Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) | 2.04% | 8.22% | 3.49% | 0.27% | 1.35% | 2.64% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) | 06/27/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 8.22 | 3.49 | 0.27 | 1.35 | 2.64 | NA | … | … | 2.04 | 3.21 | 1.51 | 5.99 | -11.17 | 2.32 | 3.37 | 6.88 | 0.22 | 4.14 | -0.70 | 4.02 | 10.70 | -5.77 | 7.84 | 11.55 | -1.87 | 13.99 | -10.33 |
| Sharpe Ratio | NA | 1.80 | 0.05 | -0.51 | -0.07 | NA | NA | … | … | 0.66 | 0.05 | -0.57 | 0.55 | -2.54 | 1.25 | 0.39 | 2.79 | -0.60 | 1.44 | -0.34 | 2.00 | 5.38 | -1.58 | 3.26 | 3.17 | -0.52 | 4.07 | -2.22 |
| Standard Deviation(%) | NA | 3.09 | 4.73 | 4.47 | 4.29 | NA | NA | … | … | 3.49 | 6.06 | 3.72 | 4.27 | 4.97 | 1.84 | 7.94 | 1.94 | 1.95 | 2.43 | 2.68 | 2.00 | 1.99 | 3.68 | 2.41 | 3.63 | 3.74 | 3.41 | 8.92 |
| Draw Down(%) | NA | 2.83 | 7.40 | 16.32 | 16.32 | NA | NA | … | … | 2.83 | 6.45 | 2.98 | 6.68 | 16.17 | 2.30 | 11.00 | 1.46 | 2.36 | 1.41 | 6.37 | 1.97 | 0.99 | 9.74 | 2.19 | 3.62 | 6.66 | 2.59 | 14.95 |
| Yield(%) | 0.00 | 2.67 | 2.75 | 2.25 | 2.52 | 3.12 | 2.59 | … | … | 0.90 | 2.84 | 2.77 | 2.84 | 2.03 | 1.91 | 2.45 | 3.08 | 3.17 | 3.35 | 3.15 | 3.47 | 4.05 | 3.80 | 3.96 | 4.58 | 2.16 | 0.00 | 1.38 |
Data as of 06/05/2026, Common starting date is 06/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) |
-3.65%
Oct 2019 – Oct 2022 |
-0.75%
Oct 2017 – Oct 2022 |
0.71%
Oct 2012 – Oct 2022 |
2.11%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) |
7.66%
Dec 2008 – Dec 2011 |
5.96%
Mar 2011 – Mar 2016 |
4.26%
Jan 2011 – Jan 2021 |
3.23%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart