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SHDAX: Legg Mason Western Asset Short Duration Muncipa (MUTUAL FUND)
Basic Info 5.07 0(0.0%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (54%) |
| Start Date: | 03/28/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.38% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2026)
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.2 | 3.2 | 3.2 | 1.3 | 1.5 | 1.4 | 1.9 | 1.8 | 2.6 | 2.1 | 3.7 | -3.3 | 0.2 | 2.6 | 3.2 | 1.0 | 1.4 | 0.1 | 0.3 | 1.5 | 0.5 | 1.5 | 3.5 | 1.3 | 6.0 | 2.3 | 4.3 | 3.6 | 1.2 | 0.2 | 0.0 |
| Sharpe Ratio | NA | -1.44 | 0.36 | -0.04 | -0.67 | -0.1 | NA | NA | 0.35 | -0.11 | -2.75 | -0.31 | -2.31 | 0.2 | 0.63 | 1.63 | -0.41 | 0.77 | -0.16 | 0.32 | 1.76 | 0.41 | 1.83 | 2.8 | 0.92 | 3.72 | 0.65 | 0.88 | 0.2 | -0.65 | -0.38 | -0.38 |
| Draw Down(%) | NA | 1.4 | 1.4 | 1.6 | 5.6 | 6.2 | NA | NA | 6.2 | 1.6 | 1.0 | 1.6 | 5.3 | 0.6 | 6.2 | 0.8 | 0.4 | 0.6 | 1.4 | 0.7 | 0.4 | 1.1 | 0.4 | 0.6 | 1.1 | 0.8 | 2.5 | 0.5 | 0.4 | 0.7 | 2.1 | 1.6 |
| Standard Deviation(%) | NA | 1.4 | 1.4 | 1.8 | 1.8 | 1.8 | NA | NA | 1.6 | 2.0 | 1.6 | 1.9 | 2.0 | 0.9 | 3.7 | 1.1 | 0.7 | 1.0 | 1.0 | 1.0 | 0.8 | 1.1 | 0.8 | 1.2 | 1.4 | 1.6 | 2.1 | 1.5 | 1.5 | 1.6 | 1.9 | 1.7 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.05 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.02 | 0.03 | 0.01 | 0.05 | 0.01 | 0.01 | 0.0 | -0.02 | -0.02 | -0.04 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.65 | 0.75 | 1.04 | 1.12 | 1.31 | NA | NA | 1.1 | 1.02 | 0.93 | 1.19 | 1.4 | 1.06 | 1.81 | 1.0 | 0.64 | 0.63 | 0.9 | 0.64 | 0.82 | 0.82 | 0.67 | 1.07 | 1.26 | 1.08 | 1.07 | 0.89 | 0.65 | 0.5 | 0.34 | 0.15 |
| RSquared | NA | 0.25 | 0.33 | 0.48 | 0.48 | 0.56 | NA | NA | 0.38 | 0.45 | 0.44 | 0.49 | 0.5 | 0.27 | 0.85 | 0.3 | 0.29 | 0.12 | 0.25 | 0.08 | 0.13 | 0.15 | 0.15 | 0.19 | 0.3 | 0.31 | 0.44 | 0.41 | 0.19 | 0.06 | 0.02 | 0.01 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.5 | 2.2 | 2.0 | 1.2 | 1.0 | 1.4 | 1.6 | 1.4 | 1.2 | 1.0 | 1.1 | 1.3 | 1.3 | 1.5 | 1.9 | 1.5 | 2.3 | 2.7 | 3.2 | 2.9 | 2.4 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 13.4 | 14.3 | 63.3 | 20.0 | -30.6 | -13.4 | 17.9 | 15.8 | 14.9 | -7.0 | -13.6 | 1.5 | -15.6 | -21.4 | 25.6 | -31.0 | -15.7 | -14.6 | 11.3 | 21.6 | 43.2 | 8000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2003
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