Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SDSYX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I) | 2.72% | 6.37% | 5.72% | 2.93% | 3.89% | 4.53% | 4.52% | 5.11% |
Data as of 07/25/2025, AR inception is 10/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDSYX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I) | 10/19/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 6.37 | 5.72 | 2.93 | 3.89 | 4.53 | 4.52 | 5.11 | 2.72 | 5.35 | 9.98 | -12.33 | 2.74 | 3.99 | 12.79 | -3.76 | 8.88 | 8.99 | 0.97 | 4.41 | 1.42 | 13.06 | 7.29 | 11.89 | 28.94 | -18.01 | 0.06 | 7.58 | 3.83 | 7.41 | 12.20 | 4.45 | 2.36 | 2.22 | 0.07 | 6.16 | 7.85 | 10.76 | 2.59 |
| Sharpe Ratio | NA | 0.86 | 0.46 | 0.19 | 0.48 | NA | NA | 0.74 | 0.49 | -0.30 | 0.96 | -2.47 | 1.18 | 0.40 | 3.93 | -1.51 | 3.06 | 2.32 | 0.17 | 1.47 | 0.34 | 5.11 | 1.89 | 2.80 | 4.31 | -1.93 | -0.74 | 1.18 | 0.65 | 1.97 | 3.47 | 1.52 | 0.01 | -0.71 | -1.06 | 0.77 | 1.05 | 1.60 | 2.29 |
| Standard Deviation(%) | NA | 3.72 | 5.15 | 4.54 | 5.06 | NA | NA | 4.53 | 3.83 | 4.20 | 5.98 | 5.56 | 2.30 | 9.37 | 2.90 | 3.36 | 2.71 | 3.79 | 5.68 | 2.99 | 4.13 | 2.57 | 3.84 | 4.21 | 6.69 | 9.77 | 3.96 | 3.68 | 2.55 | 3.28 | 3.32 | 2.19 | 2.65 | 2.64 | 2.98 | 3.71 | 4.11 | 4.49 | 4.53 |
| Draw Down(%) | NA | 3.09 | 8.51 | 16.82 | 20.55 | NA | NA | 27.63 | 3.09 | 2.35 | 4.43 | 16.48 | 2.10 | 20.55 | 0.96 | 5.21 | 1.10 | 3.15 | 5.01 | 3.28 | 7.02 | 1.17 | 3.20 | 2.65 | 8.39 | 26.73 | 4.84 | 3.08 | 2.60 | 4.55 | 4.72 | 2.08 | 3.13 | 2.16 | 4.32 | 1.88 | 2.27 | 1.87 | 1.01 |
| Yield(%) | 0.00 | 6.18 | 6.68 | 5.40 | 5.71 | 5.71 | 5.31 | 5.43 | 2.48 | 7.48 | 7.50 | 5.05 | 4.27 | 4.73 | 6.35 | 5.70 | 5.35 | 5.62 | 11.59 | 5.57 | 5.12 | 4.39 | 4.70 | 4.60 | 6.77 | 5.04 | 6.48 | 6.23 | 5.85 | 5.11 | 6.00 | 6.22 | 7.62 | 7.40 | 6.82 | 7.61 | 8.66 | 8.74 | 2.18 |
Data as of 07/25/2025, AR inception is 10/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDSYX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I) |
-6.09%
Nov 2005 - Nov 2008 |
-1.42%
Nov 2003 - Nov 2008 |
1.18%
Nov 1998 - Nov 2008 |
3.85%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDSYX (WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I) |
17.97%
Nov 2008 - Nov 2011 |
13.67%
Nov 2008 - Nov 2013 |
8.69%
Nov 2008 - Nov 2018 |
6.48%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart