +0.69% | +0.80% | -0.12% | -0.47% | +0.22% | -1.16% | -1.90% | +0.60% | +1.06% | -6.58% |
| 2017 | +1.75% | +0.17% | -0.45% | +3.31% | +0.68% | +0.26% | +0.58% | +0.88% | -1.48% | -2.44% | -0.81% | +0.04% | +2.41% |
Drawdown analysis of SBI (Western Asset Intermediate Muni Fund)
The maximum drawdown for the SBI was -33.70%, occurring on Oct 10, 2008. Recovery took 197 trading sessions.
The current SBI drawdown is -0.63%.
Since Nov 1, 1999 SBI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.70% | Feb 12, 2008 | 168 | Oct 10, 2008 | 197 | Jul 24, 2009 | 365 |
| -25.21% | Sep 21, 2021 | 275 | Oct 24, 2022 | 916 | Jun 22, 2026 | 1191 |
| -20.05% | Feb 21, 2020 | 21 | Mar 23, 2020 | 218 | Feb 2, 2021 | 239 |
| -19.30% | Jan 25, 2013 | 142 | Aug 19, 2013 | 366 | Feb 2, 2015 | 508 |
| -16.12% | Apr 1, 2004 | 26 | May 10, 2004 | 286 | Jun 28, 2005 | 312 |
| -15.62% | Sep 6, 2016 | 531 | Oct 15, 2018 | 215 | Aug 23, 2019 | 746 |
| -11.57% | Sep 3, 2010 | 92 | Jan 14, 2011 | 158 | Aug 31, 2011 | 250 |
| -10.69% | Jul 22, 2005 | 94 | Dec 5, 2005 | 250 | Dec 1, 2006 | 344 |
| -9.49% | Jun 12, 2003 | 37 | Aug 5, 2003 | 68 | Nov 10, 2003 | 105 |
| -8.39% | Nov 1, 1999 | 32 | Dec 16, 1999 | 136 | Jun 30, 2000 | 168 |
| -7.68% | Jul 25, 2000 | 45 | Sep 27, 2000 | 50 | Dec 7, 2000 | 95 |
| -7.53% | Sep 28, 2007 | 34 | Nov 15, 2007 | 33 | Jan 4, 2008 | 67 |
| -7.48% | Sep 20, 2002 | 24 | Oct 24, 2002 | 129 | May 1, 2003 | 153 |
| -7.17% | Nov 5, 2001 | 25 | Dec 11, 2001 | 112 | May 23, 2002 | 137 |
| -6.95% | Aug 13, 2001 | 24 | Sep 21, 2001 | 8 | Oct 3, 2001 | 32 |
| -6.38% | Apr 23, 2007 | 81 | Aug 16, 2007 | 5 | Aug 23, 2007 | 86 |
| -6.28% | Jan 11, 2001 | 25 | Feb 16, 2001 | 24 | Mar 23, 2001 | 49 |
| -6.03% | Nov 8, 2012 | 26 | Dec 17, 2012 | 10 | Jan 2, 2013 | 36 |
| -5.98% | Jul 25, 2012 | 19 | Aug 21, 2012 | 53 | Nov 7, 2012 | 72 |
| -5.71% | Oct 6, 2009 | 7 | Oct 15, 2009 | 78 | Feb 8, 2010 | 85 |
| -5.52% | Dec 7, 2000 | 15 | Dec 29, 2000 | 5 | Jan 8, 2001 | 20 |
| -5.44% | Mar 23, 2001 | 14 | Apr 12, 2001 | 23 | May 16, 2001 | 37 |
| -5.23% | Apr 24, 2015 | 32 | Jun 10, 2015 | 80 | Oct 2, 2015 | 112 |
| -5.17% | Mar 9, 2012 | 4 | Mar 15, 2012 | 32 | May 1, 2012 | 36 |
| -5.06% | Aug 23, 2019 | 16 | Sep 17, 2019 | 85 | Jan 17, 2020 | 101 |