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Western Asset Managed Municipals A (SHMMX)

Nasdaq - Nasdaq Precio retrasado. Divisa en USD.
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14.82-0.02 (-0.13%)
Al cierre: 08:06AM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado-0.58%
Retorno promedio a 5 años1.25%
Número de años al alza37
Número de años a la baja5
Mejor retorno total a 1 año (28 abr 2024)23.43%
Peor retorno total en 1 año (28 abr 2024)N/D
Mejor retorno total a 3 años23.43%
Peor retorno total en 3 años-1.12%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoSHMMXCategoría
AIF0.43%2.30%
1 mes0.14%0.50%
3 meses0.43%2.43%
1 año4.19%6.88%
3 años-0.35%5.62%
5 años1.56%3.37%
10 años2.58%4.67%
Último mercado alcista6.76%6.75%
Último mercado bajista-3.67%6.47%

Historial del rendimiento total anual (%)

Año
SHMMXCategoría
2024
N/DN/D
2023
6.63%N/D
2022
-10.07%N/D
2021
3.16%N/D
2020
4.22%5.36%
2019
7.22%8.37%
2018
0.43%0.27%
2017
5.52%5.71%
2016
0.11%0.00%
2015
2.75%3.07%
2014
10.92%10.58%
2013
-4.35%-4.59%
2012
10.13%8.87%
2011
12.90%10.64%
2010
0.07%1.65%
2009
23.43%17.30%
2008
-9.34%-9.45%
2007
4.17%1.27%
2006
6.49%4.57%
2005
3.06%3.10%
2004
2.35%3.77%
2003
6.01%4.90%
2002
7.31%8.45%
2001
3.66%3.92%
2000
15.55%11.24%
1999
-7.17%-4.70%
1998
4.58%5.43%
1997
10.89%9.12%
1996
5.61%3.48%
1995
19.98%17.06%
1994
-4.46%-6.32%
1993
15.91%12.44%
1992
9.62%8.91%
1991
14.28%11.89%
1990
5.16%6.40%
1989
10.15%9.69%
1988
11.59%11.46%
1987
0.45%-0.89%
1986
18.72%18.10%
1985
20.84%19.80%
1984
10.53%9.27%
1983
12.11%10.81%
1982
41.14%40.04%
1981
N/D-6.46%

Retornos del último trimestre (%)

AñoT1T2T3T4
20240.43%N/DN/DN/D
20232.79%0.36%-3.51%7.13%
2022-6.16%-3.67%-3.58%3.16%
20210.41%2.45%-0.53%0.83%
2020-4.10%3.65%1.70%3.11%
20192.75%2.15%1.73%0.42%
2018-1.06%0.91%-0.35%0.94%
20171.42%1.84%1.03%1.11%
20161.55%2.69%-0.33%-3.69%
20151.28%-0.83%0.88%1.41%
20144.07%3.29%1.78%1.39%
20130.53%-4.04%-1.40%0.56%
20123.64%2.09%2.83%1.23%
2011-0.50%5.63%5.00%2.31%
20102.08%0.13%2.99%-4.95%
20096.89%6.79%9.73%-1.46%
20080.16%1.72%-4.72%-6.61%
20071.06%0.08%1.69%1.28%
20061.88%1.05%2.43%0.98%
20050.73%0.45%1.28%0.56%
2004-0.11%-0.68%1.59%1.54%
2003-0.38%1.75%1.79%2.74%
20020.97%3.32%3.96%-1.05%
20011.62%0.27%2.86%-1.09%
20004.66%1.27%2.74%6.12%
19990.48%-3.27%-2.36%-2.17%
19980.83%1.09%2.61%-0.00%
1997-2.94%5.66%3.89%4.08%
1996-0.51%0.37%2.42%3.27%
19959.71%2.69%2.34%4.07%
1994-3.53%0.55%0.78%-2.27%
19936.09%4.60%2.97%1.44%
1992-0.17%4.77%2.00%2.75%
19912.06%2.72%4.78%4.03%
1990-0.32%2.29%-0.82%4.00%
19890.93%5.39%0.30%3.24%
19883.09%2.60%3.01%2.43%
19872.61%-4.28%-2.62%5.03%
19869.49%-0.78%4.84%4.23%
19854.06%7.13%-0.28%8.69%
19842.38%-3.11%5.52%5.59%
19835.87%1.65%3.49%0.66%
19827.70%6.17%16.90%5.58%
19811.15%-11.04%2.67%N/D

Rango en categoría (por retorno total)

AIF27
1 mes43
3 meses27
1 año54
3 años25
5 años39

Retornos ajustados por comisiones

1 año0.28%
3 años-1.61%
5 años0.79%
10 años2.19%