Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMALX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS C) | 2.05% | 7.73% | 2.81% | -0.40% | 0.74% | 1.99% | 2.25% | … | … |
Data as of 06/04/2026, Common starting date is 11/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMALX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS C) | 11/23/1994 | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 7.73 | 2.81 | -0.40 | 0.74 | 1.99 | 2.25 | … | … | 2.05 | 2.43 | 0.64 | 5.21 | -11.72 | 1.60 | 2.74 | 6.06 | -0.47 | 4.30 | -1.49 | 3.36 | 9.95 | -6.45 | 7.00 | 10.80 | -0.65 | 18.52 | -9.86 | 2.76 | 5.37 | 1.39 | 2.60 | 4.48 | 8.27 | 5.49 | 11.54 | -6.71 | 5.32 | 8.46 | 3.30 | 17.77 | 4.39 |
| Sharpe Ratio | NA | 1.54 | -0.04 | -0.67 | -0.21 | NA | NA | … | … | 0.44 | -0.08 | -0.82 | 0.37 | -2.67 | 0.88 | 0.31 | 2.44 | -0.98 | 1.54 | -0.65 | 1.71 | 5.25 | -1.79 | 2.94 | 3.03 | -0.20 | 5.08 | -1.54 | -0.20 | 1.29 | -0.67 | 0.87 | 1.99 | 2.71 | 1.17 | 2.82 | -3.46 | 0.65 | 1.45 | -0.07 | 2.75 | 6.10 |
| Standard Deviation(%) | NA | 3.00 | 4.67 | 4.42 | 4.26 | NA | NA | … | … | 3.36 | 6.01 | 3.63 | 4.25 | 4.95 | 1.79 | 7.95 | 1.88 | 1.89 | 2.38 | 2.61 | 1.94 | 1.89 | 3.62 | 2.38 | 3.55 | 3.81 | 3.63 | 7.02 | 1.98 | 1.51 | 1.29 | 1.87 | 1.89 | 2.63 | 2.64 | 2.59 | 2.91 | 2.82 | 3.29 | 5.14 | 5.01 | 8.19 |
| Draw Down(%) | NA | 2.75 | 7.54 | 16.99 | 16.99 | NA | NA | … | … | 2.75 | 6.50 | 2.99 | 7.04 | 16.54 | 2.38 | 11.02 | 1.60 | 2.78 | 1.49 | 6.65 | 2.22 | 1.05 | 9.89 | 2.12 | 3.63 | 6.84 | 2.29 | 14.56 | 1.65 | 0.71 | 0.62 | 2.39 | 2.01 | 3.29 | 3.65 | 3.42 | 8.09 | 2.49 | 2.46 | 5.04 | 2.78 | 1.06 |
| Yield(%) | 0.00 | 1.93 | 2.02 | 1.60 | 1.85 | 2.40 | 2.63 | … | … | 0.64 | 2.10 | 2.01 | 2.11 | 1.40 | 1.20 | 1.76 | 2.37 | 2.50 | 2.42 | 2.43 | 2.76 | 3.33 | 3.12 | 3.23 | 3.88 | 3.33 | 4.38 | 3.32 | 3.49 | 3.85 | 3.75 | 3.91 | 4.29 | 4.73 | 4.68 | 4.89 | 4.12 | 5.70 | 4.68 | 4.59 | 5.39 | 0.73 |
Data as of 06/04/2026, Common starting date is 11/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMALX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS C) |
-4.30%
Oct 2019 – Oct 2022 |
-1.41%
Oct 2017 – Oct 2022 |
0.09%
Oct 2012 – Oct 2022 |
1.45%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMALX (WESTERN ASSET MASSACHUSETTS MUNICIPALS FUND CLASS C) |
9.68%
Dec 1994 – Dec 1997 |
6.80%
Jan 2000 – Jan 2005 |
5.88%
Dec 1994 – Dec 2004 |
4.99%
Dec 1994 – Dec 2009 |
Annualized Rolling Returns Comparison Chart