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SHIAX: WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 4.77 0.01(0.21%) June 05
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 11/19/1992 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 7.19% |
| Expenses | 1.40% |
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Performance Analytics (As of 05/29/2026)
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 1.2 | 6.5 | 8.0 | 4.5 | 5.4 | 4.5 | 5.2 | 5.5 | 7.6 | 8.6 | 10.4 | -6.4 | 6.2 | 4.1 | 10.7 | -0.9 | 5.4 | 11.6 | -8.2 | -1.0 | 8.7 | 17.2 | 2.3 | 15.4 | 57.1 | -31.7 | 0.3 | 11.7 | 2.6 | 10.0 | 26.5 | -4.5 | -4.7 | -9.1 | 2.9 | 0.2 | 13.0 | 12.9 | 18.1 | -4.5 | 19.7 | 1.4 |
| Sharpe Ratio | NA | 0.26 | 1.6 | 1.49 | 0.53 | 0.78 | NA | NA | 0.77 | 1.33 | 1.57 | 1.62 | -1.52 | 2.78 | 0.34 | 2.84 | -0.67 | 1.75 | 2.21 | -1.94 | -0.31 | 2.89 | 4.84 | 0.41 | 3.03 | 6.66 | -2.76 | -0.58 | 2.4 | 0.1 | 3.06 | 7.54 | -1.12 | -1.11 | -3.21 | -0.21 | -0.84 | 3.72 | 3.97 | 6.14 | -2.78 | 9.37 | 7.03 |
| Draw Down(%) | NA | 1.9 | 1.9 | 3.7 | 10.1 | 22.4 | NA | NA | 40.1 | 3.7 | 1.3 | 3.2 | 10.1 | 1.3 | 22.4 | 1.5 | 6.0 | 1.5 | 7.8 | 12.2 | 7.2 | 3.8 | 2.7 | 10.1 | 5.9 | 10.6 | 38.0 | 7.7 | 2.9 | 5.6 | 4.3 | 3.9 | 14.5 | 17.1 | 13.1 | 3.6 | 10.8 | 3.2 | 1.8 | 0.8 | 8.3 | 0.5 | 0.2 |
| Standard Deviation(%) | NA | 3.4 | 3.1 | 3.5 | 3.9 | 4.9 | NA | NA | 4.9 | 3.6 | 3.1 | 4.2 | 5.2 | 2.2 | 11.2 | 3.3 | 3.4 | 2.7 | 5.1 | 4.3 | 3.2 | 3.0 | 3.6 | 5.5 | 5.1 | 8.6 | 11.8 | 4.9 | 3.5 | 3.4 | 3.0 | 3.4 | 5.1 | 6.6 | 4.1 | 2.4 | 3.8 | 2.5 | 2.3 | 2.3 | 2.7 | 1.9 | 1.6 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.07 | 0.03 | 0.05 | NA | NA | 0.04 | 0.05 | 0.07 | 0.11 | -0.15 | 0.11 | 0.04 | 0.12 | -0.03 | 0.08 | 0.13 | -0.09 | -0.01 | 0.11 | 0.18 | 0.02 | 0.16 | 0.47 | -0.28 | -0.03 | 0.08 | 0.01 | 0.17 | 0.52 | -0.08 | -0.14 | -0.25 | -0.01 | -0.04 | 0.21 | 0.17 | 0.26 | -0.14 | 0.61 | -0.49 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.03 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | 0.02 | -0.04 | -0.01 | 0.01 | 0.0 | 0.02 | 0.06 | -0.02 | -0.03 | -0.04 | 0.01 | 0.01 | 0.04 | 0.04 | 0.04 | 0.0 | 0.06 | 0.04 |
| Beta | NA | 0.75 | 0.79 | 0.74 | 0.63 | 0.79 | NA | NA | 0.84 | 0.9 | 0.73 | 0.64 | 0.53 | 0.55 | 1.0 | 0.75 | 0.74 | 0.63 | 0.89 | 0.9 | 0.79 | 0.78 | 0.95 | 0.94 | 0.94 | 1.22 | 1.18 | 1.1 | 1.08 | 0.69 | 0.53 | 0.5 | 0.68 | 0.53 | 0.54 | 0.49 | 0.83 | 0.43 | 0.53 | 0.54 | 0.53 | 0.29 | -0.23 |
| RSquared | NA | 0.7 | 0.68 | 0.66 | 0.62 | 0.72 | NA | NA | 0.62 | 0.72 | 0.58 | 0.72 | 0.6 | 0.34 | 0.9 | 0.61 | 0.64 | 0.44 | 0.75 | 0.7 | 0.71 | 0.69 | 0.7 | 0.84 | 0.67 | 0.78 | 0.8 | 0.82 | 0.66 | 0.36 | 0.32 | 0.24 | 0.39 | 0.34 | 0.23 | 0.22 | 0.44 | 0.19 | 0.4 | 0.25 | 0.39 | 0.11 | 0.04 |
| Yield(%) | N/A | 2.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 7.4 | 7.4 | 5.3 | 4.7 | 4.9 | 5.8 | 5.4 | 5.8 | 6.8 | 6.5 | 6.1 | 6.4 | 7.4 | 7.6 | 8.3 | 12.6 | 7.4 | 7.9 | 8.0 | 7.1 | 8.2 | 10.1 | 8.9 | 11.2 | 9.6 | 9.0 | 9.0 | 9.5 | 9.7 | 10.5 | 9.2 | 10.1 | 1.8 |
| Dividend Growth(%) | N/A | -66.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -2.5 | 2.0 | 23.1 | 14.7 | -6.1 | -10.4 | 0.6 | -6.6 | -10.9 | -10.3 | -0.3 | -3.7 | -5.6 | -7.6 | -2.3 | -6.9 | 6.5 | -13.1 | 1.5 | 7.5 | -12.0 | -6.4 | -1.4 | -33.4 | -3.7 | -0.3 | -8.3 | -2.4 | 0.6 | -1.9 | -1.3 | -1.1 | 464.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/1992
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See High Yield Bond Asset Class Trend Rankings |
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Best Closed End Funds
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