Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHORX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS A) | 1.48% | 6.87% | 3.32% | 0.50% | 1.59% | 2.52% | 2.85% | … | … |
Data as of 06/05/2026, Common starting date is 05/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHORX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS A) | 05/23/1994 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 6.87 | 3.32 | 0.50 | 1.59 | 2.52 | 2.85 | … | … | 1.48 | 4.09 | 1.49 | 4.25 | -8.94 | 1.82 | 4.37 | 6.50 | 0.26 | 4.10 | 0.15 | 2.92 | 9.22 | -4.87 | 6.71 | 10.03 | 0.99 | 18.21 | -8.90 | 3.19 | 6.41 | 3.49 | 3.27 | 6.01 | 7.70 | 5.05 | 11.03 | -4.17 | 5.81 | 10.20 | 2.37 | 18.49 | 2.84 |
| Sharpe Ratio | NA | 1.62 | 0.02 | -0.56 | -0.02 | NA | NA | … | … | 0.36 | 0.25 | -0.67 | 0.17 | -2.66 | 1.04 | 0.48 | 2.42 | -0.61 | 1.56 | -0.03 | 1.83 | 5.04 | -1.57 | 3.18 | 3.33 | 0.31 | 5.67 | -1.44 | 0.02 | 1.89 | 0.95 | 1.44 | 2.71 | 2.48 | 1.02 | 2.63 | -2.71 | 0.88 | 1.90 | -0.22 | 1.65 | 0.16 |
| Standard Deviation(%) | NA | 2.61 | 3.86 | 3.63 | 3.97 | NA | NA | … | … | 2.72 | 4.85 | 3.19 | 3.53 | 3.91 | 1.71 | 8.55 | 2.08 | 1.86 | 2.22 | 2.22 | 1.58 | 1.83 | 3.12 | 2.11 | 3.00 | 2.95 | 3.19 | 6.81 | 2.25 | 1.59 | 1.30 | 1.59 | 1.96 | 2.64 | 2.58 | 2.59 | 2.79 | 2.67 | 3.41 | 5.73 | 8.82 | 7.66 |
| Draw Down(%) | NA | 2.54 | 5.21 | 13.15 | 13.15 | NA | NA | … | … | 2.54 | 4.65 | 2.46 | 6.04 | 13.07 | 2.15 | 11.47 | 1.72 | 2.05 | 1.32 | 5.04 | 1.21 | 0.76 | 8.33 | 1.77 | 3.23 | 5.51 | 2.14 | 13.46 | 1.60 | 0.75 | 0.38 | 1.79 | 1.70 | 3.43 | 3.28 | 3.48 | 6.35 | 2.13 | 2.29 | 5.40 | 3.72 | 3.28 |
| Yield(%) | 0.00 | 2.42 | 2.41 | 2.04 | 2.35 | 2.89 | 3.16 | … | … | 0.85 | 2.54 | 2.40 | 2.27 | 1.88 | 1.89 | 2.02 | 2.64 | 3.22 | 3.25 | 3.33 | 3.52 | 3.86 | 3.72 | 3.85 | 4.32 | 4.20 | 4.88 | 3.96 | 4.14 | 4.40 | 4.35 | 4.65 | 4.83 | 5.16 | 5.13 | 5.41 | 4.67 | 5.47 | 5.10 | 5.05 | 5.68 | 3.20 |
Data as of 06/05/2026, Common starting date is 05/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHORX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS A) |
-2.90%
Oct 2020 – Oct 2023 |
-0.33%
Jul 2020 – Jul 2025 |
1.03%
Oct 2012 – Oct 2022 |
2.15%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHORX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS A) |
10.66%
Nov 1994 – Nov 1997 |
7.50%
Jun 1994 – Jun 1999 |
6.66%
Nov 1994 – Nov 2004 |
5.88%
Sep 1994 – Sep 2009 |
Annualized Rolling Returns Comparison Chart