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Western Asset California Municipals Fund;A

Ranked 465 out of 575 in - US Dollar Municipal over 12 months
All calculations are in USD unless stated

Objective

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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar Municipal over : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 1.5%
2016 -0.4% 1.6% 2.5% -0.4% -4.1%
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% 0.5% -4.2% -0.6% 0.5%
2012 9.7% 3.2% 1.7% 2.7% 1.8%
2011 11.8% -0.9% 5.8% 5.0% 1.5%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/04/1984
  • Share Class size384Mn
  • Base currencyUSD
  • ISIN US52468T1025

Purchase Info

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

Charges

  • Annual management0.50%
  • Initial investment0

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