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Western Asset Short Duration High Inc I (SHIYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.79000.0000 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.39%
5-year average return4.16%
Number of years up19
Number of years down8
Best 1-yr total return (19 Jun 2024)59.27%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return59.27%
Worst 3-yr total return-0.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHIYXCategory
YTD2.79%3.62%
1-month1.07%1.08%
3-month1.71%2.50%
1-year10.29%14.69%
3-year2.98%6.16%
5-year4.38%6.21%
10-year3.26%5.48%
Last bull market7.02%11.96%
Last bear market-8.26%-7.27%

Annual total return (%) history

Year
SHIYXCategory
2024
N/AN/A
2023
10.72%N/A
2022
-6.19%N/A
2021
6.41%N/A
2020
4.30%4.91%
2019
11.01%12.62%
2018
-0.56%-2.59%
2017
6.57%6.47%
2016
12.10%13.30%
2015
-8.00%-4.01%
2014
-0.84%1.11%
2013
9.14%6.90%
2012
17.43%14.67%
2011
2.49%2.83%
2010
16.09%14.24%
2009
59.27%46.70%
2008
-30.05%-26.41%
2007
0.44%1.47%
2006
11.87%10.14%
2005
2.94%2.59%
2004
10.53%9.99%
2003
27.68%24.36%
2002
-3.22%-1.52%
2001
-4.39%2.39%
2000
-8.60%-7.12%
1999
3.22%5.05%
1998
0.50%-0.13%
1997
13.35%13.27%
1996
N/A13.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.92%N/AN/AN/A
20232.74%2.16%1.76%3.67%
2022-1.81%-8.26%0.75%3.36%
20212.42%2.52%0.83%0.50%
2020-15.00%10.81%4.31%6.15%
20196.26%1.55%0.28%2.58%
20180.31%1.88%2.15%-4.74%
20172.52%1.36%1.68%0.86%
2016-1.77%6.29%4.84%2.41%
20151.54%1.18%-6.40%-4.33%
20142.52%1.58%-1.52%-3.31%
20134.09%-1.04%2.48%3.39%
20126.15%1.28%5.28%3.76%
20114.75%0.47%-6.49%4.14%
20104.78%-0.20%6.41%4.32%
20092.07%26.04%15.91%6.81%
2008-3.61%2.54%-9.48%-21.82%
20072.73%0.24%-1.00%-1.48%
20062.66%-0.18%3.64%5.33%
2005-1.84%2.40%1.47%0.92%
20041.64%-0.21%4.22%4.57%
20037.17%9.87%2.56%5.72%
20020.51%-5.63%-4.45%6.79%
20013.38%-5.93%-6.98%5.69%
2000-1.82%0.64%-1.41%-6.18%
19991.45%-0.72%-0.60%3.10%
19983.12%0.99%-5.83%2.48%
19970.82%5.34%5.27%1.39%
19961.59%4.55%4.19%N/A

Rank in category (by total return)

YTD17
1-month58
3-month22
1-year63
3-year20
5-year24

Load adjusted returns

1-year10.29%
3-year2.98%
5-year4.38%
10-year3.26%