If You Invested in Western Asset Intermediate Municipal Fund (SBI)
Looking for the live price? See the SBI quote & overviewWhat $1,000 or $10,000 in SBI Would Be Worth Today
Real historical value by amount invested and how long ago| If you invested | 1 year ago | 5 years ago | 10 years ago | Since Jul 6, 2015 |
|---|---|---|---|---|
| $1,000 | $1,026 +3% | $800 -20% | $741 -26% | $802 -20% |
| $10,000 | $10,262 +3% | $8,000 -20% | $7,410 -26% | $8,016 -20% |
Based on real historical closing prices through the latest market close. Past performance does not guarantee future results.
Custom Calculation
Choose your own date and amount for SBI$1,000 Investment Over Time
SBI vs S&P 500Year-by-Year Returns
SBI annual performance| Year | Start Price | End Price | Annual Return | Cumulative |
|---|---|---|---|---|
| 2017 | $9.55 | $9.32 | -2.4% | -2.4% |
| 2018 | $9.37 | $8.35 | -10.9% | -12.6% |
| 2019 | $8.48 | $9.08 | +7.1% | -4.9% |
| 2020 | $9.11 | $9.20 | +1.0% | -3.7% |
| 2021 | $9.15 | $9.64 | +5.4% | +0.9% |
| 2022 | $9.60 | $7.59 | -20.9% | -20.5% |
| 2023 | $7.66 | $7.70 | +0.5% | -19.4% |
| 2024 | $7.76 | $7.74 | -0.3% | -19.0% |
| 2025 | $7.83 | $7.68 | -1.9% | -19.6% |
| 2026 | $7.71 | $7.84 | +1.7% | -17.9% |
About Western Asset Intermediate Municipal Fund
Financial Services · NYSE
Western Asset Intermediate Muni Fund, Inc. (NYSE: SBI) is a diversified closed-end management investment company in the Western Asset fund family. The fund's stated investment objective is to provide a high level of current income exempt from federal income taxes. It is structured as an exchange-listed closed-end fund, with shares traded under the symbol SBI.
The fund invests primarily in municipal obligations. Under normal market conditions, it invests at least 80% of total assets in municipal obligations and at least 80% of total assets in debt securities that are rated investment grade at the time of investment, or in unrated securities that the investment manager determines to be of equivalent quality. This makes the fund a municipal bond vehicle focused on tax-exempt income and investment-grade credit quality.
As a closed-end fund, Western Asset Intermediate Muni Fund is governed through a board structure and shareholder voting process. Its public-company record includes governance matters such as director elections and ratification of the fund's independent registered public accounting firm. Proxy materials also identify voting by holders of common stock and preferred shares for applicable fund governance matters.
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Frequently Asked Questions
Western Asset Intermediate Municipal Fund investment returns
How much would $1,000 invested in Western Asset Intermediate Municipal Fund be worth today?
If you invested $1,000 in Western Asset Intermediate Municipal Fund (SBI) 10 years ago on 2016-07-05, your investment would be worth $741 today, representing a -25.9% total return, growing at a compounded rate of -3.0% per year (CAGR).
Has Western Asset Intermediate Municipal Fund outperformed the S&P 500?
Over the past 10 years, SBI returned -25.9% compared to +257.4% for the S&P 500, underperforming the benchmark by 283.3 percentage points.
What is Western Asset Intermediate Municipal Fund's average annual return?
The compound annual growth rate (CAGR) of SBI over the past 10 years is -3.0%, growing at a compounded rate each year. Individual years vary significantly — SBI's best recent year was 2019 (+7.1%) and worst was 2022 (-20.9%).
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