NasdaqGM - Delayed Quote USD
Western Asset Interm Maturity CA Muni A (ITCAX)
7.89
+0.01
+(0.13%)
At close: 8:04:18 PM EDT
Performance Overview
Morningstar Return Rating | -- |
YTD Return | -1.43% |
5y Average Return | 0.63% |
Number of Years Up | 27 |
Number of Years Down | 6 |
Best 1Y Total Return (Apr 16, 2025) | 10.15% |
Worst 1Y Total Return (Apr 16, 2025) | -- |
Best 3Y Total Return | 10.15% |
Worst 3Y Total Return | -1.82% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ITCAX
Category
- YTD
- 0.07%
- 0.87%
- 1-Month
- -1.36%
- 0.21%
- 3-Month
- 0.07%
- 1.22%
- 1-Year
- 2.02%
- 3.74%
- 3-Year
- 1.06%
- 3.73%
- 5-Year
- 0.96%
- 2.27%
- 10-Year
- 1.21%
- 3.54%
- Last Bull Market
- 3.92%
- 5.59%
- Last Bear Market
- -3.36%
- 5.62%
Annual Total Return (%) History
Year
ITCAX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2025 | 0.07% | -- | -- | -- |
2024 | 0.16% | 0.77% | 2.39% | -1.18% |
2023 | 1.95% | -0.52% | -2.16% | 5.07% |
2022 | -6.16% | -3.36% | -2.86% | 3.19% |
2021 | -0.20% | 1.80% | -0.57% | 0.78% |
2020 | -3.84% | 2.87% | 1.29% | 2.08% |
2019 | 2.12% | 1.85% | 1.40% | 0.37% |
2018 | -0.77% | 0.97% | -0.18% | 1.34% |
2017 | 1.30% | 1.77% | 0.62% | 0.26% |
2016 | 1.21% | 1.98% | -0.34% | -4.28% |
2015 | 0.94% | -0.90% | 1.28% | 1.42% |
2014 | 3.40% | 2.28% | 1.53% | 0.98% |
2013 | 0.41% | -3.04% | 0.03% | -0.09% |
2012 | 1.73% | 1.59% | 1.79% | 0.68% |
2011 | 0.35% | 3.58% | 3.63% | 2.26% |
2010 | 1.55% | 0.71% | 3.16% | -4.87% |
2009 | 3.98% | 1.47% | 6.64% | -1.11% |
2008 | 0.46% | 0.55% | -2.14% | -2.80% |
2007 | 0.70% | -0.25% | 2.02% | 1.32% |
2006 | 0.81% | 0.38% | 2.58% | 0.58% |
2005 | -0.17% | 1.24% | 0.69% | 0.25% |
2004 | -0.15% | -0.72% | 2.16% | 1.09% |
2003 | 0.31% | 1.13% | 0.37% | 1.58% |
2002 | 0.44% | 3.27% | 4.16% | -1.20% |
2001 | 2.03% | 0.66% | 2.55% | -0.60% |
2000 | 2.57% | 1.40% | 2.32% | 2.60% |
1999 | 0.88% | -2.27% | 0.59% | -0.70% |
1998 | 0.97% | 1.12% | 3.31% | 0.30% |
1997 | -0.02% | 2.75% | 2.60% | 1.98% |
1996 | -0.39% | 0.72% | 1.67% | 2.27% |
1995 | 5.87% | 1.68% | 2.89% | 3.12% |
1994 | -4.62% | 1.07% | 0.80% | -2.06% |
1993 | 3.30% | 3.60% | 2.99% | 1.15% |
1992 | 0.01% | 3.10% | 2.38% | 2.21% |
Rank in Category (By Total Return)
YTD | 30 |
1-Month | 57 |
3-Month | 30 |
1-Year | 16 |
3-Year | 84 |
5-Year | 55 |
Load Adjusted Returns
1-Year | -0.27% |
3-Year | 0.29% |
5-Year | 0.50% |
10-Year | 0.98% |
Performance & Risk
YTD Return | -1.43% |
5y Average Return | 0.63% |
Rank in Category (ytd) | 30 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.75 |
Morningstar Risk Rating |
Fund Overview
Category | Muni California Intermediate |
Fund Family | Franklin Templeton Investments |
Net Assets | 75.21M |
YTD Return | 0.07% |
Yield | 2.65% |
Morningstar Rating | |
Inception Date | Jul 22, 2002 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its assets in investment grade "California municipal securities" or other investments with similar economic characteristics. It may invest up to 20% of its assets in unrated securities that the subadviser determines to be equivalent to investment grade. The fund may invest in securities of any maturity. It is non-diversified.
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