Skip to main content

Want a detailed portfolio tracker?

Performance analysis of MHY (Western Asset Managed High Incm Fnd)

Annual Return

Over the past 3 years, MHY has had an average annual return of +675.89%, outperforming the benchmark SPY, which returned +19.63% annual.

Over the past 5 years, MHY has had an average annual return of +675.89%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, MHY has had an average annual return of +18.86%, outperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, MHY has had an average annual return of +10.51%, outperforming the benchmark SPY, which returned +8.49% annual.

202620252016201520142013201220112010200920082007
+5.65%+427.35%+14.29%-3.68%-2.70%-0.91%+10.52%+7.50%+16.89%+52.93%-16.85%-7.49%
20062005200420032002200120001999
+18.48%-0.45%+3.04%+23.43%-3.38%-5.68%+14.18%-4.19%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.23%-0.55%-0.19%+1.49%+1.02%+1.41%+1.13%+5.65%
2025+420.37%+0.12%+0.48%+0.74%+427.35%

Drawdown analysis of MHY (Western Asset Managed High Incm Fnd)

The maximum drawdown for the MHY was -51.73%, occurring on Oct 9, 2008. Recovery took 211 trading sessions.

Since Nov 1, 1999 MHY has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 3 times
  • 10% or more: 12 times
DepthStartTo BottomBottomTo RecoverEndTotal
-51.73%Jun 4, 2007342Oct 9, 2008211Aug 12, 2009553
-32.62%Jan 24, 2001372Jul 23, 2002221Jun 9, 2003593
-20.58%Aug 28, 2012850Jan 21, 2016142Aug 18, 2016992
-16.23%May 11, 2011101Oct 4, 201178Jan 26, 2012179
-15.94%Jan 21, 200475May 7, 200478Aug 30, 2004153
-14.79%Aug 23, 200072Dec 5, 200020Jan 4, 200192
-13.79%Nov 8, 201023Dec 10, 201070Mar 23, 201193
-13.22%Apr 13, 201016May 5, 201050Jul 16, 201066
-11.54%Oct 21, 20099Nov 3, 200952Jan 20, 201061
-11.48%Jun 12, 200335Aug 1, 2003118Jan 21, 2004153
-10.90%Nov 4, 199927Dec 14, 1999117Jun 1, 2000144
-10.13%Oct 18, 2004124Apr 15, 2005325Aug 3, 2006449
-7.04%Feb 23, 20074Mar 1, 200749May 10, 200753
-6.79%Jan 21, 201010Feb 4, 201010Feb 19, 201020
-6.54%Mar 23, 201248Jun 1, 201249Aug 10, 201297
-4.34%Aug 13, 20093Aug 18, 200917Sep 11, 200920
-3.90%Sep 30, 20097Oct 9, 20098Oct 21, 200915
-2.93%Mar 24, 20119Apr 6, 201116Apr 29, 201125
-2.83%Jun 9, 20009Jun 22, 20009Jul 6, 200018
-2.55%Jan 26, 20126Feb 3, 201217Feb 29, 201223
-2.27%Aug 3, 20064Aug 9, 200614Aug 30, 200618
-2.17%Sep 15, 20104Sep 21, 201011Oct 6, 201015
-2.10%Jul 13, 20005Jul 20, 20005Jul 27, 200010
-1.91%Mar 26, 20105Apr 5, 20104Apr 9, 20109
-1.84%Jan 23, 20071Jan 24, 200714Feb 14, 200715