Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAARX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS I) | -0.44% | 2.88% | 5.12% | -0.29% | 2.00% | 2.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAARX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS I) | 07/12/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.44 | 2.88 | 5.12 | -0.29 | 2.00 | 2.15 | NA | … | … | -0.44 | 7.12 | 2.77 | 7.49 | -14.01 | -3.55 | 5.13 | 8.73 | -2.64 | 7.77 | 5.42 | 0.24 | 2.59 | 0.97 | 7.37 | 2.04 | 7.44 | 25.16 | -21.78 | -1.77 | 1.70 |
| Sharpe Ratio | NA | 0.36 | 0.62 | -0.61 | 0.10 | NA | NA | … | … | -0.91 | 1.47 | -0.24 | 0.72 | -2.65 | -1.12 | 0.72 | 2.42 | -1.26 | 2.63 | 1.65 | 0.08 | 1.19 | 0.62 | 5.16 | 0.94 | 2.70 | 4.41 | -2.96 | -1.94 | 0.05 |
| Standard Deviation(%) | NA | 2.51 | 3.73 | 4.33 | 4.19 | NA | NA | … | … | 2.74 | 2.90 | 3.48 | 5.37 | 5.84 | 3.20 | 6.79 | 2.99 | 3.20 | 2.72 | 3.15 | 2.62 | 2.17 | 1.50 | 1.43 | 2.13 | 2.73 | 5.69 | 7.67 | 2.54 | 2.13 |
| Draw Down(%) | NA | 2.48 | 5.04 | 20.83 | 20.83 | NA | NA | … | … | 2.48 | 1.74 | 2.57 | 5.09 | 17.83 | 4.03 | 13.75 | 1.28 | 5.59 | 1.11 | 4.17 | 2.06 | 2.51 | 2.48 | 0.58 | 1.96 | 1.88 | 7.90 | 26.71 | 3.31 | 0.78 |
| Yield(%) | 0.00 | 4.06 | 3.96 | 2.51 | 2.95 | 2.86 | 2.42 | … | … | 0.00 | 4.51 | 4.74 | 2.65 | 0.89 | 2.38 | 1.65 | 4.51 | 3.49 | 3.72 | 3.25 | 3.04 | 3.64 | 1.81 | 2.36 | 2.81 | 3.08 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAARX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS I) |
-5.01%
Oct 2019 – Oct 2022 |
-1.97%
Oct 2017 – Oct 2022 |
0.59%
Oct 2012 – Oct 2022 |
1.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAARX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS I) |
12.65%
Feb 2009 – Feb 2012 |
8.92%
Nov 2008 – Nov 2013 |
5.80%
Feb 2009 – Feb 2019 |
3.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart