SBI vs CVY

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF).

5-Year PerformanceCVY has outperformed SBI, delivering a return of +7.2% compared to +0.6%

SBI vs CVY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	CVY(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	1.21%
Max Drawdown	43.86%	70.55%
Sharpe Ratio	1.01	1.29
5Y Beta	0.15	0.66
P/E Ratio	N/A	13.70
Forward P/E	N/A	9.80
5Y Dividends CAGR	14.13%	10.25%
5Y EPS CAGR	N/A	16.51%
P/S Ratio	N/A	0.79
P/B Ratio	N/A	1.51

Net Assets

SBI

$119M

Winner

CVY

$119M

Expense Ratio

SBI

N/A

CVY

1.21%

Max Drawdown

Winner

SBI

43.86%

CVY

70.55%

Sharpe Ratio

SBI

1.01

Winner

CVY

1.29

5Y Beta

Winner

SBI

0.15

CVY

0.66

P/E Ratio

SBI

N/A

CVY

13.70

Forward P/E

SBI

N/A

CVY

9.80

5Y Dividends CAGR

Winner

SBI

14.13%

CVY

10.25%

5Y EPS CAGR

SBI

N/A

CVY

16.51%

P/S Ratio

SBI

N/A

CVY

0.79

P/B Ratio

SBI

N/A

CVY

1.51

SBI vs CVY - Historical Returns

Returns include dividend reinvestment.

Period	SBI	CVY
1 month	+1.20%	+0.65%
3 months	-0.67%	+4.17%
6 months	+1.98%	+8.95%
1 year	+10.30%	+18.90%
5 years(CAGR)	+0.55%	+7.17%
10 years(CAGR)	+1.36%	+8.37%
Max(CAGR)	+4.41%	+5.74%

Winner

SBI

+1.20%

CVY

+0.65%

SBI

-0.67%

Winner

CVY

+4.17%

SBI

+1.98%

Winner

CVY

+8.95%

SBI

+10.30%

Winner

CVY

+18.90%

5Y(CAGR)

SBI

+0.55%

Winner

CVY

+7.17%

10Y(CAGR)

SBI

+1.36%

Winner

CVY

+8.37%

Max(CAGR)

SBI

+4.41%

Winner

CVY

+5.74%

SBI vs CVY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	CVY
2026	+3.01%	+7.63%
2025	+4.71%	+10.03%
2024	+6.01%	+10.47%
2023	+4.41%	+18.77%
2022	-18.11%	-9.89%
2021	+8.51%	+26.69%
2020	+4.27%	-10.46%
2019	+11.05%	+24.93%
2018	-7.08%	-11.08%
2017	+1.98%	+14.70%
2016	-2.28%	+16.73%
2015	+11.06%	-14.38%
2014	+11.62%	-3.71%
2013	-13.11%	+16.68%
2012	+13.15%	+11.95%
2011	+10.53%	+7.09%
2010	+9.39%	+16.12%
2009	+25.05%	+45.08%
2008	-10.17%	-40.40%
2007	+0.97%	-7.36%
2006	+9.01%	+7.55%
2005	-3.44%	N/A
2004	-2.07%	N/A
2003	+14.58%	N/A
2002	+5.71%	N/A
2001	+13.21%	N/A
2000	+9.55%	N/A
1999	-7.92%	N/A

SBI vs CVY Drawdown Comparison

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.

The current SBI drawdown is -1.63%. The current CVY drawdown is -0.64%.

Rank	SBI	CVY
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-66.87% Jun 4, 2007 - Jan 25, 2012
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-50.47% Jan 17, 2020 - Feb 24, 2021
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-31.87% Jul 1, 2014 - Dec 4, 2017
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-21.61% Jan 12, 2022 - Dec 14, 2023
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-18.51% Jan 23, 2018 - Apr 17, 2019
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-16.80% Nov 29, 2024 - Jul 10, 2025
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-9.00% Jul 24, 2019 - Sep 13, 2019
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-8.62% Sep 14, 2012 - Jan 4, 2013
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-8.58% May 21, 2013 - Oct 17, 2013
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-8.20% Mar 13, 2012 - Jul 19, 2012
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-7.80% Jun 11, 2021 - Oct 20, 2021
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-7.43% Feb 10, 2026 - Apr 30, 2026
#13	-7.48% Sep 20, 2002 - May 1, 2003	-6.87% Nov 12, 2021 - Jan 4, 2022
#14	-7.17% Nov 5, 2001 - May 23, 2002	-6.83% Jul 30, 2024 - Aug 30, 2024
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-6.28% May 3, 2019 - Jun 28, 2019

Correlation

Correlation between SBI and CVY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

SBI vs CVY dividend yield comparison.

Year	SBI	CVY
2026	2.72%	0.77%
2025	6.56%	3.99%
2024	6.23%	4.07%
2023	3.76%	4.41%
2022	3.72%	5.18%
2021	2.93%	2.37%
2020	3.07%	3.40%
2019	3.59%	3.22%
2018	4.32%	4.44%
2017	4.58%	3.94%
2016	5.01%	4.50%
2015	4.70%	5.89%
2014	4.92%	6.28%
2013	5.30%	5.35%
2012	4.54%	5.39%
2011	4.90%	5.41%
2010	5.03%	4.76%
2009	4.69%	5.32%
2008	5.42%	11.04%
2007	4.83%	5.68%
2006	4.87%	1.36%
2005	6.45%	0.00%
2004	6.54%	0.00%
2003	6.01%	0.00%
2002	6.04%	0.00%
2001	5.66%	0.00%
2000	6.16%	0.00%
1999	1.05%	0.00%