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STXAX: WESTERN ASSET MUNICIPAL HIGH INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 12.89 0.02(0.15%) June 05
| Asset Class: | High Yield Muni |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 11/19/1992 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.94% |
| Expenses | 0.56% |
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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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 1.9 | 7.5 | 4.4 | 1.1 | 2.5 | 3.8 | 3.7 | 4.3 | 3.2 | 3.4 | 8.0 | -10.7 | 3.9 | 3.8 | 7.8 | 1.1 | 6.9 | 1.3 | 2.6 | 12.3 | -6.2 | 13.0 | 11.3 | 2.8 | 29.0 | -19.5 | 1.6 | 9.7 | 7.4 | 3.8 | 5.0 | 3.4 | 4.0 | 6.1 | -4.8 | 5.4 | 9.7 | 4.4 | 16.2 | -6.0 | 11.8 | 0.7 |
| Sharpe Ratio | NA | 0.54 | 1.45 | 0.23 | -0.31 | 0.18 | NA | NA | 0.64 | 0.06 | -0.06 | 0.9 | -2.49 | 2.09 | 0.38 | 3.16 | -0.18 | 2.79 | 0.25 | 1.43 | 6.25 | -1.68 | 5.99 | 3.55 | 0.73 | 7.09 | -2.87 | -0.62 | 3.22 | 2.17 | 1.16 | 2.27 | 1.04 | 0.73 | 1.03 | -4.29 | 0.89 | 2.54 | 0.17 | 2.71 | -1.41 | 2.26 | 2.07 |
| Draw Down(%) | NA | 3.1 | 3.1 | 6.9 | 16.0 | 16.0 | NA | NA | 22.6 | 6.4 | 2.7 | 6.9 | 15.6 | 2.3 | 15.1 | 1.5 | 1.6 | 1.2 | 7.1 | 1.6 | 1.0 | 10.6 | 1.6 | 3.6 | 6.6 | 2.9 | 22.1 | 2.7 | 0.5 | 1.0 | 1.9 | 1.6 | 2.7 | 2.6 | 2.5 | 6.0 | 1.7 | 1.7 | 4.1 | 1.9 | 10.7 | 2.6 | 0.4 |
| Standard Deviation(%) | NA | 3.7 | 3.4 | 5.0 | 4.7 | 4.8 | NA | NA | 3.9 | 6.2 | 3.9 | 4.9 | 4.9 | 1.8 | 9.2 | 2.0 | 1.9 | 2.2 | 4.6 | 1.8 | 2.0 | 3.7 | 2.2 | 3.2 | 3.8 | 4.1 | 7.1 | 2.5 | 2.0 | 2.4 | 2.4 | 1.9 | 2.1 | 2.1 | 1.9 | 1.9 | 2.1 | 2.4 | 4.6 | 4.5 | 6.4 | 4.2 | 1.8 |
| Treynor Ratio | NA | 0.02 | 0.05 | 0.01 | -0.02 | 0.01 | NA | NA | 0.03 | 0.0 | 0.0 | 0.05 | -0.14 | 0.04 | 0.03 | 0.08 | 0.0 | 0.08 | 0.02 | 0.04 | 0.18 | -0.07 | 0.17 | 0.11 | 0.03 | 0.34 | -0.22 | -0.02 | 0.11 | -0.36 | -0.16 | 0.46 | 0.06 | 0.03 | 0.04 | -0.19 | 0.03 | 0.11 | 0.01 | 0.22 | -0.13 | 0.2 | 0.37 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | 0.0 | 0.04 | -0.05 | 0.0 | 0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.01 |
| Beta | NA | 0.97 | 0.98 | 1.0 | 0.95 | 0.96 | NA | NA | 0.77 | 1.05 | 0.93 | 0.95 | 0.86 | 0.92 | 1.03 | 0.83 | 0.77 | 0.75 | 0.72 | 0.61 | 0.67 | 0.92 | 0.77 | 0.98 | 0.95 | 0.85 | 0.92 | 0.72 | 0.56 | -0.14 | -0.17 | 0.09 | 0.37 | 0.45 | 0.43 | 0.44 | 0.55 | 0.56 | 0.68 | 0.55 | 0.7 | 0.49 | 0.1 |
| RSquared | NA | 0.91 | 0.9 | 0.95 | 0.95 | 0.87 | NA | NA | 0.61 | 0.97 | 0.94 | 0.95 | 0.95 | 0.82 | 0.96 | 0.82 | 0.78 | 0.67 | 0.22 | 0.58 | 0.47 | 0.83 | 0.67 | 0.75 | 0.69 | 0.62 | 0.76 | 0.62 | 0.41 | 0.02 | 0.06 | 0.02 | 0.31 | 0.32 | 0.39 | 0.41 | 0.55 | 0.54 | 0.5 | 0.33 | 0.51 | 0.18 | 0.02 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 3.8 | 4.0 | 3.1 | 3.0 | 3.3 | 4.2 | 4.2 | 4.4 | 4.0 | 4.3 | 4.7 | 4.1 | 4.7 | 5.4 | 5.0 | 6.6 | 5.0 | 4.8 | 5.5 | 5.7 | 6.5 | 6.2 | 5.9 | 6.4 | 6.2 | 5.5 | 7.7 | 7.2 | 5.5 | 6.4 | 5.8 | 6.4 | 0.9 |
| Dividend Growth(%) | N/A | -67.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | -2.6 | 12.0 | 4.4 | -9.8 | -18.7 | -1.0 | -3.6 | 7.2 | -8.9 | -1.7 | 2.6 | -5.1 | -7.9 | 4.8 | -7.6 | 0.4 | 1.5 | -9.4 | -1.7 | -15.3 | 4.2 | 1.7 | -9.8 | 3.1 | 0.6 | -30.2 | 10.7 | 27.5 | -5.4 | -2.2 | -6.0 | 622.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/1992
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See High Yield Muni Asset Class Trend Rankings |
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Best ETFs
- HYD (VanEck High Yield Muni ETF) (27%)
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Best Closed End Funds
- BTA (BlackRock Long-Term Municipal Advantage Trust) (100%)
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- CMU (MFS High Yield Municipal Closed Fund) (97%)
- MFM (MFS Municipal Income Trust) (96%)
- OIA (Invesco Municipal Income Opportunities Closed Fund Class Common) (95%)
- NMZ (Nuveen Municipal High IOF) (94%)
- MAV (Pioneer Municipal High Income Advantage Trust) (94%)
- MHI (Pioneer Municipal High Income Trust) (93%)
- PMM (Putnam Managed Municipal Income Closed Fund) (92%)
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