Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHICX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS C1) | 2.84% | 7.70% | 8.28% | 5.68% | 3.63% | 4.90% | 4.81% | 5.13% |
Data as of 07/03/2025, AR inception is 09/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHICX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS C1) | 09/29/1994 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.70 | 8.28 | 5.68 | 3.63 | 4.90 | 4.81 | 5.13 | 2.84 | 7.35 | 10.18 | -6.97 | 6.05 | 3.52 | 10.23 | -1.24 | 5.57 | 11.09 | -8.57 | -1.35 | 8.20 | 16.81 | 1.60 | 14.90 | 56.48 | -31.95 | -0.11 | 11.20 | 2.09 | 9.75 | 26.73 | -3.90 | -5.23 | -9.39 | 2.38 | -0.17 | 12.52 | 12.52 | 17.57 | 0.19 |
| Sharpe Ratio | NA | 0.95 | 0.96 | 0.86 | 0.39 | NA | NA | 0.64 | 0.10 | 0.25 | 1.42 | -1.65 | 2.47 | 0.29 | 2.87 | -0.76 | 1.87 | 2.08 | -1.99 | -0.44 | 2.84 | 4.90 | 0.29 | 2.95 | 6.67 | -2.76 | -0.63 | 2.44 | -0.02 | 3.03 | 7.69 | -0.95 | -1.18 | -3.28 | -0.35 | -0.92 | 3.52 | 2.99 | 3.57 | -1.00 |
| Standard Deviation(%) | NA | 3.77 | 4.11 | 3.92 | 5.13 | NA | NA | 5.06 | 4.50 | 3.02 | 4.21 | 5.09 | 2.44 | 11.13 | 3.08 | 3.37 | 2.65 | 5.23 | 4.32 | 3.15 | 2.88 | 3.45 | 5.44 | 5.03 | 8.46 | 11.85 | 4.91 | 3.26 | 3.24 | 2.91 | 3.39 | 5.27 | 6.52 | 4.11 | 2.39 | 3.80 | 2.54 | 2.99 | 3.84 | 2.91 |
| Draw Down(%) | NA | 3.72 | 4.88 | 10.38 | 22.30 | NA | NA | 40.54 | 3.72 | 1.24 | 3.20 | 10.38 | 1.31 | 22.30 | 1.51 | 6.04 | 1.47 | 7.79 | 12.49 | 7.31 | 3.96 | 2.71 | 10.53 | 5.84 | 10.56 | 38.23 | 7.73 | 2.89 | 5.66 | 4.43 | 3.93 | 14.27 | 17.24 | 13.39 | 3.74 | 10.85 | 3.34 | 2.47 | 1.17 | 2.28 |
| Yield(%) | 0.00 | 6.23 | 6.71 | 5.68 | 4.77 | 5.63 | 5.28 | 5.11 | 2.78 | 6.84 | 7.00 | 4.89 | 4.23 | 4.63 | 5.33 | 4.99 | 4.92 | 6.37 | 6.07 | 5.66 | 5.92 | 6.93 | 7.09 | 7.83 | 12.07 | 7.12 | 7.45 | 7.61 | 6.74 | 7.82 | 10.33 | 9.32 | 10.80 | 9.13 | 8.55 | 8.55 | 9.04 | 9.21 | 10.01 | 3.26 |
Data as of 07/03/2025, AR inception is 09/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHICX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS C1) |
-9.66%
Nov 2005 - Nov 2008 |
-4.56%
Oct 1997 - Oct 2002 |
-1.30%
Nov 1998 - Nov 2008 |
3.74%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHICX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS C1) |
24.49%
Feb 2009 - Feb 2012 |
18.83%
Nov 2008 - Nov 2013 |
9.85%
Nov 2008 - Nov 2018 |
7.62%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart