Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBI (Western Asset IMF Inc) | 3.40% | 10.29% | 6.43% | 0.29% | 1.24% | 3.25% | 4.11% | … | … |
Data as of 06/05/2026, Common starting date is 02/05/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBI (Western Asset IMF Inc) | 02/05/1992 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 10.29 | 6.43 | 0.29 | 1.24 | 3.25 | 4.11 | … | … | 3.40 | 5.95 | 6.83 | 4.89 | -18.87 | 7.63 | 4.69 | 12.84 | -6.58 | 2.39 | -2.47 | 9.81 | 13.35 | -10.07 | 13.04 | 9.36 | 10.73 | 25.05 | -8.88 | 0.96 | 10.03 | -2.41 | -2.17 | 13.38 | 4.11 | 17.22 | 11.96 | -21.64 | 1.18 | 6.29 | -4.22 | 9.21 | -14.61 | 9.88 | 42.11 |
| Sharpe Ratio | NA | 1.13 | 0.42 | -0.25 | -0.04 | NA | NA | … | … | 0.72 | 0.41 | 0.44 | 0.13 | -1.76 | 0.92 | 0.27 | 1.70 | -1.25 | 0.20 | -0.23 | 0.92 | 1.31 | -0.71 | 0.90 | 0.67 | 0.68 | 1.35 | -0.31 | -0.17 | 0.63 | -0.47 | -0.22 | 0.98 | 0.21 | 0.82 | 0.46 | -1.44 | -0.17 | 0.14 | -0.48 | 0.26 | -0.73 | 0.41 | 1.08 |
| Standard Deviation(%) | NA | 6.79 | 7.63 | 8.95 | 9.75 | NA | NA | … | … | 7.76 | 7.54 | 7.26 | 9.20 | 11.60 | 8.26 | 16.43 | 6.70 | 6.41 | 8.71 | 11.54 | 10.59 | 10.19 | 14.29 | 14.51 | 13.93 | 15.57 | 18.55 | 31.76 | 12.93 | 10.48 | 10.01 | 14.23 | 12.96 | 13.87 | 18.30 | 16.99 | 17.41 | 13.28 | 18.60 | 16.14 | 19.91 | 24.10 | 18.87 | 41.33 |
| Draw Down(%) | NA | 4.75 | 9.08 | 25.64 | 25.64 | NA | NA | … | … | 4.75 | 6.77 | 6.09 | 11.11 | 23.88 | 4.24 | 20.04 | 5.06 | 9.61 | 5.65 | 11.47 | 5.23 | 3.74 | 19.30 | 6.04 | 7.57 | 8.04 | 10.55 | 33.69 | 7.53 | 4.32 | 10.68 | 16.12 | 9.49 | 7.48 | 7.17 | 7.67 | 22.54 | 11.36 | 6.98 | 8.24 | 5.06 | 23.33 | 7.61 | 7.23 |
| Yield(%) | 0.00 | 6.74 | 5.99 | 4.06 | 3.58 | 4.39 | 4.83 | … | … | 2.72 | 6.44 | 6.21 | 3.85 | 3.00 | 3.15 | 3.16 | 3.90 | 3.85 | 4.45 | 4.67 | 4.97 | 5.22 | 4.38 | 4.90 | 5.14 | 5.23 | 5.59 | 4.64 | 4.66 | 5.05 | 5.87 | 6.01 | 6.47 | 6.03 | 6.05 | 6.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/05/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBI (Western Asset IMF Inc) |
-5.82%
Nov 1996 – Nov 1999 |
-2.69%
Apr 1995 – Apr 2000 |
0.02%
Oct 2012 – Oct 2022 |
0.74%
Sep 1993 – Sep 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBI (Western Asset IMF Inc) |
14.83%
Dec 2008 – Dec 2011 |
10.20%
Nov 2007 – Nov 2012 |
7.44%
Apr 2006 – Apr 2016 |
6.75%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart