Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WATRX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS R) | -0.36% | 2.95% | 3.79% | -0.18% | 1.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WATRX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS R) | 05/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 2.95 | 3.79 | -0.18 | 1.11 | NA | NA | … | … | -0.36 | 6.67 | 2.18 | 5.14 | -11.89 | -2.87 | 3.83 | 7.50 | -0.42 | 3.35 | 2.42 | 0.83 | 3.21 | -1.52 | 3.39 |
| Sharpe Ratio | NA | 0.38 | 0.21 | -0.59 | -0.12 | NA | NA | … | … | -0.90 | 1.19 | -0.35 | 0.27 | -2.28 | -1.03 | 0.68 | 2.50 | -0.91 | 1.32 | 0.85 | 0.26 | 1.69 | -0.62 | 2.83 |
| Standard Deviation(%) | NA | 2.96 | 4.02 | 4.50 | 3.88 | NA | NA | … | … | 3.21 | 3.20 | 4.08 | 5.59 | 5.88 | 2.80 | 5.25 | 2.41 | 1.98 | 2.05 | 2.59 | 3.05 | 1.89 | 2.51 | 1.82 |
| Draw Down(%) | NA | 2.31 | 3.96 | 16.96 | 19.20 | NA | NA | … | … | 2.31 | 1.43 | 2.81 | 4.93 | 14.94 | 3.14 | 8.40 | 1.42 | 2.12 | 0.99 | 3.05 | 1.97 | 0.93 | 3.97 | 0.63 |
| Yield(%) | 0.00 | 3.04 | 3.09 | 2.23 | 2.26 | 2.01 | 1.51 | … | … | 1.16 | 3.24 | 3.08 | 2.82 | 1.67 | 1.17 | 1.58 | 2.75 | 2.13 | 1.75 | 3.52 | 2.46 | 1.64 | 1.43 | 1.10 |
Data as of 06/04/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATRX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS R) |
-5.62%
Oct 2020 – Oct 2023 |
-1.40%
Oct 2017 – Oct 2022 |
0.12%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATRX (WESTERN ASSET INTERMEDIATE BOND FUND CLASS R) |
5.16%
Oct 2022 – Oct 2025 |
3.69%
Nov 2015 – Nov 2020 |
1.44%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart