Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) | -2.48% | -1.80% | 1.21% | -0.35% | 1.20% | 2.24% | NA | 2.12% |
Data as of 07/07/2025, AR inception is 06/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LHMIX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS I) | 06/27/2008 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -1.80 | 1.21 | -0.35 | 1.20 | 2.24 | NA | 2.12 | -2.48 | 1.26 | 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 | -0.76 | -0.36 | -0.55 | -0.05 | NA | NA | 0.31 | -0.99 | -1.44 | 0.41 | -2.53 | 1.25 | 0.39 | 2.82 | -0.56 | 1.45 | -0.34 | 2.00 | 5.38 | -1.58 | 3.26 | 3.17 | -0.52 | 4.08 | -2.22 |
| Standard Deviation(%) | NA | 6.42 | 5.01 | 4.33 | 4.23 | NA | NA | 4.10 | 8.05 | 3.70 | 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 | 7.40 | 8.50 | 16.32 | 16.32 | NA | NA | 16.32 | 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 | 2.32 | 2.57 | 2.23 | 2.66 | 3.15 | 2.46 | 2.89 | 0.93 | 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 07/07/2025, AR inception 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