Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHDLX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS C) | 0.37% | 3.07% | 2.89% | 1.01% | 1.14% | 1.05% | 1.58% | … | … |
Data as of 06/04/2026, Common starting date is 04/23/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHDLX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS C) | 04/23/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.07 | 2.89 | 1.01 | 1.14 | 1.05 | 1.58 | … | … | 0.37 | 2.33 | 1.82 | 3.29 | -3.63 | -0.15 | 2.25 | 2.90 | 0.64 | 1.09 | -0.28 | -0.08 | 1.15 | 0.15 | 1.14 | 3.12 | 1.04 | 5.60 | 2.06 | 3.88 | 3.24 | 0.80 | 0.10 | -0.40 |
| Sharpe Ratio | NA | 0.29 | -0.14 | -0.83 | -0.28 | NA | NA | … | … | -1.40 | -0.28 | -2.73 | -0.45 | -2.56 | -0.21 | 0.53 | 1.37 | -0.89 | 0.42 | -0.51 | -0.14 | 1.21 | 0.12 | 1.72 | 2.61 | 0.72 | 3.44 | 0.52 | 0.60 | -0.02 | -0.96 | -0.50 | -0.73 |
| Standard Deviation(%) | NA | 1.34 | 1.85 | 1.82 | 1.87 | NA | NA | … | … | 1.48 | 1.90 | 1.75 | 2.15 | 1.96 | 0.84 | 3.76 | 1.09 | 0.75 | 1.09 | 0.95 | 0.76 | 0.94 | 1.03 | 0.64 | 1.18 | 1.32 | 1.60 | 2.15 | 1.50 | 1.41 | 1.43 | 1.67 | 1.66 |
| Draw Down(%) | NA | 1.56 | 1.79 | 6.03 | 6.18 | NA | NA | … | … | 1.56 | 1.79 | 1.03 | 1.81 | 5.51 | 0.67 | 6.18 | 0.86 | 0.41 | 0.63 | 1.52 | 0.79 | 0.44 | 1.08 | 0.38 | 0.65 | 1.41 | 0.84 | 2.57 | 0.57 | 0.41 | 0.65 | 2.15 | 1.58 |
| Yield(%) | 0.00 | 2.06 | 1.95 | 1.46 | 1.23 | 1.14 | 1.44 | … | … | 0.77 | 2.18 | 1.80 | 1.62 | 0.83 | 0.62 | 1.07 | 1.30 | 1.03 | 0.89 | 0.70 | 0.70 | 0.95 | 0.93 | 1.14 | 1.53 | 1.23 | 1.91 | 2.44 | 2.80 | 2.59 | 2.01 | 1.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/23/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDLX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS C) |
-1.08%
Oct 2019 – Oct 2022 |
-0.05%
Oct 2017 – Oct 2022 |
0.18%
Oct 2012 – Oct 2022 |
0.94%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHDLX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS C) |
3.95%
Feb 2007 – Feb 2010 |
3.53%
Aug 2005 – Aug 2010 |
2.31%
Jun 2004 – Jun 2014 |
1.85%
Aug 2005 – Aug 2020 |
Annualized Rolling Returns Comparison Chart