Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAIIX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS I) | 1.05% | 4.43% | 3.22% | -0.86% | 1.56% | 1.63% | 2.31% | … | … |
Data as of 06/03/2026, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAIIX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS I) | 03/29/2001 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 4.43 | 3.22 | -0.86 | 1.56 | 1.63 | 2.31 | … | … | 1.05 | 6.40 | 1.04 | 3.30 | -12.72 | -1.90 | 9.84 | 9.79 | -2.25 | 4.20 | 2.21 | -2.50 | 2.83 | -8.20 | 6.75 | 12.83 | 5.59 | 12.86 | -5.70 | 4.89 | -2.11 | -3.51 | 0.19 | 0.28 | 9.55 | 1.42 |
| Sharpe Ratio | NA | 0.57 | 0.02 | -0.48 | 0.00 | NA | NA | … | … | 0.17 | 0.79 | -0.50 | -0.05 | -1.57 | -0.24 | 1.31 | 1.96 | -1.06 | 0.99 | 0.45 | -0.47 | 0.71 | -1.53 | 1.57 | 1.99 | 0.93 | 1.60 | -0.61 | 0.33 | -1.23 | -1.16 | -0.11 | -0.06 | 1.80 | -0.05 |
| Standard Deviation(%) | NA | 3.49 | 5.35 | 7.00 | 6.02 | NA | NA | … | … | 3.54 | 4.45 | 5.19 | 7.53 | 9.02 | 7.97 | 7.30 | 4.25 | 3.45 | 3.60 | 4.39 | 5.43 | 3.99 | 5.39 | 4.30 | 6.44 | 5.90 | 8.00 | 10.82 | 5.36 | 4.51 | 4.98 | 7.07 | 7.82 | 4.67 | 4.89 |
| Draw Down(%) | NA | 2.18 | 5.85 | 21.37 | 21.37 | NA | NA | … | … | 2.18 | 3.12 | 3.96 | 7.37 | 14.78 | 7.71 | 10.57 | 2.49 | 3.48 | 1.96 | 5.15 | 6.05 | 3.36 | 10.49 | 2.11 | 2.88 | 5.70 | 5.30 | 18.27 | 5.24 | 5.31 | 6.10 | 10.49 | 7.70 | 4.91 | 6.63 |
| Yield(%) | 0.00 | 3.32 | 3.29 | 3.53 | 2.98 | 2.57 | 2.75 | … | … | 0.00 | 4.19 | 3.36 | 2.80 | 5.52 | 5.06 | 1.49 | 2.34 | 2.69 | 2.06 | 1.49 | 0.35 | 1.87 | 1.01 | 3.49 | 3.96 | 2.91 | 1.23 | 5.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.44 |
Data as of 06/03/2026, Common starting date is 03/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIIX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS I) |
-5.16%
Oct 2020 – Oct 2023 |
-3.17%
Oct 2003 – Oct 2008 |
-0.23%
Sep 2012 – Sep 2022 |
1.47%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIIX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS I) |
13.01%
Nov 2008 – Nov 2011 |
7.64%
Oct 2008 – Oct 2013 |
3.93%
Nov 2008 – Nov 2018 |
3.61%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart