Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) | 1.74% | 7.37% | 3.87% | 1.06% | 2.25% | 2.97% | 3.33% | … | … |
Data as of 06/08/2026, Common starting date is 05/26/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) | 05/26/1988 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.37 | 3.87 | 1.06 | 2.25 | 2.97 | 3.33 | … | … | 1.74 | 3.50 | 2.74 | 6.55 | -9.25 | 4.02 | 3.96 | 6.87 | 0.80 | 5.52 | 0.01 | 2.45 | 8.47 | -4.73 | 7.26 | 10.09 | 2.08 | 16.66 | -6.53 | 4.18 | 6.41 | 3.19 | 2.75 | 6.13 | 7.05 | 5.65 | 10.44 | -6.15 | 6.01 | 9.26 | 4.14 | 17.05 | -7.08 | 11.96 | 8.23 | 11.07 | 7.58 | 9.00 | 9.03 |
| Sharpe Ratio | NA | 1.73 | 0.15 | -0.38 | 0.15 | NA | NA | … | … | 0.56 | 0.13 | -0.28 | 0.75 | -2.67 | 2.21 | 0.41 | 2.71 | -0.30 | 2.16 | -0.08 | 1.46 | 5.02 | -1.38 | 3.39 | 3.42 | 0.67 | 5.00 | -1.22 | 0.47 | 1.90 | 0.58 | 0.87 | 2.09 | 2.64 | 1.39 | 2.75 | -3.54 | 1.08 | 2.20 | 0.11 | 3.31 | -1.65 | 2.66 | 0.93 | 2.40 | 0.55 | 0.94 | 2.48 |
| Standard Deviation(%) | NA | 2.61 | 4.01 | 3.74 | 4.12 | NA | NA | … | … | 2.85 | 4.90 | 3.18 | 3.86 | 4.01 | 1.81 | 8.92 | 1.99 | 1.91 | 2.26 | 2.51 | 1.66 | 1.68 | 3.44 | 2.14 | 2.94 | 2.97 | 3.31 | 6.12 | 2.19 | 1.58 | 1.60 | 2.04 | 2.59 | 2.24 | 2.35 | 2.26 | 2.69 | 2.35 | 2.52 | 4.39 | 3.95 | 6.16 | 3.67 | 6.14 | 2.97 | 3.74 | 3.25 | 4.13 |
| Draw Down(%) | NA | 2.29 | 5.68 | 13.37 | 14.33 | NA | NA | … | … | 2.29 | 5.14 | 2.29 | 5.77 | 13.05 | 2.42 | 14.33 | 1.68 | 2.03 | 1.21 | 5.59 | 1.74 | 0.77 | 8.12 | 1.98 | 3.00 | 5.20 | 2.35 | 11.35 | 1.22 | 0.64 | 0.56 | 1.57 | 0.87 | 2.12 | 3.02 | 3.12 | 7.20 | 1.99 | 1.87 | 4.33 | 2.09 | 12.53 | 3.09 | 5.02 | 1.86 | 4.10 | 2.62 | 1.95 |
| Yield(%) | 0.00 | 2.99 | 3.09 | 2.66 | 2.95 | 3.34 | 3.58 | … | … | 1.04 | 3.13 | 3.12 | 3.12 | 2.54 | 2.55 | 2.78 | 3.21 | 3.59 | 4.03 | 3.64 | 3.72 | 3.89 | 3.81 | 4.02 | 4.56 | 4.36 | 4.92 | 3.84 | 4.24 | 4.52 | 4.39 | 4.60 | 4.69 | 5.08 | 5.22 | 5.54 | 5.50 | 6.72 | 5.85 | 5.17 | 5.88 | 5.13 | 5.79 | 6.17 | 6.76 | 6.85 | 6.97 | 5.34 |
Data as of 06/08/2026, Common starting date is 05/26/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) |
-1.71%
Oct 2019 – Oct 2022 |
0.58%
Oct 2017 – Oct 2022 |
1.33%
Oct 2012 – Oct 2022 |
2.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) |
11.90%
Sep 1990 – Sep 1993 |
10.37%
Aug 1988 – Aug 1993 |
7.94%
Aug 1988 – Aug 1998 |
6.69%
Jul 1988 – Jul 2003 |
Annualized Rolling Returns Comparison Chart