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Western Asset New Jersey Municipals Fund;A

Ranked 10 out of 15 in New Jersey Municipal Debt Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide New Jersey investors with as high a level of dividend income exempt from federal income taxes and New Jersey state personal income tax as is consistent with prudent investment management and the preservation of capital.

sector performance

New Jersey Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 5.4% 1.0% 1.7% 1.3% 1.3%
2016 0.0% 1.5% 2.7% -0.1% -3.9%
2015 2.5% 0.8% -0.8% 0.7% 1.8%
2014 8.5% 3.2% 2.7% 1.5% 0.8%
2013 -4.7% 0.5% -2.5% -2.5% -0.3%
2012 7.3% 2.7% 1.7% 1.9% 0.8%
2011 10.1% -0.6% 4.4% 4.1% 1.9%
2010 2.1% 2.0% 1.2% 2.7% -3.8%
2009 16.7% 5.5% 3.9% 7.4% -1.0%
2008 -6.1% -0.5% 1.0% -3.1% -3.5%
2007 4.2% 1.2% -0.1% 1.8% 1.1%
2006 6.4% 1.7% 1.2% 2.3% 1.0%
2005 3.2% 0.6% 0.5% 1.2% 0.9%
2004 2.7% -0.1% 0.0% 1.2% 1.6%
2003 6.2% 1.0% 1.2% 1.8% 2.1%
2002 7.1% 1.2% 3.3% 2.9% -0.5%
2001 5.7% 1.9% 1.3% 2.7% -0.4%
2000 10.4% 2.4% 1.1% 2.1% 4.6%
1999 -6.2% 0.4% -2.2% -2.0% -2.5%
1998 6.0% 0.9% 1.7% 2.9% 0.4%
1997 9.3% 0.1% 3.0% 3.1% 2.8%
1996 4.1% -1.4% 0.8% 2.4% 2.4%
1995 17.1% 7.1% 2.5% 2.4% 4.1%
1994 -7.0% -6.3% 0.9% 0.5% -2.1%
1993 13.0% 4.1% 3.6% 3.6% 1.2%
1992 9.4% 0.4% 4.1% 2.7% 2.0%
1991 12.2% 2.2% 1.9% 4.5% 3.1%
1990 8.0% 0.5% 2.6% -0.1% 4.8%
1989 9.3% 0.1% 5.8% 0.0% 3.1%
1988 3.2% 2.9%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date22/04/1988
  • Share Class size145Mn
  • Base currencyUSD
  • ISINUS52469M1062

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management0.50%
  • Initial investment0