Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) | -2.27% | -1.07% | 1.36% | 0.95% | 2.03% | 2.58% | 3.16% | 4.71% |
Data as of 07/29/2025, AR inception is 05/26/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) | 05/26/1988 | 07/29/2025 |
| 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 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.07 | 1.36 | 0.95 | 2.03 | 2.58 | 3.16 | 4.71 | -2.27 | 2.47 | 6.55 | -9.25 | 4.02 | 3.96 | 6.87 | 0.80 | 5.52 | 0.01 | 2.45 | 8.47 | -4.73 | 7.26 | 10.09 | 2.08 | 16.66 | -6.53 | 4.18 | 6.41 | 3.19 | 2.75 | 6.13 | 7.05 | 5.65 | 10.44 | -6.15 | 6.01 | 9.26 | 4.14 | 17.05 | -7.08 | 11.96 | 8.23 | 11.07 | 7.58 | 9.00 | 9.03 |
| Sharpe Ratio | NA | -0.83 | -0.41 | -0.30 | 0.14 | NA | NA | 0.72 | -1.20 | -1.30 | 0.60 | -2.66 | 2.21 | 0.42 | 2.74 | -0.27 | 2.17 | -0.08 | 1.46 | 5.02 | -1.38 | 3.39 | 3.42 | 0.67 | 5.00 | -1.21 | 0.54 | 2.00 | 0.64 | 0.89 | 2.10 | 2.65 | 1.44 | 2.81 | -3.49 | 1.14 | 2.26 | 0.15 | 3.34 | -1.63 | 2.69 | 0.94 | 2.46 | 0.62 | 1.01 | 2.54 |
| Standard Deviation(%) | NA | 5.20 | 4.27 | 3.68 | 4.07 | NA | NA | 3.59 | 6.16 | 3.18 | 3.86 | 4.01 | 1.81 | 8.92 | 1.99 | 1.91 | 2.26 | 2.51 | 1.66 | 1.68 | 3.44 | 2.14 | 2.94 | 2.97 | 3.31 | 6.12 | 2.19 | 1.58 | 1.60 | 2.04 | 2.59 | 2.24 | 2.35 | 2.26 | 2.69 | 2.35 | 2.52 | 4.39 | 3.95 | 6.16 | 3.67 | 6.14 | 2.97 | 3.74 | 3.25 | 4.13 |
| Draw Down(%) | NA | 5.38 | 7.05 | 13.37 | 14.33 | NA | NA | 14.33 | 5.14 | 2.29 | 5.77 | 13.05 | 2.42 | 14.33 | 1.68 | 2.03 | 1.21 | 5.59 | 1.74 | 0.77 | 8.12 | 1.98 | 3.00 | 5.20 | 2.35 | 11.35 | 1.22 | 0.64 | 0.56 | 1.57 | 0.87 | 2.12 | 3.02 | 3.12 | 7.20 | 1.99 | 1.87 | 4.33 | 2.09 | 12.53 | 3.09 | 5.02 | 1.86 | 4.10 | 2.62 | 1.95 |
| Yield(%) | 0.00 | 2.86 | 2.92 | 2.74 | 3.08 | 3.35 | 3.64 | 5.10 | 1.29 | 3.12 | 3.12 | 2.54 | 2.55 | 2.78 | 3.21 | 3.59 | 4.03 | 3.64 | 3.72 | 3.89 | 3.81 | 4.02 | 4.56 | 4.36 | 4.92 | 3.84 | 4.24 | 4.52 | 4.39 | 4.60 | 4.69 | 5.08 | 5.22 | 5.54 | 5.50 | 6.72 | 5.85 | 5.17 | 5.88 | 5.13 | 5.79 | 6.17 | 6.76 | 6.85 | 6.97 | 5.34 |
Data as of 07/29/2025, AR inception is 05/26/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) |
-1.71%
Oct 2019 - Oct 2022 |
0.58%
Oct 2017 - Oct 2022 |
1.33%
Oct 2012 - Oct 2022 |
2.65%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHNJX (WESTERN ASSET NEW JERSEY MUNICIPALS FUND CLASS A) |
11.90%
Sep 1990 - Sep 1993 |
10.37%
Aug 1988 - Aug 1993 |
7.94%
Aug 1988 - Aug 1998 |
6.69%
Jul 1988 - Jul 2003 |
Annualized Rolling Returns Comparison Chart