It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LMIIX: WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I (MUTUAL FUND)
Basic Info 8.21 0.01(0.12%) June 05
| Asset Class: | Muni New York Intermediate |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 04/29/2008 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.99% |
| Expenses | 1.31% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/29/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.1 | 5.4 | 3.2 | 0.8 | 1.6 | 2.5 | 2.3 | 3.7 | 1.6 | 5.3 | -7.7 | 3.1 | 3.4 | 6.0 | 1.6 | 2.0 | -0.9 | 2.7 | 6.7 | -2.7 | 5.9 | 10.3 | -1.9 | 6.6 | -3.9 |
| Sharpe Ratio | NA | -0.04 | 1.46 | 0.08 | -0.57 | 0.0 | NA | 0.42 | 0.22 | -0.7 | 0.53 | -2.99 | 1.94 | 0.44 | 2.46 | 0.12 | 0.59 | -0.52 | 1.63 | 3.87 | -0.89 | 2.43 | 3.9 | -0.78 | 2.55 | -1.17 |
| Draw Down(%) | NA | 1.9 | 1.9 | 4.5 | 11.3 | 11.3 | NA | 11.3 | 4.0 | 2.2 | 5.0 | 10.9 | 1.8 | 11.0 | 1.6 | 1.5 | 2.1 | 4.7 | 1.4 | 1.1 | 6.4 | 2.0 | 2.2 | 5.3 | 2.8 | 8.7 |
| Standard Deviation(%) | NA | 2.2 | 2.0 | 3.2 | 3.0 | 3.4 | NA | 3.1 | 3.7 | 2.9 | 3.1 | 3.1 | 1.6 | 7.2 | 1.8 | 1.7 | 2.2 | 2.1 | 1.6 | 1.7 | 3.0 | 2.4 | 2.6 | 2.6 | 2.6 | 5.5 |
| Treynor Ratio | NA | 0.0 | 0.04 | 0.0 | -0.02 | 0.0 | NA | 0.01 | 0.01 | -0.02 | 0.02 | -0.12 | 0.04 | 0.03 | 0.05 | 0.0 | 0.02 | -0.01 | 0.04 | 0.08 | -0.03 | 0.06 | 0.1 | -0.03 | 0.1 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 |
| Beta | NA | 0.71 | 0.75 | 0.91 | 0.87 | 0.92 | NA | 0.9 | 0.92 | 0.97 | 0.88 | 0.8 | 0.88 | 1.01 | 0.92 | 0.89 | 0.83 | 0.75 | 0.72 | 0.8 | 0.96 | 1.07 | 1.0 | 0.77 | 0.62 | 0.9 |
| RSquared | NA | 0.83 | 0.76 | 0.89 | 0.88 | 0.88 | NA | 0.82 | 0.91 | 0.88 | 0.88 | 0.88 | 0.6 | 0.94 | 0.71 | 0.74 | 0.62 | 0.77 | 0.68 | 0.68 | 0.87 | 0.81 | 0.82 | 0.61 | 0.59 | 0.78 |
| Yield(%) | N/A | 1.0 | 2.7 | 2.8 | 2.3 | 2.5 | 2.9 | N/A | 2.9 | 2.8 | 2.7 | 2.0 | 2.0 | 2.3 | 3.0 | 3.2 | 3.3 | 3.1 | 3.1 | 3.3 | 3.2 | 3.4 | 3.9 | 1.8 | 0.0 | 1.9 |
| Dividend Growth(%) | N/A | -66.0 | -4.4 | 22.3 | -17.5 | N/A | N/A | N/A | 3.5 | 4.6 | 24.0 | -0.0 | -13.8 | -18.9 | -8.2 | -4.5 | 3.5 | -1.1 | -3.1 | -3.0 | -4.2 | -5.8 | 101.8 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New York Intermediate Asset Class Trend Rankings |
Top Rated Funds in Muni New York Intermediate
Best Mutual Funds
- MNYMX (BNY MELLON NEW YORK INTERMEDIATE TAX-EXEMPT BOND FUND CLASS M) (92%)
- JNYIX (JPMORGAN NEW YORK TAX FREE BOND FUND CLASS I) (88%)
- MNYIX (BNY MELLON NEW YORK INTERMEDIATE TAX-EXEMPT BOND FUND INVESTOR SHARES) (83%)
- SENYX (STET NEW YORK MUNICIPAL BOND FUND STET NEW YORK MUNICIPAL BOND FUND - CLASS A) (79%)
- GNYTX (COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND COLUMBIA AMT-FREE NEW YORK INTERMEDIATE MUNI BOND FUND CLASS Z) (75%)
- DNYIX (DREYFUS NEW YORK AMT-FREE MUNICIPAL BOND FUND CLASS I) (71%)
- LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) (67%)
- EZNYX (EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND EATON VANCE NEW YORK MUNICIPAL OPPORTUNITIES FUND CLASS C) (58%)
- FKNCX (FRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS C) (54%)
- THNYX (THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND THORNBURG NEW YORK INTERMEDIATE MUNICIPAL FUND - CLASS A) (33%)
Best ETFs
* Day change on 06/05/2026.Best Closed End Funds
* Day change on 06/05/2026.Latest Articles Related to LMIIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
