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Western Asset Short Duration Municipal Income Fund Class A: (MF: SHDAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:00 PM ET

$5.07 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.21 89
3 months 1.44 88
6 months 2.29 88
1 Year 4.41 42
3 Year 3.74 80
5 Year 1.62 36
10 Year 1.51 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) 5.53
Bull Market (2/09 - 3/21) 32.19

Load Adjusted Returns as of Feb 28, 2026

1 Year 1.90
5 Year 0.88
10 Year 1.22
Since Inception 1.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.80 1.01 1.64 0.66
2024 0.11 0.13 2.19 -0.19
2023 1.25 -0.14 -0.90 3.42
2022 -3.09 -0.34 -1.51 1.66
2021 -0.13 0.44 -0.15 -0.04

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.214.192.233.62-3.300.102.453.231.001.29-0.13
% Total Return Rel to Index -0.32-0.061.30-2.775.22-1.41-2.74-4.32-0.27-4.15-0.37
% Total Return Rel to Peer -0.090.95-0.63-2.015.73-2.16-1.41-3.320.06-3.17-0.02
% Perf Quintile vs Peer* 4.002.000.005.001.005.005.005.003.005.003.00
% Dividends 0.020.120.110.090.050.040.060.080.070.050.04
% Yield 0.212.442.162.481.180.861.221.571.361.060.84
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.000.550.550.550.550.560.620.700.680.660.66

* 1 = Top 20%, 5 = Bottom 20%