Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWARX (Western Asset Short-Term Bond Fund Cl R) | -0.76% | 2.04% | 4.17% | 1.64% | 1.90% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWARX (Western Asset Short-Term Bond Fund Cl R) | 02/03/2014 | 06/05/2026 |
| 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 (%) | -0.27 | 2.04 | 4.17 | 1.64 | 1.90 | NA | NA | … | … | -0.76 | 3.01 | 4.39 | 5.58 | -5.49 | -1.65 | 3.21 | 3.18 | 0.26 | 1.61 | 1.59 | 0.02 | 0.05 |
| Sharpe Ratio | NA | 0.25 | 0.44 | -0.30 | 0.12 | NA | NA | … | … | -1.82 | 0.06 | -0.95 | 0.39 | -2.34 | -1.12 | 1.07 | 0.84 | -0.62 | 0.65 | 0.80 | 0.00 | 0.03 |
| Standard Deviation(%) | NA | 2.45 | 2.69 | 2.74 | 2.42 | NA | NA | … | … | 2.03 | 2.59 | 2.63 | 3.42 | 2.94 | 1.50 | 2.77 | 2.13 | 1.72 | 1.51 | 1.73 | 1.46 | 1.28 |
| Draw Down(%) | NA | 1.61 | 1.61 | 8.09 | 8.09 | NA | NA | … | … | 1.61 | 1.08 | 1.08 | 1.40 | 7.11 | 1.75 | 5.32 | 0.77 | 0.78 | 0.54 | 1.03 | 1.24 | 0.92 |
| Yield(%) | 0.00 | 3.50 | 3.54 | 2.61 | 2.20 | 1.60 | 1.20 | … | … | 1.24 | 3.81 | 3.51 | 3.13 | 1.60 | 1.11 | 1.77 | 2.22 | 1.96 | 1.35 | 1.33 | 1.06 | 0.82 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| LWARX (Western Asset Short-Term Bond Fund Cl R) |
-1.49%
Oct 2019 – Oct 2022 |
0.07%
Oct 2017 – Oct 2022 |
1.15%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWARX (Western Asset Short-Term Bond Fund Cl R) |
5.51%
Oct 2022 – Oct 2025 |
2.36%
Dec 2015 – Dec 2020 |
2.17%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart