Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBNYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS A) | 1.53% | 7.74% | 3.29% | 0.11% | 1.62% | 2.58% | 3.09% | … | … |
Data as of 06/08/2026, Common starting date is 03/18/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBNYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS A) | 03/18/1987 | 06/08/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.74 | 3.29 | 0.11 | 1.62 | 2.58 | 3.09 | … | … | 1.53 | 3.56 | 1.74 | 6.10 | -11.65 | 2.53 | 4.95 | 6.73 | 1.04 | 4.08 | -0.55 | 3.21 | 9.82 | -5.86 | 7.57 | 10.73 | 0.57 | 14.93 | -3.32 | 4.49 | 5.81 | 1.70 | 1.45 | 5.31 | 9.01 | 3.76 | 12.65 | -4.36 | 5.89 | 10.35 | 4.19 | 18.26 | -5.95 | 12.92 | 9.91 | 14.38 | 5.30 | 9.84 | 14.01 | -6.41 |
| Sharpe Ratio | NA | 1.60 | 0.00 | -0.54 | -0.01 | NA | NA | … | … | 0.32 | 0.12 | -0.49 | 0.57 | -2.65 | 1.22 | 0.60 | 2.54 | -0.18 | 1.50 | -0.32 | 1.85 | 5.35 | -1.57 | 3.22 | 2.91 | 0.13 | 4.38 | -0.61 | 0.66 | 1.52 | -0.38 | 0.25 | 1.79 | 3.15 | 0.50 | 3.53 | -3.11 | 0.86 | 2.13 | 0.11 | 3.06 | -1.56 | 2.34 | 0.38 | 0.48 | -0.01 | 0.97 | 1.43 | -0.58 |
| Standard Deviation(%) | NA | 3.07 | 4.57 | 4.38 | 4.21 | NA | NA | … | … | 3.46 | 5.57 | 3.81 | 4.36 | 4.96 | 2.05 | 7.82 | 2.07 | 1.89 | 2.29 | 2.37 | 1.72 | 1.83 | 3.77 | 2.35 | 3.68 | 3.57 | 3.38 | 7.01 | 2.05 | 1.58 | 1.48 | 1.90 | 2.57 | 2.50 | 2.67 | 2.39 | 2.49 | 2.82 | 3.11 | 4.72 | 4.66 | 5.77 | 4.57 | 19.39 | 21.54 | 14.21 | 4.01 | 6.35 | 21.07 |
| Draw Down(%) | NA | 2.89 | 6.76 | 16.87 | 16.87 | NA | NA | … | … | 2.89 | 6.09 | 2.88 | 7.31 | 16.28 | 2.99 | 11.86 | 1.64 | 1.89 | 1.67 | 5.20 | 1.42 | 0.74 | 9.74 | 2.05 | 4.29 | 6.29 | 2.47 | 10.62 | 1.14 | 0.76 | 0.88 | 1.74 | 0.87 | 2.05 | 3.56 | 3.39 | 6.34 | 2.31 | 2.27 | 4.62 | 2.97 | 11.04 | 2.50 | 7.01 | 5.54 | 7.54 | 2.51 | 2.98 | 17.96 |
| Yield(%) | 0.00 | 3.10 | 3.04 | 2.47 | 2.78 | 3.22 | 3.51 | … | … | 1.10 | 3.20 | 3.04 | 2.98 | 2.23 | 2.14 | 2.72 | 3.38 | 3.51 | 3.64 | 3.55 | 3.66 | 3.99 | 3.73 | 3.80 | 4.49 | 4.13 | 4.63 | 3.97 | 4.31 | 4.48 | 4.19 | 4.36 | 4.49 | 4.88 | 4.90 | 5.39 | 4.93 | 7.00 | 5.85 | 5.39 | 6.13 | 5.70 | 6.17 | 6.56 | 7.12 | 7.18 | 7.40 | 7.56 | 6.04 |
Data as of 06/08/2026, Common starting date is 03/18/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS A) |
-3.10%
Oct 2019 – Oct 2022 |
-0.36%
Jul 2020 – Jul 2025 |
0.81%
Oct 2012 – Oct 2022 |
2.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBNYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS A) |
13.39%
Sep 1990 – Sep 1993 |
12.52%
Oct 1987 – Oct 1992 |
10.25%
Oct 1987 – Oct 1997 |
8.65%
Oct 1987 – Oct 2002 |
Annualized Rolling Returns Comparison Chart
