Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LWSOX (WESTERN ASSET SHORT-TERM BOND FUND CLASS C) -0.84% 1.68% 3.80% 1.18% 1.44% NA NA
Data as of 06/05/2026, Common starting date is 09/19/2012
More Performance Analytics Comparison
Name Start Date End Date
LWSOX (WESTERN ASSET SHORT-TERM BOND FUND CLASS C) 09/19/2012 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 2013 2012
Annualized Return (%) -0.54 1.68 3.80 1.18 1.44 NA NA -0.84 2.80 3.60 5.06 -5.91 -1.52 2.87 2.70 0.00 1.27 1.04 -0.70 0.13 -0.20 0.10
Sharpe Ratio NA 0.08 0.33 -0.45 -0.05 NA NA -1.52 -0.02 -1.14 0.23 -2.35 -0.96 0.92 0.68 -0.69 0.43 0.52 -0.40 0.07 -0.16 0.43
Standard Deviation(%) NA 2.31 2.68 2.77 2.44 NA NA 2.13 2.36 2.64 3.52 3.11 1.61 2.87 1.91 1.93 1.51 1.61 1.82 1.66 1.50 0.74
Draw Down(%) NA 1.34 1.34 8.75 9.00 NA NA 1.34 0.81 1.09 1.64 7.71 2.10 5.33 0.77 0.78 0.52 0.80 1.46 0.97 1.22 0.25
Yield(%) 0.00 3.06 3.13 2.23 1.80 1.31 0.98 1.08 3.38 3.18 2.69 1.22 0.70 1.40 1.85 1.56 1.01 0.78 0.59 0.38 0.31 0.36
Data as of 06/05/2026, Common starting date is 09/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWSOX (WESTERN ASSET SHORT-TERM BOND FUND CLASS C) -1.80%
Oct 2019 – Oct 2022
-0.33%
Oct 2017 – Oct 2022
0.02%
Oct 2012 – Oct 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWSOX (WESTERN ASSET SHORT-TERM BOND FUND CLASS C) 4.98%
Oct 2022 – Oct 2025
1.91%
Feb 2016 – Feb 2021
1.72%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return