Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WARIX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS FI) | -0.11% | 2.65% | 5.00% | -0.50% | 1.73% | 1.89% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WARIX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS FI) | 09/28/2006 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.65 | 5.00 | -0.50 | 1.73 | 1.89 | NA | … | … | -0.11 | 6.82 | 2.55 | 7.10 | -14.20 | -3.89 | 4.77 | 8.29 | -3.06 | 7.59 | 5.16 | 0.00 | 2.31 | 0.72 | 7.14 | 1.79 | 7.26 | 24.87 | -20.13 | 2.71 | 1.43 |
| Sharpe Ratio | NA | 0.26 | 0.55 | -0.68 | 0.03 | NA | NA | … | … | -0.91 | 1.38 | -0.30 | 0.65 | -2.68 | -1.23 | 0.67 | 2.36 | -1.43 | 2.63 | 1.60 | -0.01 | 1.15 | 0.48 | 5.10 | 0.84 | 2.56 | 4.40 | -2.72 | -0.15 | 0.73 |
| Standard Deviation(%) | NA | 2.50 | 3.73 | 4.33 | 4.17 | NA | NA | … | … | 2.75 | 2.86 | 3.53 | 5.37 | 5.86 | 3.18 | 6.75 | 2.88 | 3.12 | 2.64 | 3.09 | 2.57 | 2.00 | 1.45 | 1.40 | 2.09 | 2.80 | 5.63 | 7.74 | 2.91 | 2.99 |
| Draw Down(%) | NA | 2.38 | 5.02 | 21.07 | 21.14 | NA | NA | … | … | 2.38 | 1.74 | 2.61 | 5.11 | 17.94 | 4.18 | 13.79 | 1.31 | 5.86 | 1.02 | 4.10 | 2.17 | 2.54 | 2.54 | 0.58 | 2.05 | 1.88 | 8.00 | 25.39 | 2.06 | 0.68 |
| Yield(%) | 0.00 | 3.82 | 3.70 | 2.27 | 2.67 | 2.60 | 2.56 | … | … | 0.00 | 4.20 | 4.52 | 2.27 | 0.64 | 1.97 | 1.49 | 4.19 | 3.17 | 3.46 | 3.00 | 2.80 | 3.36 | 1.57 | 2.14 | 2.56 | 2.90 | 0.00 | 1.93 | 4.50 | 1.52 |
Data as of 06/04/2026, Common starting date is 09/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARIX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS FI) |
-5.36%
Oct 2019 – Oct 2022 |
-2.32%
Oct 2017 – Oct 2022 |
0.29%
Oct 2012 – Oct 2022 |
1.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WARIX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS FI) |
12.40%
Feb 2009 – Feb 2012 |
8.68%
Nov 2008 – Nov 2013 |
5.53%
Feb 2009 – Feb 2019 |
3.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart