Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAASX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS IS) | -0.33% | 3.17% | 5.27% | -0.10% | 2.13% | 2.24% | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAASX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS IS) | 08/06/2008 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.17 | 5.27 | -0.10 | 2.13 | 2.24 | NA | … | … | -0.33 | 7.23 | 2.90 | 7.65 | -13.89 | -3.54 | 5.30 | 8.71 | -2.54 | 7.89 | 5.68 | 0.36 | 2.57 | 1.03 | 7.39 | 2.04 | 7.46 | 24.87 | -14.22 |
| Sharpe Ratio | NA | 0.34 | 0.64 | -0.60 | 0.13 | NA | NA | … | … | -0.99 | 1.51 | -0.21 | 0.75 | -2.64 | -1.12 | 0.74 | 2.57 | -1.22 | 2.74 | 1.79 | 0.13 | 1.28 | 0.63 | 5.05 | 0.93 | 2.75 | 4.44 | -3.23 |
| Standard Deviation(%) | NA | 2.51 | 3.73 | 4.32 | 4.17 | NA | NA | … | … | 2.81 | 2.89 | 3.49 | 5.34 | 5.82 | 3.19 | 6.78 | 2.81 | 3.23 | 2.65 | 3.06 | 2.67 | 2.00 | 1.58 | 1.46 | 2.15 | 2.68 | 5.58 | 9.93 |
| Draw Down(%) | NA | 2.59 | 4.91 | 20.70 | 20.70 | NA | NA | … | … | 2.59 | 1.74 | 2.66 | 5.10 | 17.65 | 3.99 | 13.75 | 1.18 | 5.43 | 1.02 | 4.07 | 2.09 | 2.36 | 2.45 | 0.68 | 1.98 | 1.88 | 7.89 | 19.29 |
| Yield(%) | 0.00 | 4.23 | 4.11 | 2.64 | 3.07 | 2.95 | 2.74 | … | … | 0.00 | 4.72 | 4.87 | 2.78 | 1.04 | 2.50 | 1.71 | 4.58 | 3.59 | 3.84 | 3.40 | 3.17 | 3.72 | 1.87 | 2.37 | 2.81 | 3.09 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAASX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS IS) |
-4.92%
Oct 2019 – Oct 2022 |
-1.88%
Oct 2017 – Oct 2022 |
0.68%
Oct 2012 – Oct 2022 |
2.19%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAASX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS IS) |
12.57%
Feb 2009 – Feb 2012 |
8.91%
Nov 2008 – Nov 2013 |
5.83%
Feb 2009 – Feb 2019 |
3.84%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart