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
LWSTX (WESTERN ASSET SHORT-TERM BOND FUND CLASS IS) 0.41% 3.91% 5.37% 2.69% 2.74% NA NA
Data as of 06/03/2026, Common starting date is 10/08/2012
More Performance Analytics Comparison
Name Start Date End Date
LWSTX (WESTERN ASSET SHORT-TERM BOND FUND CLASS IS) 10/08/2012 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 3.91 5.37 2.69 2.74 NA NA 0.41 5.67 5.90 6.57 -4.18 -0.22 4.08 4.88 1.64 2.61 2.09 0.38 1.28 0.64 0.41
Sharpe Ratio NA 0.66 0.81 0.06 0.44 NA NA -0.64 1.06 0.76 0.81 -1.76 -0.16 1.40 1.55 0.12 1.07 1.08 0.21 0.77 0.49 1.80
Standard Deviation(%) NA 2.49 2.84 2.92 2.56 NA NA 2.34 2.63 2.99 3.62 3.20 1.54 2.73 2.19 2.07 1.84 1.74 1.65 1.64 1.23 0.99
Draw Down(%) NA 1.34 1.34 7.34 7.34 NA NA 1.34 1.08 1.08 1.37 6.51 1.05 5.32 0.77 0.59 0.52 0.88 0.77 0.82 1.02 0.25
Yield(%) 0.00 4.12 4.20 3.22 2.85 2.25 1.69 1.48 4.46 4.18 3.80 2.22 1.79 2.49 3.00 2.65 2.08 1.82 1.67 1.54 1.40 0.41
Data as of 06/03/2026, Common starting date is 10/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWSTX (WESTERN ASSET SHORT-TERM BOND FUND CLASS IS) -0.74%
Oct 2019 – Oct 2022
0.82%
Oct 2017 – Oct 2022
1.29%
Nov 2012 – Nov 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LWSTX (WESTERN ASSET SHORT-TERM BOND FUND CLASS IS) 6.48%
Oct 2022 – Oct 2025
3.05%
Dec 2015 – Dec 2020
2.93%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return