SBI vs. DUTMX
Compare and contrast key facts about Western Asset Intermediate Muni Fund Inc. (SBI) and Dupree Taxable Municipal Bond Fund (DUTMX).
SBI is managed by Western Asset. DUTMX is managed by Dupree. It was launched on Nov 1, 2010.
Performance
SBI vs. DUTMX - Performance Comparison
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SBI vs. DUTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBI Western Asset Intermediate Muni Fund Inc. | 1.62% | 5.95% | 6.83% | 5.37% | -18.45% | 7.91% | 4.62% | 12.78% | -6.59% | 2.42% |
DUTMX Dupree Taxable Municipal Bond Fund | 0.30% | 6.44% | 1.09% | 6.83% | -25.27% | 0.28% | 6.24% | 6.66% | 2.04% | 5.12% |
Returns By Period
In the year-to-date period, SBI achieves a 1.62% return, which is significantly higher than DUTMX's 0.30% return. Over the past 10 years, SBI has outperformed DUTMX with an annualized return of 1.33%, while DUTMX has yielded a comparatively lower 0.53% annualized return.
SBI
- 1D
- 1.59%
- 1M
- -2.99%
- YTD
- 1.62%
- 6M
- 0.28%
- 1Y
- 5.13%
- 3Y*
- 4.86%
- 5Y*
- 0.82%
- 10Y*
- 1.33%
DUTMX
- 1D
- 0.82%
- 1M
- -2.38%
- YTD
- 0.30%
- 6M
- 1.16%
- 1Y
- 3.94%
- 3Y*
- 3.13%
- 5Y*
- -2.03%
- 10Y*
- 0.53%
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SBI vs. DUTMX - Expense Ratio Comparison
Return for Risk
SBI vs. DUTMX — Risk / Return Rank
SBI
DUTMX
SBI vs. DUTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Intermediate Muni Fund Inc. (SBI) and Dupree Taxable Municipal Bond Fund (DUTMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SBI | DUTMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.71 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.00 | 1.03 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.13 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.08 | -0.18 |
Martin ratioReturn relative to average drawdown | 2.42 | 2.78 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBI | DUTMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.71 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.23 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.08 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.37 | -0.16 |
Correlation
The correlation between SBI and DUTMX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SBI vs. DUTMX - Dividend Comparison
SBI's dividend yield for the trailing twelve months is around 6.56%, more than DUTMX's 4.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBI Western Asset Intermediate Muni Fund Inc. | 6.56% | 6.56% | 6.23% | 3.76% | 3.72% | 2.93% | 3.07% | 3.59% | 4.32% | 4.58% | 5.01% | 4.70% |
DUTMX Dupree Taxable Municipal Bond Fund | 4.13% | 4.57% | 4.26% | 4.02% | 4.28% | 2.32% | 4.69% | 5.18% | 5.04% | 4.89% | 4.84% | 4.77% |
Drawdowns
SBI vs. DUTMX - Drawdown Comparison
The maximum SBI drawdown since its inception was -33.70%, which is greater than DUTMX's maximum drawdown of -30.53%. Use the drawdown chart below to compare losses from any high point for SBI and DUTMX.
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Drawdown Indicators
| SBI | DUTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -30.53% | -3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -5.08% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -25.21% | -30.53% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -25.21% | -30.53% | +5.32% |
Current DrawdownCurrent decline from peak | -3.31% | -15.30% | +11.99% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -6.85% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 1.98% | +0.25% |
Volatility
SBI vs. DUTMX - Volatility Comparison
Western Asset Intermediate Muni Fund Inc. (SBI) has a higher volatility of 2.78% compared to Dupree Taxable Municipal Bond Fund (DUTMX) at 2.04%. This indicates that SBI's price experiences larger fluctuations and is considered to be riskier than DUTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBI | DUTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 2.04% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 4.58% | 3.64% | +0.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 6.60% | +0.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 8.86% | +0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.75% | 7.06% | +2.69% |