Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LWSRX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS R) | 1.21% | 6.29% | 7.58% | 4.06% | 5.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LWSRX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS R) | 02/03/2014 | 06/04/2026 |
| 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 (%) | 0.00 | 6.29 | 7.58 | 4.06 | 5.07 | NA | NA | … | … | 1.21 | 7.16 | 8.06 | 10.09 | -6.85 | 5.80 | 3.42 | 10.31 | -1.31 | 6.19 | 11.37 | -8.59 | -2.20 |
| Sharpe Ratio | NA | 1.39 | 1.39 | 0.42 | 0.72 | NA | NA | … | … | 0.14 | 1.20 | 1.47 | 1.57 | -1.66 | 2.48 | 0.28 | 2.77 | -0.79 | 2.16 | 2.18 | -2.09 | -0.75 |
| Standard Deviation(%) | NA | 3.07 | 3.43 | 3.80 | 4.85 | NA | NA | … | … | 3.27 | 3.58 | 3.02 | 4.12 | 5.01 | 2.33 | 11.16 | 3.19 | 3.42 | 2.57 | 5.11 | 4.12 | 3.21 |
| Draw Down(%) | NA | 1.87 | 3.55 | 10.32 | 22.43 | NA | NA | … | … | 1.87 | 3.55 | 1.26 | 3.23 | 10.31 | 1.32 | 22.43 | 1.33 | 6.08 | 1.47 | 7.65 | 12.44 | 7.45 |
| Yield(%) | 0.00 | 6.14 | 6.79 | 5.57 | 5.53 | 3.80 | 2.85 | … | … | 2.22 | 6.68 | 6.93 | 7.10 | 4.93 | 4.37 | 4.55 | 5.38 | 4.97 | 5.51 | 6.42 | 6.31 | 4.69 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| LWSRX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS R) |
-1.44%
Mar 2017 – Mar 2020 |
-0.29%
Mar 2015 – Mar 2020 |
2.53%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LWSRX (WESTERN ASSET SHORT DURATION HIGH INCOME FUND CLASS R) |
9.29%
Feb 2016 – Feb 2019 |
7.60%
Mar 2020 – Mar 2025 |
5.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart