SBI vs. PCGTX
Compare and contrast key facts about Western Asset Intermediate Muni Fund Inc. (SBI) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX).
SBI is managed by Western Asset. PCGTX is managed by UBS. It was launched on Aug 24, 1995.
Performance
SBI vs. PCGTX - Performance Comparison
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SBI vs. PCGTX - 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% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 2.45% | 7.84% | 0.98% | 5.12% | -13.48% | -0.61% | 5.75% | 6.55% | 0.17% | 2.83% |
Returns By Period
In the year-to-date period, SBI achieves a 1.62% return, which is significantly lower than PCGTX's 2.45% return. Over the past 10 years, SBI has underperformed PCGTX with an annualized return of 1.33%, while PCGTX has yielded a comparatively higher 1.61% 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%
PCGTX
- 1D
- 0.76%
- 1M
- -1.85%
- YTD
- 2.45%
- 6M
- 4.22%
- 1Y
- 7.91%
- 3Y*
- 4.61%
- 5Y*
- 0.31%
- 10Y*
- 1.61%
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SBI vs. PCGTX - Expense Ratio Comparison
Return for Risk
SBI vs. PCGTX — Risk / Return Rank
SBI
PCGTX
SBI vs. PCGTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Intermediate Muni Fund Inc. (SBI) and PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX). 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 | PCGTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 1.39 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.00 | 2.24 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 2.45 | -1.55 |
Martin ratioReturn relative to average drawdown | 2.42 | 7.00 | -4.58 |
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 | PCGTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 1.39 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.04 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.14 | 0.30 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.97 | -0.76 |
Correlation
The correlation between SBI and PCGTX is 0.15, 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. PCGTX - Dividend Comparison
SBI's dividend yield for the trailing twelve months is around 6.56%, more than PCGTX's 4.44% 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% |
PCGTX PACE Mortgage-Backed Securities Fixed Income Investments | 4.44% | 3.78% | 5.36% | 5.02% | 3.67% | 2.87% | 3.23% | 3.53% | 3.34% | 2.96% | 2.71% | 2.21% |
Drawdowns
SBI vs. PCGTX - Drawdown Comparison
The maximum SBI drawdown since its inception was -33.70%, which is greater than PCGTX's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for SBI and PCGTX.
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Drawdown Indicators
| SBI | PCGTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.70% | -19.34% | -14.36% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -3.10% | -2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -25.21% | -19.20% | -6.01% |
Max Drawdown (10Y)Largest decline over 10 years | -25.21% | -19.34% | -5.87% |
Current DrawdownCurrent decline from peak | -3.31% | -1.85% | -1.46% |
Average DrawdownAverage peak-to-trough decline | -7.71% | -1.86% | -5.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.23% | 1.09% | +1.14% |
Volatility
SBI vs. PCGTX - Volatility Comparison
Western Asset Intermediate Muni Fund Inc. (SBI) has a higher volatility of 2.78% compared to PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) at 2.13%. This indicates that SBI's price experiences larger fluctuations and is considered to be riskier than PCGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBI | PCGTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.78% | 2.13% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 4.58% | 4.13% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.55% | 6.23% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.92% | 7.10% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.75% | 5.35% | +4.40% |