SBI vs RWM

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and PROSHARES SHORT RUSSELL2000 (RWM, ETF).

5-Year PerformanceSBI has outperformed RWM, delivering a return of +0.7% compared to -5.2%

SBI vs RWM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	RWM(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.95%
Max Drawdown	43.86%	97.16%
Sharpe Ratio	1.06	-1.62
5Y Beta	0.15	-1.10
5Y Dividends CAGR	14.13%	70.30%

Net Assets

SBI

$119M

Winner

RWM

$119M

Expense Ratio

SBI

N/A

RWM

0.95%

Max Drawdown

Winner

SBI

43.86%

RWM

97.16%

Sharpe Ratio

Winner

SBI

1.06

RWM

-1.62

5Y Beta

SBI

0.15

Winner

RWM

-1.10

5Y Dividends CAGR

SBI

14.13%

Winner

RWM

70.30%

SBI vs RWM - Historical Returns

Returns include dividend reinvestment.

Period	SBI	RWM
1 month	+0.67%	-3.57%
3 months	+0.87%	-15.43%
6 months	+3.97%	-13.00%
1 year	+10.99%	-26.20%
5 years(CAGR)	+0.68%	-5.17%
10 years(CAGR)	+1.40%	-12.11%
Max(CAGR)	+4.45%	-12.17%

Winner

SBI

+0.67%

RWM

-3.57%

Winner

SBI

+0.87%

RWM

-15.43%

Winner

SBI

+3.97%

RWM

-13.00%

Winner

SBI

+10.99%

RWM

-26.20%

5Y(CAGR)

Winner

SBI

+0.68%

RWM

-5.17%

10Y(CAGR)

Winner

SBI

+1.40%

RWM

-12.11%

Max(CAGR)

Winner

SBI

+4.45%

RWM

-12.17%

SBI vs RWM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	RWM
2026	+4.07%	-14.70%
2025	+4.71%	-9.27%
2024	+6.01%	-6.49%
2023	+4.41%	-10.99%
2022	-18.11%	+19.82%
2021	+8.51%	-19.11%
2020	+4.27%	-31.06%
2019	+11.05%	-19.44%
2018	-7.08%	+12.68%
2017	+1.98%	-13.13%
2016	-2.28%	-22.95%
2015	+11.06%	+0.05%
2014	+11.62%	-9.33%
2013	-13.11%	-28.41%
2012	+13.15%	-16.54%
2011	+10.53%	-6.11%
2010	+9.39%	-25.42%
2009	+25.05%	-31.44%
2008	-10.17%	+22.38%
2007	+0.97%	+4.98%
2006	+9.01%	N/A
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 RWM Drawdown Comparison

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

The maximum drawdown for RWM was -95.50%, occurring on Jun 12, 2026. This drawdown has not yet recovered.

The current SBI drawdown is -0.61%. The current RWM drawdown is -95.50%.

Rank	SBI	RWM
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-95.50% Mar 9, 2009 - Jun 12, 2026
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-29.50% Nov 20, 2008 - Mar 9, 2009
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-18.20% Oct 27, 2008 - Nov 19, 2008
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-17.33% Mar 10, 2008 - Oct 6, 2008
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-13.39% Oct 9, 2008 - Oct 24, 2008
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-10.96% Aug 15, 2007 - Nov 19, 2007
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-9.82% Mar 5, 2007 - Jul 27, 2007
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-8.16% Jan 22, 2008 - Mar 6, 2008
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-7.95% Nov 26, 2007 - Jan 4, 2008
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-5.46% Jan 26, 2007 - Mar 2, 2007
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-4.86% Aug 3, 2007 - Aug 15, 2007
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-2.22% Jan 8, 2008 - Jan 11, 2008
#13	-7.48% Sep 20, 2002 - May 1, 2003	-1.96% Nov 21, 2007 - Nov 26, 2007
#14	-7.17% Nov 5, 2001 - May 23, 2002	-1.63% Jul 27, 2007 - Aug 3, 2007
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-1.38% Jan 11, 2008 - Jan 15, 2008

Correlation

Correlation between SBI and RWM is -0.93 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.93

-101

Dividend Comparison (1999 - 2026)

SBI vs RWM dividend yield comparison.

Year	SBI	RWM
2026	2.69%	0.47%
2025	6.56%	3.97%
2024	6.23%	6.03%
2023	3.76%	4.78%
2022	3.72%	0.39%
2021	2.93%	0.00%
2020	3.07%	0.20%
2019	3.59%	1.55%
2018	4.32%	0.87%
2017	4.58%	0.07%
2016	5.01%	0.00%
2015	4.70%	0.00%
2014	4.92%	0.00%
2013	5.30%	0.00%
2012	4.54%	0.00%
2011	4.90%	0.00%
2010	5.03%	0.00%
2009	4.69%	0.00%
2008	5.42%	37.88%
2007	4.83%	2.28%
2006	4.87%	0.00%
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%