Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMDYX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS I) | 0.25% | 3.27% | 3.29% | 1.71% | 1.71% | 1.58% | 2.10% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMDYX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS I) | 11/26/2003 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.27 | 3.29 | 1.71 | 1.71 | 1.58 | 2.10 | … | … | 0.25 | 2.47 | 2.15 | 3.96 | -2.39 | 0.89 | 2.52 | 3.39 | 1.15 | 1.48 | 0.19 | 0.39 | 1.56 | 0.60 | 1.63 | 3.64 | 1.53 | 6.15 | 2.44 | 4.24 | 3.74 | -1.01 | -1.60 | -0.14 |
| Sharpe Ratio | NA | 0.68 | 0.12 | -0.44 | 0.04 | NA | NA | … | … | -1.30 | -0.19 | -2.71 | -0.16 | -1.81 | 0.87 | 0.60 | 1.63 | -0.19 | 0.82 | -0.02 | 0.32 | 1.83 | 0.55 | 1.95 | 2.87 | 1.05 | 3.76 | 0.64 | 0.81 | 0.32 | -2.80 | -1.66 | -1.19 |
| Standard Deviation(%) | NA | 1.54 | 1.86 | 1.83 | 1.89 | NA | NA | … | … | 1.44 | 2.06 | 1.72 | 1.88 | 2.10 | 0.99 | 3.80 | 1.22 | 0.82 | 1.04 | 1.02 | 1.14 | 0.84 | 1.03 | 0.81 | 1.26 | 1.38 | 1.61 | 2.35 | 1.55 | 1.48 | 1.14 | 1.53 | 1.80 |
| Draw Down(%) | NA | 1.37 | 1.59 | 4.44 | 6.18 | NA | NA | … | … | 1.37 | 1.59 | 0.99 | 1.46 | 4.44 | 0.58 | 6.18 | 0.78 | 0.33 | 0.59 | 1.37 | 0.68 | 0.37 | 1.04 | 0.38 | 0.62 | 1.09 | 0.80 | 2.72 | 0.53 | 0.20 | 1.42 | 2.38 | 0.40 |
| Yield(%) | 0.00 | 2.53 | 2.46 | 1.95 | 1.71 | 1.62 | 1.94 | … | … | 0.93 | 2.68 | 2.36 | 2.13 | 1.30 | 1.16 | 1.54 | 1.79 | 1.54 | 1.28 | 1.17 | 1.17 | 1.36 | 1.37 | 1.62 | 2.04 | 1.72 | 2.43 | 2.83 | 3.34 | 3.08 | 0.00 | 0.00 | 0.06 |
Data as of 06/05/2026, Common starting date is 11/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDYX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS I) |
-0.18%
Sep 2020 – Sep 2023 |
0.63%
Oct 2017 – Oct 2022 |
0.76%
Oct 2012 – Oct 2022 |
1.48%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMDYX (WESTERN ASSET SHORT DURATION MUNICIPAL INCOME FUND CLASS I) |
4.43%
Jan 2007 – Jan 2010 |
3.80%
Aug 2005 – Aug 2010 |
2.59%
Nov 2005 – Nov 2015 |
2.30%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart