Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAEXX (Western Asset Premier Institutional U.S. Treasury Reserves Preferred Shares) | 1.40% | 3.48% | 4.29% | 2.61% | NA | NA | NA | 2.74% |
Data as of 08/01/2025, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAEXX (Western Asset Premier Institutional U.S. Treasury Reserves Preferred Shares) | 11/05/2019 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.48 | 4.29 | 2.61 | NA | NA | NA | 2.74 | 1.40 | 4.41 | 5.05 | 1.47 | 0.01 | 0.38 | 0.26 |
| Sharpe Ratio | NA | 0.63 | 0.76 | 0.53 | NA | NA | NA | 0.54 | -0.58 | -1.62 | 0.58 | 0.16 | -3.94 | 0.78 | 1.59 |
| Standard Deviation(%) | NA | 1.21 | 1.27 | 0.99 | NA | NA | NA | 0.93 | 0.93 | 1.34 | 1.40 | 0.57 | 0.00 | 0.19 | 0.47 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.41 | 4.20 | 2.57 | 1.35 | 0.90 | 0.67 | 2.69 | 1.38 | 5.08 | 4.92 | 1.46 | 0.00 | 0.36 | 0.26 |
Data as of 08/01/2025, AR inception is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAEXX (Western Asset Premier Institutional U.S. Treasury Reserves Preferred Shares) |
0.62%
Dec 2019 - Dec 2022 |
2.40%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAEXX (Western Asset Premier Institutional U.S. Treasury Reserves Preferred Shares) |
4.37%
Apr 2022 - Apr 2025 |
2.62%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart