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SNPYX: WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS I (MUTUAL FUND)
Basic Info 11.95 0.02(0.17%) June 05
| Asset Class: | Muni New York Long |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 01/23/2001 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.60% |
| Expenses | 0.71% |
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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 | Since 01/23/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.6 | 7.8 | 3.5 | 0.3 | 1.7 | 2.7 | 2.3 | 1.9 | 3.8 | 1.9 | 6.3 | -11.5 | 2.7 | 5.1 | 6.9 | 1.2 | 3.2 | -0.4 | 3.3 | 10.0 | -5.7 | 7.7 | 10.9 | -1.3 | 10.1 | -7.2 | 0.1 | 1.2 | -2.5 | -3.0 | 1.4 | 4.4 | 1.5 |
| Sharpe Ratio | NA | 0.37 | 1.66 | 0.05 | -0.5 | 0.01 | NA | NA | 0.18 | 0.16 | -0.44 | 0.61 | -2.64 | 1.28 | 0.61 | 2.6 | -0.09 | 1.1 | -0.27 | 1.88 | 5.37 | -1.53 | 3.31 | 2.96 | -0.41 | 3.14 | -1.18 | -1.83 | -2.27 | -2.56 | -1.79 | 0.24 | 1.15 | -0.3 |
| Draw Down(%) | NA | 2.9 | 2.9 | 6.7 | 16.6 | 16.6 | NA | NA | 16.6 | 6.1 | 2.9 | 7.2 | 16.1 | 3.0 | 11.9 | 1.6 | 1.8 | 1.7 | 5.2 | 1.4 | 0.7 | 9.7 | 2.1 | 4.3 | 6.3 | 2.8 | 13.4 | 2.0 | 0.8 | 3.0 | 3.6 | 1.6 | 2.6 | 3.9 |
| Standard Deviation(%) | NA | 3.5 | 3.1 | 4.6 | 4.4 | 4.2 | NA | NA | 3.6 | 5.6 | 3.8 | 4.4 | 4.9 | 2.1 | 7.8 | 2.1 | 1.9 | 2.3 | 2.4 | 1.7 | 1.9 | 3.8 | 2.3 | 3.7 | 3.5 | 3.2 | 6.9 | 1.7 | 1.0 | 1.9 | 2.2 | 2.7 | 2.8 | 2.7 |
| Treynor Ratio | NA | 0.01 | 0.06 | 0.0 | -0.02 | 0.0 | NA | NA | 0.01 | 0.01 | -0.02 | 0.03 | -0.15 | 0.03 | 0.05 | 0.06 | 0.0 | 0.03 | -0.01 | 0.05 | 0.14 | -0.06 | 0.08 | 0.09 | -0.01 | 0.14 | -0.09 | -0.07 | -0.65 | 0.25 | 0.62 | -0.11 | 0.07 | -0.01 |
| Alpha | NA | 0.0 | 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 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.93 | 0.93 | 0.92 | 0.9 | 0.89 | NA | NA | 0.73 | 0.95 | 0.91 | 0.85 | 0.86 | 1.04 | 0.9 | 0.88 | 0.85 | 0.76 | 0.71 | 0.66 | 0.71 | 0.96 | 0.91 | 1.22 | 1.03 | 0.73 | 0.86 | 0.43 | 0.03 | -0.19 | -0.06 | -0.06 | 0.43 | 0.65 |
| RSquared | NA | 0.93 | 0.91 | 0.95 | 0.95 | 0.94 | NA | NA | 0.68 | 0.97 | 0.93 | 0.94 | 0.96 | 0.86 | 0.97 | 0.86 | 0.82 | 0.67 | 0.84 | 0.75 | 0.68 | 0.86 | 0.81 | 0.81 | 0.75 | 0.7 | 0.84 | 0.59 | 0.01 | 0.1 | 0.02 | 0.01 | 0.33 | 0.56 |
| Yield(%) | N/A | 1.2 | 3.3 | 3.2 | 2.6 | 2.9 | 3.4 | 2.8 | N/A | 3.4 | 3.2 | 3.2 | 2.4 | 2.3 | 2.8 | 3.5 | 3.7 | 3.8 | 3.7 | 3.8 | 4.1 | 3.9 | 3.9 | 4.6 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 0.4 | 3.4 |
| Dividend Growth(%) | N/A | -65.4 | -3.6 | 16.5 | -19.6 | 24.0 | N/A | N/A | N/A | 4.1 | 5.1 | 14.9 | 4.2 | -18.0 | -17.0 | -6.0 | -2.1 | -1.9 | -2.7 | -3.7 | -2.9 | 1.5 | -10.1 | 103.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 92.7 | -88.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2001
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