Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) | 1.10% | 5.42% | 3.23% | 0.80% | 1.63% | 2.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) | 04/29/2008 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.42 | 3.23 | 0.80 | 1.63 | 2.47 | NA | … | … | 1.10 | 3.70 | 1.57 | 5.29 | -7.70 | 3.15 | 3.44 | 5.97 | 1.59 | 1.96 | -0.90 | 2.69 | 6.69 | -2.66 | 5.92 | 10.30 | -1.94 | 6.63 | -3.90 |
| Sharpe Ratio | NA | 1.41 | -0.01 | -0.58 | -0.01 | NA | NA | … | … | 0.04 | 0.22 | -0.70 | 0.53 | -2.99 | 1.94 | 0.44 | 2.46 | 0.12 | 0.59 | -0.52 | 1.63 | 3.87 | -0.89 | 2.43 | 3.90 | -0.78 | 2.55 | -1.17 |
| Standard Deviation(%) | NA | 1.97 | 3.21 | 3.00 | 3.37 | NA | NA | … | … | 2.15 | 3.74 | 2.94 | 3.11 | 3.07 | 1.61 | 7.22 | 1.83 | 1.73 | 2.21 | 2.15 | 1.63 | 1.73 | 3.04 | 2.43 | 2.63 | 2.59 | 2.56 | 5.54 |
| Draw Down(%) | NA | 1.93 | 4.49 | 11.28 | 11.28 | NA | NA | … | … | 1.93 | 4.03 | 2.17 | 5.00 | 10.88 | 1.79 | 11.01 | 1.59 | 1.48 | 2.10 | 4.73 | 1.44 | 1.05 | 6.38 | 2.01 | 2.23 | 5.34 | 2.76 | 8.66 |
| Yield(%) | 0.00 | 2.74 | 2.77 | 2.30 | 2.52 | 2.88 | 2.40 | … | … | 0.98 | 2.88 | 2.75 | 2.69 | 1.97 | 1.99 | 2.33 | 2.96 | 3.17 | 3.31 | 3.07 | 3.09 | 3.30 | 3.20 | 3.43 | 3.86 | 1.84 | 0.00 | 1.85 |
Data as of 06/05/2026, Common starting date is 04/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) |
-1.46%
Oct 2019 – Oct 2022 |
0.58%
Oct 2017 – Oct 2022 |
1.03%
Oct 2012 – Oct 2022 |
1.95%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMIIX (WESTERN ASSET INTERMEDIATE MATURITY NEW YORK MUNICIPALS FUND CLASS I) |
5.17%
Jan 2011 – Jan 2014 |
4.91%
Jan 2011 – Jan 2016 |
3.65%
Jan 2011 – Jan 2021 |
2.75%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart