Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SORLX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS C) | 1.19% | 6.60% | 2.79% | -0.03% | 1.01% | 1.95% | 2.25% | … | … |
Data as of 06/03/2026, Common starting date is 05/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SORLX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS C) | 05/23/1995 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 6.60 | 2.79 | -0.03 | 1.01 | 1.95 | 2.25 | … | … | 1.19 | 3.54 | 0.95 | 3.71 | -9.50 | 1.34 | 3.79 | 5.83 | -0.19 | 3.31 | -0.42 | 2.38 | 8.64 | -5.44 | 6.12 | 9.46 | 0.17 | 17.37 | -9.52 | 2.71 | 5.80 | 2.92 | 2.55 | 5.41 | 7.00 | 4.41 | 10.48 | -4.62 | 5.13 | 9.58 | 1.68 | 6.11 |
| Sharpe Ratio | NA | 1.36 | -0.05 | -0.70 | -0.15 | NA | NA | … | … | 0.07 | 0.13 | -0.84 | 0.02 | -2.88 | 0.76 | 0.41 | 2.13 | -0.88 | 1.26 | -0.30 | 1.51 | 4.90 | -1.77 | 3.04 | 3.25 | 0.03 | 5.50 | -1.54 | -0.20 | 1.54 | 0.60 | 1.02 | 2.34 | 2.26 | 0.79 | 2.58 | -3.19 | 0.59 | 1.83 | -0.29 | 1.18 |
| Standard Deviation(%) | NA | 2.62 | 3.90 | 3.63 | 3.95 | NA | NA | … | … | 2.68 | 4.95 | 3.19 | 3.53 | 3.80 | 1.73 | 8.54 | 2.05 | 1.79 | 2.11 | 2.15 | 1.56 | 1.76 | 3.09 | 2.01 | 2.90 | 2.87 | 3.14 | 6.80 | 2.16 | 1.55 | 1.11 | 1.54 | 2.01 | 2.59 | 2.52 | 2.43 | 2.50 | 2.81 | 3.20 | 6.85 | 5.40 |
| Draw Down(%) | NA | 2.55 | 5.25 | 13.73 | 13.73 | NA | NA | … | … | 2.55 | 4.72 | 2.41 | 6.33 | 13.40 | 2.16 | 11.43 | 1.82 | 2.36 | 1.32 | 5.30 | 1.35 | 0.76 | 8.46 | 1.78 | 3.25 | 5.62 | 2.15 | 13.70 | 1.64 | 0.85 | 0.47 | 1.81 | 1.81 | 3.41 | 3.32 | 3.41 | 6.31 | 2.18 | 2.29 | 5.49 | 2.85 |
| Yield(%) | 0.00 | 1.92 | 1.89 | 1.56 | 1.82 | 2.34 | 2.59 | … | … | 0.67 | 2.01 | 1.87 | 1.74 | 1.37 | 1.33 | 1.45 | 2.08 | 2.69 | 2.48 | 2.77 | 3.00 | 3.28 | 3.19 | 3.27 | 3.76 | 3.29 | 4.25 | 3.35 | 3.59 | 3.80 | 3.81 | 4.06 | 4.15 | 4.57 | 4.80 | 4.99 | 4.12 | 4.92 | 4.52 | 4.49 | 2.80 |
Data as of 06/03/2026, Common starting date is 05/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SORLX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS C) |
-3.45%
Oct 2020 – Oct 2023 |
-0.89%
Jul 2020 – Jul 2025 |
0.46%
Oct 2012 – Oct 2022 |
1.57%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SORLX (WESTERN ASSET OREGON MUNICIPALS FUND CLASS C) |
8.77%
Dec 2008 – Dec 2011 |
6.26%
Jan 2000 – Jan 2005 |
4.95%
Jun 1995 – Jun 2005 |
4.61%
Apr 1997 – Apr 2012 |
Annualized Rolling Returns Comparison Chart