Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARMGX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C1) | 1.16% | 3.67% | 4.75% | 2.92% | 2.37% | 1.84% | 1.62% | … | … |
Data as of 06/04/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARMGX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C1) | 06/21/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.67 | 4.75 | 2.92 | 2.37 | 1.84 | 1.62 | … | … | 1.16 | 4.19 | 5.18 | 5.76 | -1.61 | 0.13 | 0.80 | 3.39 | 0.91 | 3.00 | 2.02 | -0.51 | 0.21 | 0.69 | 4.46 | -0.79 | 7.12 | 14.36 | -18.21 | 1.32 | 3.60 | 1.79 | 0.77 | 1.15 | 3.24 | 5.32 | 6.22 | 4.42 | 3.77 | 5.78 | 3.48 |
| Sharpe Ratio | NA | 1.15 | 1.36 | 0.31 | 0.46 | NA | NA | … | … | 0.29 | 1.06 | 1.42 | 1.55 | -2.38 | 0.10 | 0.14 | 1.95 | -0.48 | 2.74 | 1.92 | -0.64 | 0.26 | 0.79 | 4.79 | -0.72 | 4.45 | 5.77 | -5.04 | -0.90 | 0.14 | -0.43 | -0.21 | 0.35 | 1.49 | 1.61 | 1.21 | 0.56 | 0.15 | 1.07 | 1.19 |
| Standard Deviation(%) | NA | 1.21 | 1.20 | 1.26 | 1.62 | NA | NA | … | … | 1.24 | 1.23 | 1.10 | 1.37 | 1.28 | 1.10 | 3.83 | 0.99 | 0.99 | 0.86 | 0.94 | 0.84 | 0.77 | 0.82 | 0.93 | 1.15 | 1.58 | 2.47 | 3.79 | 2.05 | 1.30 | 1.09 | 1.02 | 1.24 | 1.41 | 1.80 | 1.65 | 1.88 | 1.94 | 1.95 | 2.55 |
| Draw Down(%) | NA | 0.33 | 0.55 | 2.98 | 9.09 | NA | NA | … | … | 0.33 | 0.55 | 0.22 | 0.80 | 2.98 | 1.05 | 9.09 | 0.22 | 0.33 | 0.22 | 0.52 | 1.41 | 0.71 | 1.00 | 0.23 | 2.21 | 0.99 | 2.50 | 19.12 | 1.93 | 0.21 | 0.21 | 0.68 | 0.76 | 0.41 | 0.90 | 0.52 | 0.61 | 1.21 | 0.40 | 1.05 |
| Yield(%) | 0.00 | 2.86 | 2.99 | 2.29 | 1.95 | 1.48 | 1.65 | … | … | 1.04 | 3.02 | 2.97 | 2.79 | 1.56 | 0.25 | 1.44 | 2.36 | 1.90 | 1.30 | 0.99 | 0.84 | 0.33 | 0.12 | 0.34 | 0.49 | 1.71 | 1.72 | 3.01 | 4.39 | 3.85 | 2.61 | 1.49 | 2.26 | 3.30 | 5.01 | 5.22 | 5.34 | 4.80 | 5.33 | 3.14 |
Data as of 06/04/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMGX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C1) |
-4.95%
Dec 2005 – Dec 2008 |
-2.51%
Dec 2003 – Dec 2008 |
0.71%
Mar 2007 – Mar 2017 |
0.71%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMGX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C1) |
6.72%
Dec 2008 – Dec 2011 |
5.33%
Jul 1996 – Jul 2001 |
3.68%
Jul 1996 – Jul 2006 |
2.69%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart