SBI vs UNHG

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF).

SBI vs UNHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	UNHG(ETF)
Net Assets	$119M	$119M
Max Drawdown	43.86%	61.40%
Sharpe Ratio	1.06	1.04
5Y Beta	0.15	1.26
5Y Dividends CAGR	14.13%	N/A

Net Assets

Winner

SBI

$119M

UNHG

$119M

Max Drawdown

Winner

SBI

43.86%

UNHG

61.40%

Sharpe Ratio

Winner

SBI

1.06

UNHG

1.04

5Y Beta

Winner

SBI

0.15

UNHG

1.26

5Y Dividends CAGR

SBI

14.13%

UNHG

N/A

SBI vs UNHG - Historical Returns

Returns include dividend reinvestment.

Period	SBI	UNHG
1 month	+0.67%	+4.25%
3 months	+0.87%	+104.06%
6 months	+3.97%	+22.04%
1 year	+10.99%	+59.86%
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	+1.40%	N/A
Max(CAGR)	+4.45%	+69.43%

SBI

+0.67%

Winner

UNHG

+4.25%

SBI

+0.87%

Winner

UNHG

+104.06%

SBI

+3.97%

Winner

UNHG

+22.04%

SBI

+10.99%

Winner

UNHG

+59.86%

5Y(CAGR)

SBI

+0.68%

UNHG

N/A

10Y(CAGR)

SBI

+1.40%

UNHG

N/A

Max(CAGR)

SBI

+4.45%

Winner

UNHG

+69.43%

SBI vs UNHG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	UNHG
2026	+4.07%	+27.08%
2025	+4.71%	+21.45%
2024	+6.01%	N/A
2023	+4.41%	N/A
2022	-18.11%	N/A
2021	+8.51%	N/A
2020	+4.27%	N/A
2019	+11.05%	N/A
2018	-7.08%	N/A
2017	+1.98%	N/A
2016	-2.28%	N/A
2015	+11.06%	N/A
2014	+11.62%	N/A
2013	-13.11%	N/A
2012	+13.15%	N/A
2011	+10.53%	N/A
2010	+9.39%	N/A
2009	+25.05%	N/A
2008	-10.17%	N/A
2007	+0.97%	N/A
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 UNHG Drawdown Comparison

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

The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.

The current SBI drawdown is -0.61%. The current UNHG drawdown is -2.26%.

Rank	SBI	UNHG
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-57.09% Oct 8, 2025 - Jun 8, 2026
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-36.70% Jul 23, 2025 - Aug 15, 2025
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-9.49% Sep 11, 2025 - Oct 2, 2025
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-5.83% Aug 18, 2025 - Aug 29, 2025
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-3.67% Jun 9, 2026 - Jun 11, 2026
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-1.63% Aug 29, 2025 - Sep 4, 2025
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-0.78% Oct 3, 2025 - Oct 7, 2025
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-0.65% Sep 9, 2025 - Sep 11, 2025
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	N/A
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	N/A
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	N/A
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	N/A
#13	-7.48% Sep 20, 2002 - May 1, 2003	N/A
#14	-7.17% Nov 5, 2001 - May 23, 2002	N/A
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	N/A

Correlation

Correlation between SBI and UNHG is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (1999 - 2026)

SBI vs UNHG dividend yield comparison.

Year	SBI	UNHG
2026	2.69%	0.00%
2025	6.56%	11.30%
2024	6.23%	0.00%
2023	3.76%	0.00%
2022	3.72%	0.00%
2021	2.93%	0.00%
2020	3.07%	0.00%
2019	3.59%	0.00%
2018	4.32%	0.00%
2017	4.58%	0.00%
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%	0.00%
2007	4.83%	0.00%
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%