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SBNYX: WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS A (MUTUAL FUND)
Basic Info 11.96 0.02(0.17%) June 05
| Asset Class: | Muni New York Long |
| MyPlanIQ Rating: | (62%) |
| Start Date: | 03/18/1987 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.37% |
| Expenses | 0.70% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.5 | 7.6 | 3.3 | 0.2 | 1.6 | 2.6 | 3.1 | 4.6 | 3.6 | 1.7 | 6.1 | -11.7 | 2.5 | 5.0 | 6.7 | 1.0 | 4.1 | -0.5 | 3.2 | 9.8 | -5.9 | 7.6 | 10.7 | 0.6 | 14.9 | -3.3 | 4.5 | 5.8 | 1.7 | 1.5 | 5.3 | 9.0 | 3.8 | 12.6 | -4.4 | 5.9 | 10.3 | 4.2 | 18.3 | -5.9 | 12.9 | 9.9 | 14.4 | 5.3 | 9.8 | 14.0 | -6.4 |
| Sharpe Ratio | NA | 0.3 | 1.59 | 0.1 | -0.53 | 0.0 | NA | NA | 0.35 | 0.12 | -0.49 | 0.57 | -2.65 | 1.22 | 0.6 | 2.54 | -0.18 | 1.5 | -0.32 | 1.85 | 5.35 | -1.57 | 3.22 | 2.91 | 0.13 | 4.38 | -0.61 | 0.66 | 1.52 | -0.38 | 0.25 | 1.79 | 3.15 | 0.5 | 3.53 | -3.11 | 0.86 | 2.13 | 0.11 | 3.06 | -1.56 | 2.34 | 0.38 | 0.48 | -0.01 | 0.97 | 1.43 | -0.58 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.8 | 16.9 | 16.9 | NA | NA | 18.0 | 6.1 | 2.9 | 7.3 | 16.3 | 3.0 | 11.9 | 1.6 | 1.9 | 1.7 | 5.2 | 1.4 | 0.7 | 9.7 | 2.1 | 4.3 | 6.3 | 2.5 | 10.6 | 1.1 | 0.8 | 0.9 | 1.7 | 0.9 | 2.1 | 3.6 | 3.4 | 6.3 | 2.3 | 2.3 | 4.6 | 3.0 | 11.0 | 2.5 | 7.0 | 5.5 | 7.5 | 2.5 | 3.0 | 18.0 |
| Standard Deviation(%) | NA | 3.5 | 3.1 | 4.6 | 4.4 | 4.2 | NA | NA | 7.0 | 5.6 | 3.8 | 4.4 | 5.0 | 2.1 | 7.8 | 2.1 | 1.9 | 2.3 | 2.4 | 1.7 | 1.8 | 3.8 | 2.3 | 3.7 | 3.6 | 3.4 | 7.0 | 2.0 | 1.6 | 1.5 | 1.9 | 2.6 | 2.5 | 2.7 | 2.4 | 2.5 | 2.8 | 3.1 | 4.7 | 4.7 | 5.8 | 4.6 | 19.4 | 21.5 | 14.2 | 4.0 | 6.4 | 21.1 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.0 | -0.03 | 0.0 | NA | NA | 0.04 | 0.01 | -0.02 | 0.03 | -0.15 | 0.02 | 0.05 | 0.06 | 0.0 | 0.04 | -0.01 | 0.05 | 0.14 | -0.06 | 0.08 | 0.09 | 0.0 | 0.18 | -0.05 | 0.02 | 0.1 | 0.03 | -0.08 | -0.67 | 0.18 | 0.02 | 0.15 | -0.13 | 0.03 | 0.09 | 0.01 | 0.18 | -0.13 | 0.19 | 0.08 | 0.36 | 0.0 | 0.08 | 0.27 | 9.77 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | 0.01 | 0.04 | 0.0 | 0.01 | 0.03 | -0.04 |
| Beta | NA | 0.93 | 0.92 | 0.92 | 0.9 | 0.89 | NA | NA | 0.61 | 0.95 | 0.9 | 0.85 | 0.87 | 1.02 | 0.9 | 0.88 | 0.83 | 0.8 | 0.71 | 0.65 | 0.71 | 0.95 | 0.92 | 1.22 | 1.1 | 0.83 | 0.89 | 0.6 | 0.25 | -0.19 | -0.06 | -0.07 | 0.44 | 0.67 | 0.57 | 0.6 | 0.72 | 0.7 | 0.82 | 0.81 | 0.68 | 0.57 | 0.94 | 0.29 | 0.57 | 0.47 | 0.34 | -0.01 |
| RSquared | NA | 0.94 | 0.91 | 0.94 | 0.94 | 0.94 | NA | NA | 0.14 | 0.96 | 0.91 | 0.94 | 0.95 | 0.86 | 0.97 | 0.87 | 0.81 | 0.74 | 0.83 | 0.75 | 0.7 | 0.85 | 0.81 | 0.81 | 0.81 | 0.81 | 0.87 | 0.77 | 0.2 | 0.16 | 0.02 | 0.01 | 0.44 | 0.61 | 0.57 | 0.59 | 0.64 | 0.56 | 0.79 | 0.64 | 0.64 | 0.19 | 0.04 | 0.0 | 0.03 | 0.2 | 0.05 | 0.0 |
| Yield(%) | N/A | 1.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.2 | 3.0 | 3.0 | 2.2 | 2.1 | 2.7 | 3.4 | 3.5 | 3.6 | 3.6 | 3.7 | 4.0 | 3.7 | 3.8 | 4.5 | 4.1 | 4.6 | 4.0 | 4.3 | 4.5 | 4.2 | 4.4 | 4.5 | 4.9 | 4.9 | 5.4 | 4.9 | 7.0 | 5.9 | 5.4 | 6.1 | 5.7 | 6.2 | 6.6 | 7.1 | 7.2 | 7.4 | 7.6 | 6.0 |
| Dividend Growth(%) | N/A | -65.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 4.9 | 15.2 | 4.8 | -19.9 | -16.6 | -6.1 | -3.3 | -1.9 | -3.4 | -2.9 | -3.2 | 1.9 | -10.4 | 4.8 | -1.8 | 8.0 | -7.5 | -2.6 | 4.1 | -6.8 | -2.7 | -3.7 | -2.0 | -2.2 | -1.0 | -30.6 | 25.5 | 6.6 | -1.6 | -4.6 | -2.3 | -2.9 | -1.3 | -2.8 | -0.8 | 3.6 | 9.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/16/1987
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