Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBAYX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS I) | 1.49% | 4.63% | 5.76% | 3.87% | 3.29% | 2.71% | 2.42% | … | … |
Data as of 06/05/2026, Common starting date is 10/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBAYX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS I) | 10/30/2002 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.63 | 5.76 | 3.87 | 3.29 | 2.71 | 2.42 | … | … | 1.49 | 5.12 | 6.22 | 6.86 | -0.35 | 0.63 | 1.84 | 4.24 | 1.68 | 3.92 | 2.67 | 0.21 | 0.95 | 1.53 | 5.27 | 0.04 | 6.97 | 15.34 | -17.71 | 2.08 | 4.54 | 2.46 | 1.55 | 0.43 | 0.19 |
| Sharpe Ratio | NA | 1.79 | 1.94 | 1.01 | 0.99 | NA | NA | … | … | 1.15 | 1.63 | 1.91 | 2.07 | -1.30 | 0.83 | 0.41 | 2.66 | 0.26 | 2.92 | 2.37 | 0.20 | 1.31 | 1.87 | 3.53 | 0.01 | 4.47 | 5.41 | -4.81 | -0.45 | 0.73 | 0.15 | 0.49 | -0.26 | 0.23 |
| Standard Deviation(%) | NA | 1.36 | 1.38 | 1.35 | 1.69 | NA | NA | … | … | 1.26 | 1.38 | 1.36 | 1.56 | 1.37 | 0.73 | 3.85 | 1.04 | 1.13 | 1.12 | 1.03 | 0.89 | 0.71 | 0.80 | 1.49 | 1.23 | 1.54 | 2.82 | 3.87 | 2.39 | 1.54 | 1.29 | 1.16 | 1.10 | 1.23 |
| Draw Down(%) | NA | 0.43 | 0.55 | 2.33 | 8.99 | NA | NA | … | … | 0.43 | 0.55 | 0.22 | 0.80 | 2.30 | 0.36 | 8.99 | 0.22 | 0.33 | 0.22 | 0.45 | 1.06 | 0.59 | 0.89 | 0.79 | 1.79 | 1.18 | 2.43 | 18.63 | 2.03 | 0.21 | 0.30 | 0.69 | 0.82 | 0.41 |
| Yield(%) | 0.00 | 3.78 | 4.00 | 3.18 | 2.83 | 2.32 | 2.36 | … | … | 1.37 | 4.03 | 3.98 | 3.74 | 2.21 | 1.22 | 2.23 | 3.19 | 2.66 | 2.21 | 1.75 | 1.55 | 1.06 | 0.85 | 1.15 | 1.32 | 1.57 | 2.55 | 3.63 | 5.22 | 4.64 | 3.36 | 2.26 | 1.64 | 0.40 |
Data as of 06/05/2026, Common starting date is 10/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAYX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS I) |
-4.24%
Dec 2005 – Dec 2008 |
-1.79%
Dec 2003 – Dec 2008 |
1.38%
Mar 2007 – Mar 2017 |
1.46%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBAYX (WESTERN ASSET ADJUSTABLE RATE INCOME FUND CLASS I) |
7.27%
Dec 2008 – Dec 2011 |
5.70%
Dec 2008 – Dec 2013 |
3.77%
Dec 2008 – Dec 2018 |
3.38%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart