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Western Asset Short Duration Muni Inc A (SHDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.9600-0.0100 (-0.20%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.18%
5-year average return0.95%
Number of years up19
Number of years down1
Best 1-yr total return (14 May 2024)5.97%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return5.97%
Worst 3-yr total return-0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHDAXCategory
YTD-0.31%0.39%
1-month-0.43%0.04%
3-month-0.08%0.38%
1-year2.31%1.72%
3-year-0.01%2.21%
5-year0.91%1.47%
10-year0.93%1.49%
Last bull market3.57%1.96%
Last bear market-0.34%2.01%

Annual total return (%) history

Year
SHDAXCategory
2024
N/AN/A
2023
3.65%N/A
2022
-3.30%N/A
2021
0.19%N/A
2020
2.57%2.28%
2019
3.25%3.12%
2018
1.01%1.18%
2017
1.40%1.69%
2016
0.06%-0.15%
2015
0.32%0.70%
2014
1.48%1.44%
2013
0.48%-0.07%
2012
1.49%1.92%
2011
3.50%3.60%
2010
1.51%1.61%
2009
5.97%5.91%
2008
2.69%0.86%
2007
4.29%3.31%
2006
3.53%2.95%
2005
1.12%1.21%
2004
0.54%1.19%
2003
N/A2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.12%N/AN/AN/A
20231.25%-0.12%-0.90%3.43%
2022-3.08%-0.34%-1.52%1.67%
2021-0.12%0.44%-0.15%0.03%
2020-1.35%2.15%1.09%0.68%
20191.19%1.00%0.42%0.60%
20180.10%0.34%0.16%0.40%
20170.69%0.30%0.69%-0.28%
20160.45%0.46%0.07%-0.90%
20150.27%-0.30%0.28%0.07%
20140.74%0.54%0.29%-0.10%
20130.30%-0.47%0.32%0.34%
20120.60%0.37%0.56%-0.04%
20110.49%1.66%1.05%0.26%
20100.80%0.24%1.39%-0.92%
20091.65%1.68%2.09%0.43%
20081.17%0.14%0.57%0.78%
20070.83%0.18%1.62%1.59%
20060.87%0.69%1.56%0.38%
2005-0.09%0.16%0.81%0.24%
20040.25%-0.93%1.12%0.10%
20030.71%0.44%0.04%N/A

Rank in category (by total return)

YTD75
1-month76
3-month61
1-year70
3-year60
5-year69

Load adjusted returns

1-year0.01%
3-year-0.77%
5-year0.45%
10-year0.70%