Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SDSAX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS A) | 3.19% | 6.68% | 5.64% | 2.76% | 3.66% | 4.28% | 4.25% | 5.15% |
Data as of 07/25/2025, AR inception is 11/25/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDSAX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS A) | 11/25/1992 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.20 | 6.68 | 5.64 | 2.76 | 3.66 | 4.28 | 4.25 | 5.15 | 3.19 | 5.65 | 9.73 | -12.66 | 2.43 | 3.71 | 12.48 | -3.94 | 8.62 | 8.49 | 0.66 | 4.11 | 1.23 | 12.67 | 7.16 | 11.87 | 28.49 | -18.41 | -0.26 | 7.21 | 3.48 | 7.07 | 13.29 | 6.00 | 2.00 | 1.89 | -0.24 | 5.88 | 7.59 | 10.49 | 15.58 | -3.06 | 11.97 | 0.81 |
| Sharpe Ratio | NA | 0.96 | 0.44 | 0.15 | 0.44 | NA | NA | 0.77 | 0.72 | 0.49 | 1.03 | -2.57 | 1.10 | 0.36 | 3.76 | -1.62 | 3.00 | 2.19 | 0.11 | 1.38 | 0.30 | 4.92 | 1.90 | 2.80 | 4.21 | -1.98 | -0.87 | 1.04 | 0.48 | 1.89 | 3.83 | 1.93 | -0.17 | -0.87 | -1.25 | 1.05 | 1.85 | 2.81 | 3.80 | -1.78 | 2.79 | 1.54 |
| Standard Deviation(%) | NA | 3.65 | 5.13 | 4.50 | 5.03 | NA | NA | 4.30 | 3.75 | 4.19 | 5.97 | 5.50 | 2.19 | 9.45 | 2.93 | 3.29 | 2.67 | 3.78 | 5.53 | 2.97 | 3.93 | 2.59 | 3.76 | 4.20 | 6.75 | 9.77 | 3.94 | 3.66 | 2.54 | 3.22 | 3.28 | 2.51 | 2.66 | 2.69 | 2.90 | 2.29 | 2.11 | 2.41 | 3.05 | 3.44 | 3.50 | 4.13 |
| Draw Down(%) | NA | 3.15 | 8.59 | 17.00 | 20.54 | NA | NA | 28.00 | 3.15 | 2.37 | 4.65 | 16.76 | 2.29 | 20.54 | 0.97 | 5.37 | 1.26 | 3.20 | 5.26 | 3.23 | 7.07 | 1.18 | 3.24 | 2.81 | 8.48 | 26.93 | 4.90 | 3.15 | 2.66 | 4.59 | 4.61 | 2.15 | 3.28 | 2.11 | 4.40 | 1.77 | 1.60 | 1.18 | 0.90 | 6.40 | 1.41 | 0.97 |
| Yield(%) | 0.00 | 6.45 | 6.61 | 5.24 | 5.51 | 5.48 | 5.07 | 5.37 | 2.91 | 7.20 | 7.27 | 4.80 | 3.98 | 4.47 | 6.04 | 5.41 | 5.09 | 5.30 | 11.35 | 5.28 | 4.81 | 4.14 | 4.56 | 4.55 | 6.50 | 4.81 | 6.17 | 5.89 | 5.52 | 4.93 | 6.96 | 7.68 | 7.27 | 7.07 | 6.51 | 7.31 | 8.36 | 8.44 | 9.00 | 7.84 | 8.43 | 1.29 |
Data as of 07/25/2025, AR inception is 11/25/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDSAX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS A) |
-6.41%
Nov 2005 - Nov 2008 |
-1.71%
Nov 2003 - Nov 2008 |
1.16%
Nov 1998 - Nov 2008 |
3.16%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDSAX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS A) |
17.72%
Nov 2008 - Nov 2011 |
13.37%
Nov 2008 - Nov 2013 |
8.41%
Nov 2008 - Nov 2018 |
6.19%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart