Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LNJIX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS I) | 1.92% | 7.60% | 4.10% | 1.34% | 2.39% | 3.11% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/30/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LNJIX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS I) | 10/30/2007 | 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 (%) | 0.34 | 7.60 | 4.10 | 1.34 | 2.39 | 3.11 | NA | … | … | 1.92 | 3.74 | 2.95 | 6.77 | -9.05 | 4.24 | 4.19 | 7.00 | 1.05 | 4.73 | 0.17 | 2.64 | 8.64 | -4.57 | 7.38 | 10.14 | 0.03 | 11.47 | -7.06 | 0.92 |
| Sharpe Ratio | NA | 1.78 | 0.30 | -0.32 | 0.19 | NA | NA | … | … | 0.62 | 0.17 | -0.21 | 0.81 | -2.61 | 2.35 | 0.44 | 2.76 | -0.18 | 1.71 | -0.02 | 1.49 | 4.94 | -1.35 | 3.38 | 3.36 | -0.02 | 3.74 | -1.31 | 1.53 |
| Standard Deviation(%) | NA | 2.68 | 4.06 | 3.76 | 4.14 | NA | NA | … | … | 2.92 | 4.92 | 3.23 | 3.87 | 4.03 | 1.79 | 8.93 | 2.00 | 1.93 | 2.39 | 2.52 | 1.75 | 1.74 | 3.41 | 2.18 | 3.01 | 2.80 | 3.04 | 6.09 | 2.20 |
| Draw Down(%) | NA | 2.29 | 5.63 | 13.14 | 14.32 | NA | NA | … | … | 2.29 | 5.12 | 2.29 | 5.66 | 12.90 | 2.42 | 14.32 | 1.64 | 2.01 | 1.22 | 5.54 | 1.70 | 0.76 | 8.13 | 1.90 | 3.07 | 5.18 | 2.71 | 12.00 | 0.56 |
| Yield(%) | 0.00 | 3.21 | 3.30 | 2.86 | 3.15 | 3.53 | 3.05 | … | … | 1.13 | 3.36 | 3.32 | 3.33 | 2.73 | 2.76 | 3.00 | 3.43 | 3.82 | 4.20 | 3.80 | 3.89 | 4.05 | 3.96 | 4.14 | 4.70 | 2.22 | 0.00 | 3.32 | 1.00 |
Data as of 06/04/2026, Common starting date is 10/30/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNJIX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS I) |
-1.49%
Oct 2019 – Oct 2022 |
0.79%
Oct 2017 – Oct 2022 |
1.41%
Oct 2012 – Oct 2022 |
2.56%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LNJIX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS I) |
7.09%
Dec 2008 – Dec 2011 |
5.13%
Mar 2011 – Mar 2016 |
4.32%
Jan 2011 – Jan 2021 |
3.51%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart