Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LAFIX (WESTERN ASSET MACRO OPPORTUNITIES FUND CLASS FI) | NA | 637,326.97% | 1,584.29% | 453.53% | 141.30% | NA | NA | … | … |
Data as of 10/29/2024, Common starting date is 09/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAFIX (WESTERN ASSET MACRO OPPORTUNITIES FUND CLASS FI) | 09/04/2013 | 10/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 535,689.99 | 637,326.97 | 1,584.29 | 453.53 | 141.30 | NA | NA | … | … | -2.68 | 15.73 | -21.07 | -3.38 | 6.47 | -4.73 | 1.57 | 14.74 | 6.08 | 1.15 | 7.87 | 4.98 |
| Sharpe Ratio | NA | 1.07 | -0.58 | -0.25 | 0.08 | NA | NA | … | … | -1.03 | 0.78 | -1.63 | -0.51 | 0.53 | -0.40 | 0.02 | 3.19 | 0.70 | 0.17 | 1.05 | 2.95 |
| Standard Deviation(%) | NA | 11.45 | 12.97 | 11.67 | 9.43 | NA | NA | … | … | 10.09 | 14.85 | 13.81 | 6.65 | 11.76 | 15.26 | 14.20 | 4.44 | 8.41 | 6.61 | 7.50 | 5.45 |
| Draw Down(%) | NA | 10.86 | 29.66 | 30.66 | 30.66 | NA | NA | … | … | 10.43 | 15.37 | 29.12 | 9.37 | 21.42 | 18.25 | 7.53 | 2.17 | 7.74 | 4.60 | 4.91 | 1.25 |
| Yield(%) | 0.00 | 0.00 | 0.79 | 2.41 | 3.16 | 2.54 | 1.91 | … | … | 98.62 | 0.00 | 0.00 | 2.36 | 0.00 | 10.93 | 2.04 | 5.53 | 1.91 | 6.32 | 4.16 | 2.98 |
Data as of 10/29/2024, Common starting date is 09/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFIX (WESTERN ASSET MACRO OPPORTUNITIES FUND CLASS FI) |
-7.46%
Oct 2019 – Oct 2022 |
-2.93%
Oct 2017 – Oct 2022 |
1.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAFIX (WESTERN ASSET MACRO OPPORTUNITIES FUND CLASS FI) |
8.44%
Oct 2018 – Oct 2021 |
7.28%
Dec 2015 – Dec 2020 |
3.43%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart