Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFSX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS IS) | 0.63% | 3.95% | 3.15% | -0.89% | 1.61% | 1.70% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFSX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS IS) | 12/19/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 3.95 | 3.15 | -0.89 | 1.61 | 1.70 | NA | … | … | 0.63 | 6.46 | 1.15 | 3.35 | -12.54 | -1.71 | 9.87 | 9.92 | -2.23 | 4.41 | 2.28 | -2.29 | 2.99 | -8.16 | 6.86 | 12.78 | 5.31 | 11.65 | -0.31 |
| Sharpe Ratio | NA | 0.63 | 0.04 | -0.47 | 0.02 | NA | NA | … | … | 0.25 | 0.80 | -0.48 | -0.04 | -1.57 | -0.22 | 1.31 | 2.00 | -1.07 | 1.04 | 0.48 | -0.43 | 0.74 | -1.52 | 1.61 | 1.95 | 0.88 | 1.43 | -1.34 |
| Standard Deviation(%) | NA | 3.45 | 5.36 | 6.97 | 6.00 | NA | NA | … | … | 3.41 | 4.50 | 5.16 | 7.54 | 8.92 | 7.96 | 7.34 | 4.23 | 3.40 | 3.63 | 4.34 | 5.36 | 4.00 | 5.38 | 4.27 | 6.53 | 5.92 | 8.07 | 7.99 |
| Draw Down(%) | NA | 2.16 | 5.78 | 21.10 | 21.10 | NA | NA | … | … | 2.16 | 3.20 | 3.89 | 7.28 | 14.60 | 7.65 | 10.59 | 2.47 | 3.54 | 2.04 | 5.24 | 5.92 | 3.34 | 10.46 | 2.03 | 2.97 | 5.69 | 5.89 | 1.05 |
| Yield(%) | 0.00 | 3.39 | 3.35 | 3.58 | 3.04 | 2.64 | 2.60 | … | … | 0.00 | 4.27 | 3.45 | 2.86 | 5.57 | 5.14 | 1.56 | 2.42 | 2.78 | 2.18 | 1.47 | 0.38 | 1.94 | 1.05 | 3.52 | 4.01 | 2.64 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFSX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS IS) |
-5.01%
Oct 2020 – Oct 2023 |
-0.88%
Dec 2020 – Dec 2025 |
-0.11%
Sep 2012 – Sep 2022 |
1.76%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFSX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS IS) |
11.98%
Feb 2009 – Feb 2012 |
6.70%
Feb 2009 – Feb 2014 |
3.76%
Feb 2009 – Feb 2019 |
2.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart