Performance analysis of MHF (Western Asset Municipal High Income Fund)
Annual Return
Over the past 3 years, MHF has had an average annual return of +8.32%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, MHF has had an average annual return of +1.43%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, MHF has had an average annual return of +2.61%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, MHF has had an average annual return of +4.93%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.66% | +7.18% | +12% | +4.53% | -17.69% | +10.43% | +3.01% | +13.93% | -2.27% | +7.54% | -4.20% | +6.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +20.30% | -10.53% | +6.27% | +15% | +3.16% | +22.85% | -5.36% | -3.61% | +16.40% | +5.90% | -0.68% | +9.01% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +0.85% | +3.73% | +21.56% | -5.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.50% | +1.66% | +0.22% | -0.81% | +1.81% | -0.72% | +2.66% | ||||||
| 2025 | +4.77% | +8.11% | -2.45% | -2.36% | -2.73% | +0.21% | -1.95% | +3.02% | +4.51% | -2.03% | -1.22% | -0.23% | +7.18% |
| 2024 | +2.85% | +0.79% | +3.24% | +0.51% | -2.46% | +3.40% | +4.20% | +1.62% | +2.17% | -2.72% | +3.64% | -5.34% | +12% |
| 2023 | +5.96% | -4.02% | +3.73% | -2.85% | -1.71% | +3.80% | -0.16% | -3.38% | -2.70% | -0.97% | +5.50% | +1.93% | +4.53% |
| 2022 | -7.35% | -2.03% | -2.62% | -4.41% | +3.44% | -4.77% | +4.11% | -1.77% | -6.90% | +1.29% | +8.78% | -5.75% | -17.69% |
| 2021 | +4.69% | -2.66% | +2.92% | +0.02% | +4.66% | +4.34% | -2.93% | -0.10% | -2.44% | +6.57% | -0.80% | -3.59% | +10.43% |
| 2020 | +2.96% | +0.95% | -9.35% | -4.19% | +4.37% | +1.77% | +3.43% | +1.14% | +0.98% | -3.20% | +2.80% | +2.20% | +3.01% |
| 2019 | +6.15% | -0.20% | +1.86% | +0.35% | +1.70% | +1.28% | +0.08% | +2.73% | -1.61% | +1.13% | -0.84% | +0.71% | +13.93% |
| 2018 | -1.82% | +0.76% | -0.75% | +0.92% | +3.12% | -2.35% | +0.07% | +0.49% | -1.59% | -1.76% | +2.97% | -2.17% | -2.27% |
| 2017 | +3.28% | -0.32% | -1.01% | +3.10% | +0.77% | -0.87% | +3.61% | -0.85% | +3.40% | -3.04% | -2.74% | +2.28% | +7.54% |
Drawdown analysis of MHF (Western Asset Municipal High Income Fund)
The maximum drawdown for the MHF was -29.95%, occurring on Oct 6, 2008. Recovery took 350 trading sessions.
The current MHF drawdown is -5.64%.
Since Nov 1, 1999 MHF has experienced the following drawdowns:
- 20% or more: 4 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.95% | Jul 9, 2008 | 62 | Oct 6, 2008 | 350 | Feb 26, 2010 | 412 |
| -26.72% | Oct 25, 2021 | 254 | Oct 27, 2022 | 578 | Feb 19, 2025 | 832 |
| -24.97% | Feb 25, 2020 | 17 | Mar 19, 2020 | 215 | Jan 26, 2021 | 232 |
| -24.72% | Sep 26, 2012 | 223 | Aug 19, 2013 | 577 | Dec 2, 2015 | 800 |
| -14.29% | May 12, 2016 | 137 | Nov 25, 2016 | 204 | Sep 19, 2017 | 341 |
| -14.13% | Sep 28, 2010 | 76 | Jan 14, 2011 | 164 | Sep 9, 2011 | 240 |
| -13.33% | Mar 25, 2025 | 82 | Jul 23, 2025 | 41 | Sep 19, 2025 | 123 |
| -13.25% | Nov 12, 1999 | 24 | Dec 17, 1999 | 137 | Jul 5, 2000 | 161 |
| -12.46% | May 10, 2007 | 132 | Nov 15, 2007 | 134 | May 30, 2008 | 266 |
| -11.92% | Aug 24, 2001 | 312 | Nov 25, 2002 | 149 | Jul 1, 2003 | 461 |
| -10.85% | Mar 23, 2004 | 33 | May 10, 2004 | 264 | May 26, 2005 | 297 |
| -9.99% | Sep 19, 2017 | 275 | Oct 22, 2018 | 146 | May 23, 2019 | 421 |
| -9.96% | Sep 19, 2025 | 130 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -9.24% | Feb 27, 2012 | 15 | Mar 19, 2012 | 30 | May 1, 2012 | 45 |
| -8.80% | Jul 1, 2021 | 61 | Sep 28, 2021 | 19 | Oct 25, 2021 | 80 |
| -7.72% | Sep 7, 2000 | 56 | Nov 27, 2000 | 24 | Jan 2, 2001 | 80 |
| -7.00% | May 15, 2012 | 17 | Jun 8, 2012 | 31 | Jul 24, 2012 | 48 |
| -6.81% | Jul 30, 2012 | 17 | Aug 22, 2012 | 14 | Sep 12, 2012 | 31 |
| -6.40% | Feb 8, 2001 | 30 | Mar 23, 2001 | 52 | Jun 7, 2001 | 82 |
| -5.50% | Feb 16, 2021 | 9 | Mar 1, 2021 | 50 | May 11, 2021 | 59 |
| -5.28% | Feb 20, 2025 | 12 | Mar 10, 2025 | 11 | Mar 25, 2025 | 23 |
| -4.97% | Jul 2, 2003 | 31 | Aug 15, 2003 | 66 | Nov 18, 2003 | 97 |
| -4.91% | Nov 24, 2006 | 16 | Dec 18, 2006 | 24 | Jan 25, 2007 | 40 |
| -4.85% | Dec 2, 2015 | 8 | Dec 14, 2015 | 7 | Dec 23, 2015 | 15 |
| -4.78% | Oct 9, 2006 | 6 | Oct 17, 2006 | 11 | Nov 1, 2006 | 17 |