Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFRX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS R) | 0.87% | 3.68% | 2.76% | -1.47% | 0.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFRX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS R) | 05/03/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 3.68 | 2.76 | -1.47 | 0.93 | NA | NA | … | … | 0.87 | 5.81 | 0.73 | 2.57 | -13.09 | -2.68 | 9.06 | 8.99 | -2.93 | 3.18 | 1.90 | -3.04 | 2.11 | -8.92 | 2.94 |
| Sharpe Ratio | NA | 0.49 | -0.06 | -0.55 | -0.11 | NA | NA | … | … | 0.12 | 0.66 | -0.55 | -0.15 | -1.62 | -0.34 | 1.21 | 1.76 | -1.30 | 0.72 | 0.38 | -0.57 | 0.52 | -1.66 | 1.09 |
| Standard Deviation(%) | NA | 3.49 | 5.34 | 6.98 | 5.99 | NA | NA | … | … | 3.66 | 4.45 | 5.25 | 7.36 | 8.98 | 8.01 | 7.26 | 4.26 | 3.34 | 3.54 | 4.43 | 5.38 | 4.00 | 5.41 | 4.11 |
| Draw Down(%) | NA | 2.24 | 5.79 | 22.29 | 22.29 | NA | NA | … | … | 2.24 | 3.21 | 4.02 | 7.56 | 15.06 | 7.83 | 10.56 | 2.54 | 4.02 | 2.01 | 5.50 | 6.35 | 3.62 | 10.76 | 2.11 |
| Yield(%) | 0.00 | 3.09 | 2.99 | 3.19 | 2.47 | 1.80 | 1.35 | … | … | 0.00 | 3.89 | 3.01 | 2.29 | 5.13 | 4.52 | 0.73 | 1.59 | 2.03 | 1.49 | 1.26 | 0.30 | 1.59 | 0.72 | 1.95 |
Data as of 06/04/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFRX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS R) |
-5.75%
Oct 2020 – Oct 2023 |
-1.55%
Dec 2020 – Dec 2025 |
-0.91%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFRX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS R) |
7.48%
Nov 2018 – Nov 2021 |
4.34%
Nov 2016 – Nov 2021 |
1.16%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart