Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARMZX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS A) | 1.38% | 4.35% | 5.47% | 3.62% | 3.06% | 2.50% | 2.22% | … | … |
Data as of 06/04/2026, Common starting date is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARMZX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS A) | 04/29/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.35 | 5.47 | 3.62 | 3.06 | 2.50 | 2.22 | … | … | 1.38 | 4.82 | 6.04 | 6.56 | -0.58 | 0.40 | 1.57 | 3.99 | 1.48 | 3.64 | 2.58 | 0.05 | 0.79 | 1.47 | 4.94 | -0.20 | 7.11 | 15.06 | -17.81 | 1.93 | 4.30 | 2.14 | 1.32 | 0.36 | 0.00 | 0.20 | 0.82 | 4.63 | 4.91 | 4.76 |
| Sharpe Ratio | NA | 1.65 | 1.77 | 0.84 | 0.86 | NA | NA | … | … | 0.70 | 1.48 | 1.84 | 1.94 | -1.50 | 0.44 | 0.34 | 2.35 | 0.10 | 3.30 | 2.29 | 0.03 | 1.11 | 1.83 | 4.87 | -0.20 | 4.67 | 5.86 | -4.76 | -0.56 | 0.60 | -0.10 | 0.31 | -0.36 | -1.07 | -2.07 | -3.84 | 0.76 | 0.69 | 1.62 |
| Standard Deviation(%) | NA | 1.30 | 1.34 | 1.33 | 1.66 | NA | NA | … | … | 1.30 | 1.32 | 1.31 | 1.51 | 1.35 | 0.84 | 3.81 | 1.07 | 1.02 | 0.91 | 1.03 | 0.86 | 0.70 | 0.79 | 1.01 | 1.16 | 1.50 | 2.55 | 3.93 | 2.18 | 1.49 | 1.21 | 1.11 | 0.98 | 1.07 | 1.10 | 0.89 | 1.67 | 2.09 | 2.12 |
| Draw Down(%) | NA | 0.32 | 0.54 | 2.36 | 9.08 | NA | NA | … | … | 0.32 | 0.54 | 0.22 | 0.80 | 2.36 | 0.33 | 9.08 | 0.22 | 0.40 | 0.22 | 0.48 | 1.15 | 0.50 | 0.91 | 0.26 | 1.94 | 0.94 | 2.44 | 18.83 | 1.92 | 0.21 | 0.30 | 0.74 | 0.68 | 0.61 | 1.21 | 0.51 | 0.53 | 1.03 | 0.40 |
| Yield(%) | 0.00 | 3.53 | 3.73 | 2.93 | 2.57 | 2.09 | 2.17 | … | … | 1.29 | 3.75 | 3.71 | 3.47 | 1.95 | 0.97 | 1.99 | 2.95 | 2.36 | 1.94 | 1.55 | 1.40 | 0.90 | 0.69 | 0.95 | 1.07 | 1.73 | 2.32 | 3.46 | 4.96 | 4.42 | 3.05 | 1.93 | 1.58 | 0.00 | 0.00 | 0.00 | 5.34 | 5.80 | 3.97 |
Data as of 06/04/2026, Common starting date is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMZX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS A) |
-4.40%
Dec 2005 – Dec 2008 |
-1.99%
Dec 2003 – Dec 2008 |
-0.41%
Dec 1998 – Dec 2008 |
1.17%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARMZX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS A) |
7.14%
Dec 2008 – Dec 2011 |
5.54%
Dec 2008 – Dec 2013 |
3.61%
Dec 2008 – Dec 2018 |
3.19%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart