Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WATPX (Western Asset Inflation Indexed Plus Bd Ptf Fi) | 0.54% | 3.77% | 2.83% | 0.06% | 1.89% | 1.73% | 1.95% | … | … |
Data as of 06/05/2026, Common starting date is 07/24/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WATPX (Western Asset Inflation Indexed Plus Bd Ptf Fi) | 07/24/2001 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.74 | 3.77 | 2.83 | 0.06 | 1.89 | 1.73 | 1.95 | … | … | 0.54 | 6.17 | 0.96 | 2.71 | -12.85 | 4.55 | 9.42 | 9.47 | -2.57 | 3.82 | 1.95 | -2.75 | 2.50 | -8.64 | 6.22 | 12.30 | 4.89 | 11.36 | -11.29 | 4.79 | -2.11 | -3.51 | 0.19 | 0.28 | 9.55 | -1.50 |
| Sharpe Ratio | NA | 0.55 | -0.02 | -0.36 | 0.07 | NA | NA | … | … | 0.19 | 0.75 | -0.51 | -0.13 | -1.59 | 1.05 | 1.26 | 1.90 | -1.20 | 0.89 | 0.40 | -0.51 | 0.62 | -1.60 | 1.44 | 1.89 | 0.81 | 1.41 | -1.11 | 0.30 | -1.23 | -1.16 | -0.11 | -0.06 | 1.82 | -0.97 |
| Standard Deviation(%) | NA | 3.45 | 5.33 | 6.31 | 5.61 | NA | NA | … | … | 3.57 | 4.38 | 5.28 | 7.46 | 9.03 | 4.30 | 7.25 | 4.22 | 3.30 | 3.58 | 4.36 | 5.45 | 4.00 | 5.41 | 4.32 | 6.48 | 5.91 | 7.99 | 10.96 | 5.58 | 4.51 | 4.98 | 7.08 | 7.82 | 4.63 | 5.48 |
| Draw Down(%) | NA | 2.22 | 5.96 | 16.53 | 16.53 | NA | NA | … | … | 2.22 | 3.08 | 4.03 | 7.67 | 14.87 | 3.11 | 10.57 | 2.44 | 3.73 | 2.08 | 5.38 | 6.24 | 3.52 | 10.70 | 2.12 | 2.99 | 5.75 | 5.80 | 23.06 | 5.24 | 5.31 | 6.10 | 10.49 | 7.70 | 4.82 | 6.63 |
| Yield(%) | 0.00 | 3.30 | 3.13 | 4.66 | 3.45 | 2.81 | 2.53 | … | … | 0.00 | 4.15 | 3.32 | 2.34 | 5.36 | 11.33 | 1.13 | 2.01 | 2.36 | 1.75 | 1.40 | 0.32 | 1.70 | 0.80 | 3.30 | 3.52 | 2.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/24/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATPX (Western Asset Inflation Indexed Plus Bd Ptf Fi) |
-5.52%
Oct 2005 – Oct 2008 |
-4.34%
Oct 2003 – Oct 2008 |
0.11%
Sep 2012 – Sep 2022 |
0.72%
Oct 2003 – Oct 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATPX (Western Asset Inflation Indexed Plus Bd Ptf Fi) |
12.09%
Nov 2008 – Nov 2011 |
6.89%
Oct 2008 – Oct 2013 |
3.42%
Nov 2008 – Nov 2018 |
2.88%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart