SBYLX Performance — Western Asset New York Municipals Fund, Class C
Data updated: 2026-08-27
SBYLX returned +2.41% year to date and +7.43% over one year to Jun 2026. Annualised returns are +3.08% over 3 years and −0.21% over 5 years. The fund trailed its Long-Term Municipal Bond category average: $100 invested three years ago grew to $110, against $112 for the category, and to $107 over one year, against $108. Volatility over the past three years was 6.08% a year. In the 12 months to Jun 2026 the fund lost a net $28.8M, and assets reached $241.57M.
SBYLX Growth of $100
What $100 invested in Western Asset New York Municipals Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Long-Term Municipal Bond category average over the same months.
| Period | SBYLX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $107 | $108 |
| 3 years (Jul 2023 – Jun 2026) | $110 | $112 |
| 5 years (Jul 2021 – Jun 2026) | $99 | $103 |
| Since data start (Jul 2019 – Jun 2026) | $107 | $113 |
SBYLX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.41% |
| 1 year | +7.43% |
| 3 years (annualised) | +3.08% |
| 5 years (annualised) | −0.21% |
SBYLX Annual Returns
Calendar-year total returns of Western Asset New York Municipals Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +2.41% |
| 2025 | +3.07% |
| 2024 | +1.18% |
| 2023 | +5.43% |
| 2022 | −12.18% |
| 2021 | +2.03% |
| 2020 | +4.33% |
| 2019 (Jul–Dec) | +1.76% |
SBYLX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.5% | +1.6% | −2.2% | +1.1% | +0.5% | +1.0% | — | — | — | — | — | — |
| 2025 | +0.1% | +1.2% | −2.3% | −0.5% | −0.8% | +0.7% | −0.6% | +0.9% | +3.1% | +1.3% | +0.2% | −0.1% |
| 2024 | 0.0% | 0.0% | 0.0% | −1.3% | +0.2% | +1.7% | +0.8% | +0.5% | +0.9% | −1.5% | +1.7% | −1.7% |
| 2023 | +3.2% | −2.2% | +2.1% | 0.0% | −0.6% | +0.4% | +0.2% | −1.5% | −3.1% | −1.9% | +6.6% | +2.4% |
| 2022 | −3.2% | −0.6% | −3.8% | −3.4% | +1.5% | −2.6% | +2.9% | −2.7% | −4.1% | −1.1% | +5.1% | −0.3% |
| 2021 | +1.0% | −2.3% | +0.8% | +1.4% | +0.7% | +0.4% | +0.9% | −0.7% | −1.1% | −0.2% | +1.0% | +0.2% |
| 2020 | +1.7% | +1.2% | −4.7% | −1.9% | +2.6% | +1.3% | +1.8% | −0.5% | −0.4% | −0.3% | +2.4% | +1.1% |
| 2019 | — | — | — | — | — | — | +0.6% | +1.8% | −0.7% | −0.2% | +0.1% | +0.1% |
SBYLX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.08%
- 3-year Sharpe ratio: -0.23 (vs 4.5% risk-free rate)
- Best month: +6.64% (Nov 2023)
- Worst month: −3.06% (Sep 2023)
SBYLX Fund Flows
Monthly money in and out of Western Asset New York Municipals Fund, from SEC Form N-PORT.
- 12-month net flow: −$28.8M
- 12-month gross sales (incl. reinvestments): $25.8M
- Sales ÷ redemptions: 0.47×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $2.2M | $3.4M | −$1.1M |
| May 2026 | $2.1M | $4.5M | −$2.4M |
| Apr 2026 | $1.0M | $3.7M | −$2.7M |
| Mar 2026 | $1.6M | $2.6M | −$978K |
| Feb 2026 | $2.1M | $3.9M | −$1.8M |
| Jan 2026 | $4.8M | $5.4M | −$555K |
| Dec 2025 | $3.1M | $7.3M | −$4.1M |
| Nov 2025 | $1.3M | $3.1M | −$1.8M |
| Oct 2025 | $1.5M | $3.0M | −$1.5M |
| Sep 2025 | $1.3M | $4.4M | −$3.1M |
| Aug 2025 | $1.1M | $4.9M | −$3.8M |
| Jul 2025 | $3.5M | $8.4M | −$4.9M |
SBYLX Assets Under Management
Net assets of Western Asset New York Municipals Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $241.57M |
| 2026-03-31 | $243.20M |
| 2025-12-31 | $248.56M |
| 2025-09-30 | $254.11M |
| 2025-06-30 | $259.37M |
| 2025-03-31 | $270.68M |
| 2024-12-31 | $283.34M |
| 2024-09-30 | $308.72M |
| 2024-06-28 | $311.09M |
| 2024-03-28 | $323.16M |
| 2023-12-29 | $328.85M |
| 2023-09-29 | $322.40M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.