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Western Asset California Municipals Fund;A

Ranked 30 out of 32 in California Municipal Debt Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide California investors with as high a level of dividend income exempt from federal income taxes and California state personal income tax as is consistent with prudent investment management and the preservation of capital.

sector performance

California Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 4.9% 1.1% 1.9% 0.7% 1.1%
2016 -0.1% 1.6% 2.5% -0.4% -3.8%
2015 2.8% 1.3% -1.1% 1.1% 1.5%
2014 9.8% 3.7% 3.1% 1.6% 1.2%
2013 -3.9% 0.8% -4.2% -0.9% 0.5%
2012 9.3% 3.2% 1.7% 2.7% 1.5%
2011 12.2% -0.9% 5.8% 5.0% 1.9%
2010 1.7% 1.7% 1.1% 3.6% -4.6%
2009 16.4% 5.1% 3.3% 9.2% -1.7%
2008 -8.8% -0.8% 1.3% -4.5% -5.0%
2007 3.9% 1.1% -0.3% 1.8% 1.2%
2006 6.3% 1.6% 0.8% 2.5% 1.2%
2005 3.0% 0.5% 0.5% 1.5% 0.5%
2004 1.9% -0.2% -0.5% 1.5% 1.1%
2003 4.7% 0.5% 0.5% 1.3% 2.4%
2002 6.2% -0.2% 3.2% 4.2% -1.1%
2001 4.6% 1.6% -0.4% 4.0% -0.6%
2000 15.0% 4.7% 1.3% 3.6% 4.6%
1999 -5.8% 1.0% -2.9% -1.9% -2.1%
1998 5.5% 0.9% 1.2% 3.0% 0.3%
1997 11.1% -1.5% 4.7% 4.4% 3.2%
1996 5.7% -1.4% 1.0% 3.0% 3.0%
1995 22.6% 10.3% 2.2% 2.6% 6.0%
1994 -6.7% -4.6% 1.0% 0.6% -3.7%
1993 12.6% 3.8% 3.4% 3.0% 1.8%
1992 8.0% -0.4% 4.3% 1.7% 2.3%
1991 11.5% 1.3% 1.8% 4.3% 3.6%
1990 6.8% 0.2% 2.2% -0.3% 4.7%
1989 9.5% 0.5% 5.6% 0.1% 3.1%
1988 12.0% 3.1% 2.3% 3.0% 3.2%
1987 -1.4% 2.7% -6.0% -3.1% 5.4%
1986 18.1% 9.5% -1.1% 4.4% 4.5%
1985 19.2% 4.0% 7.5% -0.8% 7.5%
1984 4.3% 5.4%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/04/1984
  • Share Class size355Mn
  • Base currencyUSD
  • ISINUS52468T1025

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • Initial investment0