Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAUAX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A) | -0.33% | 2.90% | 4.94% | -0.47% | 1.69% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAUAX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A) | 05/03/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.90 | 4.94 | -0.47 | 1.69 | NA | NA | … | … | -0.33 | 6.85 | 2.51 | 7.32 | -14.21 | -4.04 | 4.75 | 8.29 | -3.06 | 7.39 | 4.93 | 0.01 | 2.31 | 0.68 | 3.67 |
| Sharpe Ratio | NA | 0.32 | 0.54 | -0.66 | 0.02 | NA | NA | … | … | -0.94 | 1.40 | -0.27 | 0.69 | -2.67 | -1.27 | 0.67 | 2.41 | -1.43 | 2.54 | 1.54 | -0.01 | 1.15 | 0.44 | 4.22 |
| Standard Deviation(%) | NA | 2.50 | 3.88 | 4.42 | 4.20 | NA | NA | … | … | 2.66 | 2.84 | 4.09 | 5.33 | 5.87 | 3.20 | 6.66 | 2.84 | 3.11 | 2.66 | 3.06 | 2.62 | 1.99 | 1.47 | 1.33 |
| Draw Down(%) | NA | 2.38 | 5.12 | 21.07 | 21.18 | NA | NA | … | … | 2.38 | 1.74 | 2.64 | 5.12 | 17.94 | 4.22 | 13.68 | 1.22 | 5.85 | 1.11 | 4.08 | 2.16 | 2.45 | 2.53 | 0.77 |
| Yield(%) | 0.00 | 3.86 | 3.71 | 2.29 | 2.64 | 2.39 | 1.79 | … | … | 0.00 | 4.23 | 4.48 | 2.37 | 0.63 | 2.00 | 1.48 | 4.10 | 3.16 | 3.36 | 2.69 | 2.81 | 3.36 | 1.52 | 0.96 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| WAUAX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A) |
-5.35%
Oct 2019 – Oct 2022 |
-2.33%
Oct 2017 – Oct 2022 |
0.24%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAUAX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A) |
6.31%
Oct 2022 – Oct 2025 |
4.77%
Feb 2016 – Feb 2021 |
2.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart