Nasdaq - Delayed Quote USD

Western Asset New Jersey Municipals A (SHNJX)

11.41 0.00 (0.00%)
At close: 6:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.67%
5y Average Return 1.55%
Number of Years Up 29
Number of Years Down 6
Best 1Y Total Return (Apr 24, 2024) 16.65%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 16.65%
Worst 3Y Total Return -0.64%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SHNJX
Category
YTD
0.43%
2.08%
1-Month
0.17%
0.44%
3-Month
0.43%
2.00%
1-Year
4.10%
6.87%
3-Year
0.10%
5.13%
5-Year
1.82%
3.28%
10-Year
2.53%
4.19%
Last Bull Market
7.97%
6.23%
Last Bear Market
-3.43%
6.94%

Annual Total Return (%) History

Year
SHNJX
Category
2024
--
--
2023
6.54%
--
2022
-9.27%
--
2021
4.01%
--
2020
3.94%
4.54%
2019
6.87%
7.49%
2018
0.80%
1.91%
2017
5.42%
4.71%

2016
-0.01%
0.56%
2015
2.46%
2.24%
2014
8.46%
10.11%
2013
-4.73%
-5.14%
2012
7.25%
8.37%
2011
10.09%
10.38%
2010
2.09%
1.38%
2009
16.65%
17.34%
2008
-6.05%
-8.16%
2007
4.15%
1.43%
2006
6.38%
4.65%
2005
3.19%
3.38%
2004
2.72%
3.55%
2003
6.16%
4.68%
2002
7.10%
8.13%
2001
5.65%
4.05%
2000
10.44%
10.78%
1999
-6.15%
-4.41%
1998
6.00%
5.69%
1997
9.26%
8.58%
1996
4.14%
3.51%
1995
17.05%
15.99%
1994
-7.08%
-6.69%
1993
12.98%
12.55%
1992
9.42%
8.98%
1991
12.23%
11.86%
1990
8.03%
7.12%
1989
9.27%
9.84%
1988
--
12.03%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.43% -- -- --
2023 2.78% 0.34% -3.17% 6.69%
2022 -5.50% -3.43% -2.98% 2.47%
2021 0.65% 2.79% -0.08% 0.62%
2020 -4.25% 2.61% 1.96% 3.75%
2019 2.49% 2.14% 1.71% 0.38%
2018 -1.13% 0.99% 0.09% 0.86%
2017 1.04% 1.70% 1.29% 1.29%
2016 1.46% 2.65% -0.12% -3.87%
2015 0.75% -0.78% 0.72% 1.76%

2014 3.18% 2.72% 1.48% 0.85%
2013 0.48% -2.52% -2.47% -0.26%
2012 2.66% 1.69% 1.92% 0.79%
2011 -0.56% 4.39% 4.10% 1.88%
2010 2.04% 1.20% 2.73% -3.76%
2009 5.54% 3.91% 7.38% -0.95%
2008 -0.54% 0.99% -3.11% -3.46%
2007 1.23% -0.06% 1.77% 1.16%
2006 1.69% 1.20% 2.32% 1.02%
2005 0.57% 0.49% 1.17% 0.93%
2004 -0.08% 0.04% 1.17% 1.57%
2003 0.95% 1.19% 1.83% 2.05%
2002 1.19% 3.31% 2.93% -0.47%
2001 1.91% 1.34% 2.73% -0.41%
2000 2.39% 1.07% 2.06% 4.57%
1999 0.38% -2.21% -1.97% -2.47%
1998 0.94% 1.70% 2.90% 0.35%
1997 0.08% 3.01% 3.11% 2.78%
1996 -1.44% 0.79% 2.36% 2.41%
1995 7.14% 2.49% 2.42% 4.06%
1994 -6.34% 0.86% 0.41% -2.04%
1993 4.16% 3.53% 3.59% 1.14%
1992 0.36% 4.13% 2.69% 1.96%
1991 2.19% 1.91% 4.50% 3.13%
1990 0.46% 2.62% -0.05% 4.84%
1989 0.14% 5.84% -0.01% 3.11%
1988 3.23% 2.87% -- --

Rank in Category (By Total Return)

YTD 7
1-Month 7
3-Month 7
1-Year 32
3-Year 16
5-Year 29

Load Adjusted Returns

1-Year 0.20%
3-Year -1.16%
5-Year 1.04%
10-Year 2.14%

Performance & Risk

YTD Return -0.67%
5y Average Return 1.55%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Muni New Jersey
Fund Family Franklin Templeton Investments
Net Assets 146.34M
YTD Return 0.43%
Yield 3.10%
Morningstar Rating
Inception Date Apr 22, 1988

Fund Summary

Under normal circumstances, the fund invests at least 80% of its assets in "New Jersey municipal securities." New Jersey municipal securities are securities and other investments with similar economic characteristics the interest on which is exempt from regular federal income tax and New Jersey state personal income tax but which may be subject to the federal alternative minimum tax. It is non-diversified.

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