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LHMIX: WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I (MUTUAL FUND)
Basic Info 11.07 0.01(0.09%) July 03
| Asset Class: | Muni Massachusetts |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 06/27/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.33% |
| Expenses | 0.55% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/27/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -2.5 | -1.6 | 1.5 | -0.3 | 1.2 | 2.2 | 2.1 | 1.3 | 6.0 | -11.2 | 2.3 | 3.4 | 6.9 | 0.2 | 4.1 | -0.7 | 4.0 | 10.7 | -5.8 | 7.8 | 11.5 | -1.9 | 14.0 | -10.3 |
| Sharpe Ratio | NA | -0.99 | -0.76 | -0.36 | -0.55 | -0.05 | NA | 0.31 | -1.44 | 0.41 | -2.53 | 1.25 | 0.39 | 2.82 | -0.56 | 1.45 | -0.34 | 2.0 | 5.38 | -1.58 | 3.26 | 3.17 | -0.52 | 4.08 | -2.22 |
| Draw Down(%) | NA | 6.4 | 7.4 | 8.5 | 16.3 | 16.3 | NA | 16.3 | 3.0 | 6.7 | 16.2 | 2.3 | 11.0 | 1.5 | 2.4 | 1.4 | 6.4 | 2.0 | 1.0 | 9.7 | 2.2 | 3.6 | 6.7 | 2.6 | 15.0 |
| Standard Deviation(%) | NA | 8.1 | 6.4 | 5.0 | 4.3 | 4.2 | NA | 4.1 | 3.7 | 4.3 | 5.0 | 1.8 | 7.9 | 1.9 | 2.0 | 2.4 | 2.7 | 2.0 | 2.0 | 3.7 | 2.4 | 3.6 | 3.7 | 3.4 | 8.9 |
| Treynor Ratio | NA | -0.08 | -0.05 | -0.02 | -0.03 | 0.0 | NA | 0.01 | -0.06 | 0.02 | -0.14 | 0.03 | 0.04 | 0.07 | -0.01 | 0.04 | -0.01 | 0.05 | 0.16 | -0.07 | 0.09 | 0.1 | -0.02 | 0.19 | -0.19 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.01 | 0.02 | -0.08 |
| Beta | NA | 1.05 | 1.03 | 0.94 | 0.93 | 0.89 | NA | 0.91 | 0.9 | 0.85 | 0.92 | 0.85 | 0.87 | 0.8 | 0.79 | 0.85 | 0.79 | 0.73 | 0.69 | 0.89 | 0.87 | 1.15 | 1.05 | 0.74 | 1.04 |
| RSquared | NA | 0.97 | 0.97 | 0.94 | 0.93 | 0.94 | NA | 0.87 | 0.92 | 0.93 | 0.94 | 0.79 | 0.97 | 0.85 | 0.81 | 0.86 | 0.87 | 0.78 | 0.64 | 0.8 | 0.77 | 0.8 | 0.71 | 0.6 | 0.85 |
| Yield(%) | N/A | 0.9 | 2.3 | 2.6 | 2.2 | 2.7 | 3.2 | N/A | 2.8 | 2.8 | 2.0 | 1.9 | 2.4 | 3.1 | 3.2 | 3.4 | 3.1 | 3.5 | 4.1 | 3.8 | 4.0 | 4.6 | 2.2 | 0.0 | 1.4 |
| Dividend Growth(%) | N/A | -66.8 | -16.8 | 3.2 | -29.2 | N/A | N/A | N/A | 0.3 | 22.1 | 6.5 | -21.3 | -17.7 | -5.4 | -3.9 | 2.2 | -8.7 | -8.7 | -3.3 | -0.6 | -7.7 | 103.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/27/2008
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