Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNPYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS I) | -3.13% | -2.61% | 1.01% | -0.33% | 1.29% | 2.23% | 1.84% | 1.64% |
Data as of 07/25/2025, AR inception is 01/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNPYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS I) | 01/23/2001 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | -2.61 | 1.01 | -0.33 | 1.29 | 2.23 | 1.84 | 1.64 | -3.13 | 1.65 | 6.30 | -11.52 | 2.69 | 5.08 | 6.90 | 1.22 | 3.17 | -0.43 | 3.32 | 9.99 | -5.74 | 7.72 | 10.90 | -1.34 | 10.11 | -7.19 | 0.08 | 1.23 | -2.54 | -2.97 | 1.36 | 4.37 | 1.47 |
| Sharpe Ratio | NA | -0.96 | -0.48 | -0.56 | -0.03 | NA | NA | 0.11 | -1.23 | -1.30 | 0.47 | -2.63 | 1.28 | 0.62 | 2.63 | -0.05 | 1.11 | -0.27 | 1.88 | 5.37 | -1.53 | 3.31 | 2.96 | -0.41 | 3.14 | -1.17 | -1.74 | -2.12 | -2.51 | -1.78 | 0.25 | 1.17 | -0.26 |
| Standard Deviation(%) | NA | 5.99 | 4.88 | 4.28 | 4.14 | NA | NA | 3.59 | 6.98 | 3.79 | 4.39 | 4.92 | 2.08 | 7.83 | 2.09 | 1.94 | 2.31 | 2.37 | 1.75 | 1.86 | 3.77 | 2.33 | 3.67 | 3.48 | 3.19 | 6.90 | 1.68 | 0.97 | 1.87 | 2.20 | 2.68 | 2.80 | 2.70 |
| Draw Down(%) | NA | 6.62 | 8.40 | 16.65 | 16.65 | NA | NA | 16.65 | 6.08 | 2.89 | 7.23 | 16.11 | 2.99 | 11.86 | 1.64 | 1.83 | 1.65 | 5.15 | 1.39 | 0.74 | 9.72 | 2.05 | 4.29 | 6.27 | 2.83 | 13.40 | 2.04 | 0.76 | 2.98 | 3.61 | 1.59 | 2.58 | 3.94 |
| Yield(%) | 0.00 | 2.73 | 2.93 | 2.56 | 3.00 | 3.36 | 2.61 | 2.32 | 1.11 | 3.23 | 3.16 | 2.37 | 2.28 | 2.85 | 3.54 | 3.68 | 3.77 | 3.68 | 3.77 | 4.14 | 3.86 | 3.94 | 4.65 | 2.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.77 | 0.42 | 3.40 |
Data as of 07/25/2025, AR inception is 01/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS I) |
-2.96%
Oct 2019 - Oct 2022 |
-2.33%
Nov 2003 - Nov 2008 |
0.23%
Mar 2001 - Mar 2011 |
1.56%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPYX (WESTERN ASSET NEW YORK MUNICIPALS FUND CLASS I) |
6.41%
Dec 2008 - Dec 2011 |
5.55%
Jan 2011 - Jan 2016 |
4.35%
Jan 2011 - Jan 2021 |
3.04%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart