Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHIYX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS I) | 1.45% | 6.96% | 8.37% | 4.81% | 5.66% | 4.81% | 5.50% | … | … |
Data as of 06/04/2026, Common starting date is 02/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHIYX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS I) | 02/15/1996 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.96 | 8.37 | 4.81 | 5.66 | 4.81 | 5.50 | … | … | 1.45 | 7.87 | 8.82 | 10.76 | -6.13 | 6.45 | 4.34 | 11.01 | -0.55 | 5.52 | 12.10 | -7.98 | -0.79 | 9.14 | 17.44 | 2.49 | 15.27 | 57.57 | -31.52 | 0.49 | 11.93 | 2.95 | 10.50 | 27.53 | -3.40 | -4.37 | -8.61 | 3.20 | 0.44 | 13.25 | 9.17 |
| Sharpe Ratio | NA | 1.61 | 1.55 | 0.59 | 0.83 | NA | NA | … | … | 0.32 | 1.36 | 1.58 | 1.66 | -1.50 | 2.92 | 0.36 | 2.92 | -0.56 | 1.73 | 2.29 | -1.93 | -0.25 | 3.06 | 4.80 | 0.44 | 3.02 | 6.74 | -2.73 | -0.52 | 2.44 | 0.22 | 3.27 | 8.04 | -0.89 | -1.06 | -3.12 | -0.07 | -0.59 | 2.05 | 1.42 |
| Standard Deviation(%) | NA | 3.24 | 3.59 | 3.92 | 4.94 | NA | NA | … | … | 3.41 | 3.68 | 3.28 | 4.31 | 5.07 | 2.20 | 11.22 | 3.26 | 3.45 | 2.82 | 5.20 | 4.16 | 3.27 | 2.97 | 3.65 | 5.53 | 5.02 | 8.52 | 11.86 | 5.08 | 3.50 | 3.19 | 2.91 | 3.33 | 5.08 | 6.55 | 4.11 | 2.35 | 5.10 | 4.66 | 4.86 |
| Draw Down(%) | NA | 1.86 | 3.46 | 9.92 | 22.31 | NA | NA | … | … | 1.86 | 3.46 | 1.25 | 2.97 | 9.92 | 1.31 | 22.31 | 1.51 | 5.95 | 1.65 | 7.75 | 12.19 | 6.89 | 3.91 | 2.81 | 10.10 | 6.01 | 10.51 | 38.03 | 7.68 | 2.83 | 5.55 | 4.22 | 3.87 | 14.15 | 16.80 | 12.91 | 3.62 | 10.99 | 4.01 | 2.60 |
| Yield(%) | 0.00 | 6.77 | 7.48 | 6.18 | 6.16 | 5.62 | 5.83 | … | … | 2.45 | 7.34 | 7.64 | 7.72 | 5.57 | 4.99 | 5.19 | 6.06 | 5.70 | 6.07 | 7.11 | 6.71 | 6.40 | 6.65 | 7.67 | 7.79 | 8.31 | 12.91 | 7.67 | 8.18 | 8.27 | 7.42 | 8.50 | 11.02 | 9.90 | 11.52 | 9.92 | 9.32 | 9.19 | 9.68 | 8.80 |
Data as of 06/04/2026, Common starting date is 02/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIYX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS I) |
-9.08%
Nov 2005 – Nov 2008 |
-3.84%
Oct 1997 – Oct 2002 |
-0.60%
Nov 1998 – Nov 2008 |
4.38%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHIYX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS I) |
25.20%
Feb 2009 – Feb 2012 |
19.57%
Nov 2008 – Nov 2013 |
10.54%
Nov 2008 – Nov 2018 |
8.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart