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Western Asset Short Duration High Income Fund Class I: (MF: SHIYX)
(NASDAQ Mutual Funds) As of Aug 20, 2025 08:00 PM ET
$4.85 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.34 | 55 |
| 3 months | 3.72 | 51 |
| 6 months | 3.07 | 56 |
| 1 Year | 8.08 | 30 |
| 3 Year | 8.01 | 24 |
| 5 Year | 6.03 | 17 |
| 10 Year | 4.39 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 76.27 |
| Bear Market (10/07 - 2/09) | -31.55 |
| Bull Market (2/09 - 3/21) | 269.35 |
Load Adjusted Returns as of Jul 31, 2025
| 1 Year | 9.05 |
| 5 Year | 6.62 |
| 10 Year | 4.14 |
| Since Inception | 5.21 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.01 | 2.70 | NA | NA |
| 2024 | 1.90 | 1.48 | 4.03 | 1.03 |
| 2023 | 2.70 | 2.11 | 1.75 | 3.66 |
| 2022 | -1.83 | -8.27 | 0.74 | 3.40 |
| 2021 | 2.37 | 2.52 | 0.82 | 0.52 |
| 2020 | -14.98 | 10.29 | 4.31 | 6.13 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.34 | 8.69 | 10.63 | -6.19 | 6.37 | 3.80 | 10.95 | -0.55 | 6.03 | 10.84 | -7.99 |
| % Total Return Rel to Index | -0.69 | 0.51 | -2.82 | 4.98 | 1.09 | -3.32 | -3.35 | 1.52 | -1.47 | -6.29 | -3.55 |
| % Total Return Rel to Peer | 0.16 | 1.26 | -0.78 | 2.80 | 1.78 | -1.02 | -0.73 | 1.98 | 0.54 | -0.84 | -4.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 4.00 | 4.00 | 1.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.20 | 0.36 | 0.35 | 0.29 | 0.25 | 0.25 | 0.30 | 0.30 | 0.29 | 0.30 | 0.40 |
| % Yield | 4.09 | 7.21 | 7.21 | 6.02 | 4.69 | 4.63 | 5.52 | 5.84 | 5.31 | 5.45 | 7.50 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.72 | 0.72 | 0.72 | 0.73 | 0.72 | 0.73 | 0.72 | 0.71 | 0.72 | 0.72 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%