Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMNBX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS B) | NA | 2.04% | 4.57% | 2.66% | 3.69% | 3.81% | 4.08% | … | … |
Data as of 12/30/2016, Common starting date is 11/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMNBX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS B) | 11/21/1994 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.00 | 2.04 | 4.57 | 2.66 | 3.69 | 3.81 | 4.08 | … | … | 1.78 | 2.63 | 9.16 | -6.45 | 6.91 | 10.06 | 0.19 | 14.31 | -3.80 | 3.83 | 5.27 | 1.14 | 0.99 | 4.64 | 8.54 | 3.21 | 12.02 | -4.81 | 5.31 | 9.87 | 3.59 | 17.73 | 2.62 |
| Sharpe Ratio | NA | 1.78 | 3.00 | 1.14 | 0.95 | NA | NA | … | … | 1.56 | 1.65 | 5.22 | -1.76 | 3.09 | 2.75 | 0.03 | 4.23 | -0.68 | 0.41 | 1.33 | -0.67 | 0.02 | 1.55 | 2.91 | 0.34 | 3.36 | -3.24 | 0.73 | -14.58 | 0.02 | 1.80 | 2.19 |
| Standard Deviation(%) | NA | 1.04 | 1.50 | 2.27 | 3.41 | NA | NA | … | … | 1.01 | 1.58 | 1.75 | 3.68 | 2.24 | 3.65 | 3.49 | 3.36 | 6.97 | 1.98 | 1.48 | 1.54 | 1.92 | 2.55 | 2.56 | 2.66 | 2.37 | 2.48 | 2.74 | 3.10 | 4.70 | 7.70 | 10.69 |
| Draw Down(%) | NA | 0.86 | 1.54 | 10.19 | 10.74 | NA | NA | … | … | 0.86 | 1.54 | 0.84 | 9.89 | 2.12 | 4.36 | 6.37 | 2.52 | 10.74 | 1.14 | 0.76 | 1.01 | 1.83 | 0.94 | 2.10 | 3.61 | 3.36 | 6.63 | 2.29 | 2.34 | 4.64 | 4.21 | 1.60 |
| Yield(%) | 0.00 | 1.22 | 2.64 | 2.77 | 3.28 | 3.53 | 3.88 | … | … | 0.97 | 3.09 | 3.34 | 3.13 | 3.16 | 4.07 | 3.59 | 4.02 | 3.41 | 3.74 | 3.94 | 3.65 | 3.84 | 4.00 | 4.36 | 4.36 | 4.82 | 4.41 | 6.45 | 5.41 | 4.91 | 5.63 | 1.00 |
Data as of 12/30/2016, Common starting date is 11/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNBX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS B) |
0.83%
Nov 2012 – Nov 2015 |
1.38%
Nov 2003 – Nov 2008 |
2.92%
Nov 1998 – Nov 2008 |
3.55%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMNBX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS B) |
10.25%
Dec 1994 – Dec 1997 |
6.15%
Aug 1996 – Aug 2001 |
5.94%
Dec 1994 – Dec 2004 |
5.29%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart