Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SXMTX (Legg Mason WA Muni High Income B) | NA | -5.25% | 5.94% | 6.71% | 4.17% | 3.60% | NA | … | … |
Data as of 05/06/2014, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SXMTX (Legg Mason WA Muni High Income B) | 06/21/1996 | 05/06/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.25 | 5.94 | 6.71 | 4.17 | 3.60 | NA | … | … | 3.38 | -6.82 | 12.38 | 10.05 | 2.54 | 28.30 | -20.30 | 1.18 | 9.22 | 6.78 | 3.26 | 4.88 | 3.54 | 3.44 | 5.62 | -5.32 | 4.94 | 9.16 | 5.88 |
| Sharpe Ratio | NA | -1.42 | 2.07 | 2.06 | 0.85 | NA | NA | … | … | 5.57 | -1.89 | 5.96 | 3.23 | 0.66 | 6.98 | -2.98 | -0.75 | 3.25 | 1.95 | 0.96 | 2.24 | 1.15 | 0.53 | 0.87 | -4.42 | 0.77 | -19.52 | 2.49 |
| Standard Deviation(%) | NA | 3.71 | 2.85 | 3.24 | 3.67 | NA | NA | … | … | 1.83 | 3.63 | 2.08 | 3.11 | 3.73 | 4.04 | 7.11 | 2.46 | 1.83 | 2.36 | 2.40 | 1.86 | 2.13 | 2.11 | 1.82 | 1.93 | 2.10 | 2.35 | 3.20 |
| Draw Down(%) | NA | 10.72 | 10.72 | 10.72 | 23.40 | NA | NA | … | … | 0.51 | 10.72 | 1.57 | 3.55 | 6.66 | 2.90 | 22.79 | 2.81 | 0.54 | 1.05 | 2.01 | 1.72 | 2.71 | 2.67 | 2.44 | 6.24 | 1.78 | 1.81 | 1.51 |
| Yield(%) | 0.00 | 2.95 | 4.11 | 4.63 | 4.41 | 4.23 | 4.17 | … | … | 0.64 | 3.53 | 4.11 | 4.49 | 4.61 | 6.00 | 4.57 | 4.29 | 5.01 | 5.19 | 6.02 | 6.09 | 6.02 | 5.92 | 5.71 | 5.05 | 7.24 | 6.67 | 3.06 |
Data as of 05/06/2014, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXMTX (Legg Mason WA Muni High Income B) |
-4.15%
Dec 2005 – Dec 2008 |
-0.58%
Dec 2003 – Dec 2008 |
0.87%
Dec 1998 – Dec 2008 |
3.33%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SXMTX (Legg Mason WA Muni High Income B) |
13.13%
Dec 2008 – Dec 2011 |
8.68%
Dec 2008 – Dec 2013 |
5.32%
Nov 2002 – Nov 2012 |
4.41%
Nov 1997 – Nov 2012 |
Annualized Rolling Returns Comparison Chart