Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMOOX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS I) | 1.53% | 7.17% | 3.56% | 0.68% | 1.66% | 2.62% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMOOX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS I) | 09/27/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 7.17 | 3.56 | 0.68 | 1.66 | 2.62 | NA | … | … | 1.53 | 4.30 | 1.70 | 4.47 | -8.78 | 2.06 | 4.42 | 6.65 | 0.52 | 3.22 | 0.29 | 3.10 | 9.38 | -4.82 | 6.84 | 10.30 | -1.06 | 12.97 | -9.56 | 1.23 |
| Sharpe Ratio | NA | 1.66 | 0.15 | -0.51 | 0.01 | NA | NA | … | … | 0.28 | 0.29 | -0.60 | 0.23 | -2.67 | 1.18 | 0.49 | 2.49 | -0.47 | 1.13 | 0.03 | 1.83 | 5.19 | -1.54 | 3.12 | 3.42 | -0.41 | 4.50 | -1.55 | 1.16 |
| Standard Deviation(%) | NA | 2.67 | 3.87 | 3.62 | 3.96 | NA | NA | … | … | 2.76 | 4.82 | 3.22 | 3.55 | 3.84 | 1.72 | 8.53 | 2.08 | 1.84 | 2.27 | 2.26 | 1.68 | 1.81 | 3.14 | 2.19 | 3.00 | 2.79 | 2.86 | 6.78 | 2.09 |
| Draw Down(%) | NA | 2.53 | 5.04 | 13.06 | 13.06 | NA | NA | … | … | 2.53 | 4.65 | 2.44 | 5.94 | 12.97 | 2.15 | 11.38 | 1.61 | 1.91 | 1.29 | 5.08 | 1.19 | 0.76 | 8.28 | 1.86 | 3.33 | 5.47 | 2.33 | 14.06 | 0.84 |
| Yield(%) | 0.00 | 2.60 | 2.61 | 2.21 | 2.51 | 3.05 | 2.66 | … | … | 0.90 | 2.75 | 2.61 | 2.48 | 2.03 | 2.04 | 2.16 | 2.80 | 3.38 | 3.41 | 3.47 | 3.70 | 4.02 | 3.87 | 3.98 | 4.48 | 2.13 | 0.00 | 3.29 | 1.23 |
Data as of 06/04/2026, Common starting date is 09/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOOX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS I) |
-2.77%
Oct 2020 – Oct 2023 |
-0.17%
Jul 2020 – Jul 2025 |
1.09%
Oct 2012 – Oct 2022 |
1.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMOOX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS I) |
7.23%
Dec 2008 – Dec 2011 |
5.24%
Jan 2011 – Jan 2016 |
4.05%
Jan 2011 – Jan 2021 |
3.16%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart