Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWMSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS C) | 0.37% | 5.53% | 3.85% | -0.47% | 0.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWMSX (WESTERN ASSET MORTGAGE BACKED SECURITIES 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 (%) | 0.12 | 5.53 | 3.85 | -0.47 | 0.81 | NA | NA | … | … | 0.37 | 6.98 | 2.45 | 3.20 | -14.38 | 0.06 | 1.58 | 5.41 | 1.31 | 3.82 | 0.25 | 1.53 | 5.77 | 0.85 | 2.74 |
| Sharpe Ratio | NA | 0.74 | 0.16 | -0.45 | -0.15 | NA | NA | … | … | -0.29 | 0.82 | -0.20 | -0.05 | -2.04 | 0.02 | 0.36 | 1.56 | -0.03 | 1.27 | 0.01 | 0.49 | 2.26 | 0.28 | 1.32 |
| Standard Deviation(%) | NA | 4.35 | 6.16 | 6.53 | 5.03 | NA | NA | … | … | 4.53 | 5.05 | 5.92 | 8.99 | 7.79 | 2.16 | 3.70 | 2.52 | 2.83 | 2.49 | 2.37 | 3.07 | 2.55 | 2.86 | 5.18 |
| Draw Down(%) | NA | 2.92 | 8.72 | 21.02 | 21.02 | NA | NA | … | … | 2.92 | 3.22 | 4.07 | 10.87 | 17.75 | 1.66 | 7.39 | 1.17 | 1.99 | 1.35 | 3.34 | 1.92 | 1.18 | 3.42 | 1.74 |
| Yield(%) | 0.00 | 4.01 | 3.96 | 2.95 | 2.98 | 2.80 | 2.10 | … | … | 1.44 | 4.28 | 3.97 | 3.66 | 2.64 | 1.92 | 2.68 | 3.78 | 4.55 | 3.12 | 2.60 | 3.09 | 3.36 | 2.97 | 1.80 |
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 |
|---|---|---|---|---|
| LWMSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS C) |
-6.54%
Oct 2020 – Oct 2023 |
-2.40%
Oct 2018 – Oct 2023 |
-0.32%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWMSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS C) |
4.91%
Oct 2022 – Oct 2025 |
2.88%
Oct 2012 – Oct 2017 |
1.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart