Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHDQX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS A2) | NA | 0.35% | 1.90% | 1.59% | NA | NA | NA | … | … |
Data as of 12/29/2021, Common starting date is 03/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHDQX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS A2) | 03/03/2015 | 12/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.35 | 1.90 | 1.59 | NA | NA | NA | … | … | 0.25 | 2.26 | 2.42 | 0.26 | 1.11 | -0.12 | 0.12 |
| Sharpe Ratio | NA | 0.40 | 0.60 | 0.46 | NA | NA | NA | … | … | 0.28 | 0.53 | 0.99 | -1.22 | 0.51 | -0.33 | 0.09 |
| Standard Deviation(%) | NA | 0.81 | 2.32 | 1.89 | NA | NA | NA | … | … | 0.81 | 3.78 | 1.03 | 0.88 | 0.94 | 0.99 | 1.15 |
| Draw Down(%) | NA | 0.77 | 6.18 | 6.18 | NA | NA | NA | … | … | 0.77 | 6.18 | 0.78 | 0.79 | 0.63 | 1.48 | 0.39 |
| Yield(%) | 0.00 | 0.50 | 1.14 | 1.11 | 0.71 | 0.47 | 0.36 | … | … | 0.40 | 1.36 | 1.50 | 1.25 | 0.91 | 0.86 | 0.89 |
Data as of 12/29/2021, Common starting date is 03/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDQX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS A2) |
0.35%
Apr 2015 – Apr 2018 |
0.64%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDQX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS A2) |
2.24%
Jan 2018 – Jan 2021 |
1.55%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart