Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XMTTX (Western Asset Municipal Defined Opportunity) | NA | 10.25% | 2.96% | 0.66% | 2.25% | NA | NA | … | … |
Data as of 05/07/2021, Common starting date is 04/08/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XMTTX (Western Asset Municipal Defined Opportunity) | 04/08/2009 | 05/07/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.25 | 2.96 | 0.66 | 2.25 | NA | NA | … | … | -0.19 | 1.75 | 5.72 | -0.58 | 0.27 | -4.88 | -1.17 | 10.40 | -2.07 | 7.30 | 5.76 | -3.98 | 11.72 |
| Sharpe Ratio | NA | 4.66 | 0.29 | -0.08 | 0.48 | NA | NA | … | … | -0.28 | 0.17 | 1.40 | -1.26 | -0.21 | -2.44 | -0.75 | 3.75 | -0.80 | 3.21 | 2.10 | -1.09 | 4.57 |
| Standard Deviation(%) | NA | 1.85 | 5.51 | 4.44 | 3.55 | NA | NA | … | … | 2.01 | 9.13 | 3.06 | 1.52 | 1.76 | 2.07 | 1.60 | 2.77 | 2.63 | 2.28 | 2.72 | 3.72 | 3.55 |
| Draw Down(%) | NA | 2.23 | 15.14 | 15.14 | 15.14 | NA | NA | … | … | 2.23 | 15.14 | 2.92 | 2.51 | 1.48 | 6.01 | 3.06 | 1.89 | 6.18 | 1.91 | 2.68 | 6.19 | 3.46 |
| Yield(%) | 0.00 | 2.05 | 2.19 | 1.80 | 2.05 | 1.47 | 1.10 | … | … | 0.69 | 1.77 | 2.56 | 3.10 | 1.57 | 0.00 | 0.37 | 4.64 | 4.35 | 0.39 | 0.00 | 0.00 | 0.00 |
Data as of 05/07/2021, Common starting date is 04/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMTTX (Western Asset Municipal Defined Opportunity) |
-2.74%
Jan 2015 – Jan 2018 |
-1.68%
Apr 2015 – Apr 2020 |
0.72%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XMTTX (Western Asset Municipal Defined Opportunity) |
5.40%
Nov 2011 – Nov 2014 |
4.26%
Jan 2011 – Jan 2016 |
2.49%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart