Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHDAX (Legg Mason Western Asset Short Duration Muncipa) | 0.21% | 3.15% | 3.19% | 1.37% | 1.47% | 1.39% | 1.92% | … | … |
Data as of 06/03/2026, Common starting date is 03/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHDAX (Legg Mason Western Asset Short Duration Muncipa) | 03/28/2003 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.15 | 3.19 | 1.37 | 1.47 | 1.39 | 1.92 | … | … | 0.21 | 2.64 | 2.07 | 3.67 | -3.30 | 0.19 | 2.60 | 3.25 | 1.00 | 1.41 | 0.05 | 0.33 | 1.48 | 0.49 | 1.49 | 3.52 | 1.33 | 6.00 | 2.32 | 4.30 | 3.55 | 1.15 | 0.23 | 0.02 |
| Sharpe Ratio | NA | 0.62 | 0.06 | -0.65 | -0.09 | NA | NA | … | … | -1.39 | -0.11 | -2.75 | -0.31 | -2.31 | 0.20 | 0.63 | 1.63 | -0.41 | 0.77 | -0.16 | 0.32 | 1.76 | 0.41 | 1.83 | 2.80 | 0.92 | 3.72 | 0.65 | 0.88 | 0.20 | -0.65 | -0.38 | -0.38 |
| Standard Deviation(%) | NA | 1.47 | 1.82 | 1.79 | 1.85 | NA | NA | … | … | 1.43 | 2.01 | 1.64 | 1.90 | 2.04 | 0.87 | 3.75 | 1.13 | 0.75 | 1.01 | 0.97 | 0.95 | 0.83 | 1.09 | 0.79 | 1.24 | 1.36 | 1.59 | 2.13 | 1.50 | 1.46 | 1.58 | 1.87 | 1.68 |
| Draw Down(%) | NA | 1.37 | 1.59 | 5.64 | 6.18 | NA | NA | … | … | 1.37 | 1.59 | 0.99 | 1.63 | 5.28 | 0.62 | 6.18 | 0.83 | 0.35 | 0.59 | 1.42 | 0.70 | 0.39 | 1.06 | 0.38 | 0.62 | 1.14 | 0.80 | 2.55 | 0.53 | 0.41 | 0.69 | 2.09 | 1.58 |
| Yield(%) | 0.00 | 2.38 | 2.32 | 1.81 | 1.58 | 1.49 | 1.80 | … | … | 0.85 | 2.54 | 2.24 | 1.99 | 1.17 | 0.96 | 1.40 | 1.65 | 1.39 | 1.20 | 1.04 | 1.11 | 1.28 | 1.25 | 1.49 | 1.92 | 1.53 | 2.29 | 2.71 | 3.20 | 2.90 | 2.35 | 1.62 | 0.02 |
Data as of 06/03/2026, Common starting date is 03/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDAX (Legg Mason Western Asset Short Duration Muncipa) |
-0.75%
Oct 2019 – Oct 2022 |
0.30%
Oct 2017 – Oct 2022 |
0.52%
Oct 2012 – Oct 2022 |
1.28%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDAX (Legg Mason Western Asset Short Duration Muncipa) |
4.30%
Feb 2007 – Feb 2010 |
3.87%
Aug 2005 – Aug 2010 |
2.66%
Jun 2004 – Jun 2014 |
2.20%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison Chart