Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARMLX (Western Asset Adjustable Rate Income Fun) | 1.50% | 4.68% | 5.80% | 3.87% | 3.32% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARMLX (Western Asset Adjustable Rate Income Fun) | 02/03/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | 5.80 | 3.87 | 3.32 | NA | NA | … | … | 1.50 | 5.18 | 6.36 | 6.88 | -0.41 | 0.47 | 1.78 | 4.44 | 1.74 | 3.89 | 2.88 | 0.32 | 0.49 |
| Sharpe Ratio | NA | 1.80 | 1.95 | 1.00 | 1.01 | NA | NA | … | … | 0.87 | 1.67 | 2.06 | 2.09 | -1.36 | 0.61 | 0.40 | 2.57 | 0.32 | 3.47 | 2.59 | 0.31 | 0.74 |
| Standard Deviation(%) | NA | 1.39 | 1.40 | 1.35 | 1.68 | NA | NA | … | … | 1.40 | 1.38 | 1.33 | 1.56 | 1.36 | 0.73 | 3.83 | 1.16 | 1.13 | 0.93 | 1.03 | 0.94 | 0.70 |
| Draw Down(%) | NA | 0.32 | 0.54 | 2.48 | 9.05 | NA | NA | … | … | 0.32 | 0.54 | 0.22 | 0.80 | 2.37 | 0.34 | 9.05 | 0.22 | 0.44 | 0.22 | 0.45 | 0.90 | 0.46 |
| Yield(%) | 0.00 | 3.83 | 4.04 | 3.22 | 2.86 | 2.10 | 1.58 | … | … | 1.38 | 4.09 | 4.01 | 3.77 | 2.22 | 1.27 | 2.29 | 3.28 | 2.72 | 1.95 | 1.84 | 1.67 | 1.05 |
Data as of 06/04/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMLX (Western Asset Adjustable Rate Income Fun) |
0.26%
Oct 2019 – Oct 2022 |
1.36%
Oct 2017 – Oct 2022 |
2.39%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMLX (Western Asset Adjustable Rate Income Fun) |
6.35%
Oct 2022 – Oct 2025 |
4.22%
Mar 2020 – Mar 2025 |
3.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart