Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWAIX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C) | 1.14% | 3.61% | 4.71% | 2.83% | 2.42% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWAIX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C) | 08/02/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.61 | 4.71 | 2.83 | 2.42 | NA | NA | … | … | 1.14 | 4.02 | 5.21 | 6.11 | -1.40 | -0.68 | 2.47 | 3.22 | 0.62 | 2.85 | 1.80 | -0.81 | -0.07 | 0.43 | 1.44 |
| Sharpe Ratio | NA | 1.20 | 1.41 | 0.28 | 0.46 | NA | NA | … | … | 0.53 | 0.98 | 1.46 | 1.77 | -2.21 | -0.93 | 0.49 | 1.96 | -0.83 | 2.63 | 1.60 | -1.07 | -0.12 | 0.55 | 0.18 |
| Standard Deviation(%) | NA | 1.11 | 1.13 | 1.19 | 1.75 | NA | NA | … | … | 1.06 | 1.16 | 1.09 | 1.40 | 1.28 | 0.76 | 4.51 | 0.89 | 0.92 | 0.84 | 0.99 | 0.79 | 0.72 | 0.71 | 19.94 |
| Draw Down(%) | NA | 0.43 | 0.54 | 3.63 | 9.06 | NA | NA | … | … | 0.43 | 0.54 | 0.22 | 0.79 | 2.96 | 1.06 | 9.06 | 0.22 | 0.37 | 0.22 | 0.54 | 1.61 | 0.78 | 1.11 | 8.53 |
| Yield(%) | 0.00 | 2.81 | 2.96 | 2.17 | 1.81 | 1.28 | 0.96 | … | … | 1.02 | 2.98 | 2.94 | 2.70 | 1.17 | 0.18 | 1.22 | 2.20 | 1.61 | 1.16 | 0.66 | 0.54 | 0.16 | 0.09 | 0.08 |
Data as of 06/03/2026, Common starting date is 08/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWAIX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C) |
-0.39%
Feb 2013 – Feb 2016 |
0.55%
Oct 2017 – Oct 2022 |
0.71%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWAIX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS C) |
5.39%
Oct 2022 – Oct 2025 |
3.23%
Mar 2020 – Mar 2025 |
2.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart