Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WATIX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS I) | -0.26% | 3.76% | 4.37% | 0.43% | 1.71% | 2.23% | 3.32% | … | … |
Data as of 06/03/2026, Common starting date is 10/21/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WATIX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS I) | 10/21/1994 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 3.76 | 4.37 | 0.43 | 1.71 | 2.23 | 3.32 | … | … | -0.26 | 7.33 | 2.70 | 5.90 | -11.45 | -2.21 | 4.44 | 8.05 | 0.20 | 4.22 | 2.99 | 1.50 | 3.88 | -0.86 | 7.10 | 5.35 | 8.40 | 16.82 | -5.27 | 5.37 | 5.45 | 1.97 | 2.05 | 3.60 | 6.43 | 4.15 | 8.58 | 0.39 | 7.69 | 8.36 | 4.70 | 12.87 | 0.57 |
| Sharpe Ratio | NA | 0.60 | 0.36 | -0.46 | 0.04 | NA | NA | … | … | -0.74 | 1.34 | -0.23 | 0.41 | -2.21 | -0.80 | 0.79 | 2.65 | -0.58 | 1.71 | 1.04 | 0.48 | 2.00 | -0.35 | 3.37 | 1.71 | 2.17 | 3.29 | -0.93 | 0.65 | 0.68 | -0.11 | 0.23 | 0.58 | 1.22 | 0.42 | 1.48 | -0.83 | 1.13 | 1.53 | 0.28 | 2.46 | -0.31 |
| Standard Deviation(%) | NA | 3.02 | 4.00 | 4.48 | 3.89 | NA | NA | … | … | 3.25 | 3.34 | 3.98 | 5.53 | 5.84 | 2.79 | 5.30 | 2.48 | 2.06 | 2.09 | 2.67 | 3.07 | 1.93 | 2.53 | 2.10 | 3.12 | 3.82 | 5.08 | 6.70 | 3.43 | 3.01 | 2.61 | 4.59 | 4.94 | 4.32 | 4.12 | 2.93 | 3.59 | 3.74 | 3.04 | 3.75 | 3.61 | 2.99 |
| Draw Down(%) | NA | 2.41 | 3.66 | 16.31 | 18.30 | NA | NA | … | … | 2.41 | 1.53 | 2.64 | 4.68 | 14.55 | 2.67 | 8.41 | 1.33 | 2.01 | 0.94 | 2.81 | 1.86 | 0.90 | 3.76 | 0.91 | 1.84 | 3.08 | 4.60 | 11.95 | 2.15 | 1.46 | 2.09 | 6.03 | 4.82 | 2.77 | 4.00 | 2.21 | 2.50 | 2.36 | 1.56 | 3.08 | 2.49 | 0.60 |
| Yield(%) | 0.00 | 3.63 | 3.70 | 2.76 | 2.83 | 2.87 | 3.58 | … | … | 1.35 | 3.97 | 3.59 | 3.43 | 2.22 | 1.75 | 2.18 | 3.37 | 2.73 | 2.42 | 4.28 | 3.12 | 2.29 | 2.09 | 2.66 | 4.44 | 4.81 | 5.74 | 5.41 | 4.94 | 4.89 | 4.92 | 3.58 | 3.38 | 3.85 | 3.14 | 4.47 | 5.84 | 8.07 | 6.83 | 5.26 | 5.14 | 1.66 |
Data as of 06/03/2026, Common starting date is 10/21/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATIX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS I) |
-5.01%
Oct 2020 – Oct 2023 |
-0.83%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
2.25%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATIX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS I) |
11.93%
Oct 2008 – Oct 2011 |
8.49%
Oct 2008 – Oct 2013 |
5.82%
Dec 1994 – Dec 2004 |
5.51%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart