Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHIAX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS A) | 3.32% | 7.84% | 8.05% | 5.88% | 4.25% | 5.13% | 5.16% | 5.63% |
Data as of 07/25/2025, AR inception is 11/19/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIAX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS A) | 11/19/1992 | 07/25/2025 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 7.84 | 8.05 | 5.88 | 4.25 | 5.13 | 5.16 | 5.63 | 3.32 | 8.56 | 10.42 | -6.42 | 6.16 | 4.06 | 10.73 | -0.89 | 5.44 | 11.60 | -8.23 | -0.99 | 8.73 | 17.20 | 2.28 | 15.45 | 57.11 | -31.72 | 0.32 | 11.68 | 2.61 | 10.02 | 26.51 | -4.53 | -4.72 | -9.08 | 2.86 | 0.25 | 13.01 | 12.94 | 18.08 | -4.54 | 19.67 | 1.45 |
| Sharpe Ratio | NA | 1.26 | 1.17 | 0.97 | 0.54 | NA | NA | 0.76 | 0.74 | 1.57 | 1.62 | -1.54 | 2.78 | 0.34 | 2.84 | -0.67 | 1.75 | 2.21 | -1.94 | -0.31 | 2.89 | 4.84 | 0.41 | 3.03 | 6.66 | -2.76 | -0.58 | 2.40 | 0.10 | 3.06 | 7.54 | -1.12 | -1.11 | -3.21 | -0.21 | -0.84 | 3.72 | 3.97 | 6.14 | -2.78 | 9.37 | 7.03 |
| Standard Deviation(%) | NA | 3.70 | 4.01 | 3.88 | 5.14 | NA | NA | 4.92 | 4.01 | 3.15 | 4.22 | 5.13 | 2.21 | 11.26 | 3.26 | 3.39 | 2.74 | 5.14 | 4.26 | 3.23 | 3.01 | 3.57 | 5.45 | 5.08 | 8.56 | 11.82 | 4.93 | 3.45 | 3.42 | 2.96 | 3.42 | 5.08 | 6.56 | 4.15 | 2.38 | 3.84 | 2.50 | 2.32 | 2.30 | 2.74 | 1.86 | 1.62 |
| Draw Down(%) | NA | 3.70 | 4.88 | 10.07 | 22.41 | NA | NA | 40.07 | 3.70 | 1.26 | 3.20 | 10.07 | 1.32 | 22.41 | 1.52 | 6.02 | 1.47 | 7.80 | 12.20 | 7.20 | 3.79 | 2.69 | 10.13 | 5.87 | 10.58 | 37.98 | 7.73 | 2.87 | 5.63 | 4.34 | 3.91 | 14.47 | 17.15 | 13.10 | 3.62 | 10.77 | 3.20 | 1.84 | 0.81 | 8.29 | 0.51 | 0.18 |
| Yield(%) | 0.00 | 6.70 | 7.04 | 6.06 | 5.30 | 5.92 | 5.58 | 5.44 | 3.00 | 7.40 | 7.41 | 5.32 | 4.70 | 4.94 | 5.78 | 5.38 | 5.80 | 6.82 | 6.51 | 6.07 | 6.41 | 7.42 | 7.60 | 8.29 | 12.60 | 7.45 | 7.90 | 8.03 | 7.12 | 8.21 | 10.12 | 8.87 | 11.24 | 9.59 | 9.01 | 8.97 | 9.48 | 9.65 | 10.54 | 9.21 | 10.12 | 1.79 |
Data as of 07/25/2025, AR inception is 11/19/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIAX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS A) |
-9.29%
Nov 2005 - Nov 2008 |
-4.26%
Oct 1997 - Oct 2002 |
-1.06%
Nov 1998 - Nov 2008 |
1.83%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIAX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS A) |
25.08%
Feb 2009 - Feb 2012 |
19.39%
Nov 2008 - Nov 2013 |
10.27%
Nov 2008 - Nov 2018 |
8.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart