Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) | 3.25% | 5.60% | 9.13% | 3.28% | 3.98% | 3.45% | 2.71% | 3.59% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) | 09/26/2003 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 09/26/2003.
AR inception is since 09/26/2003.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 9.13 | 3.28 | 3.98 | 3.45 | 2.71 | 3.59 | 3.25 | 5.60 | 6.08 | 5.04 | -25.94 | 7.61 | 19.38 | 19.01 | -6.78 | 6.44 | 12.40 | -5.68 | 5.24 | -10.13 | 6.56 | 2.51 | 8.12 | 18.65 | -0.72 | 9.09 | 0.47 | 0.31 | -4.88 | 1.41 |
| Sharpe Ratio | NA | 0.37 | -0.11 | 0.12 | 0.16 | NA | NA | 0.17 | 1.51 | -0.07 | 0.08 | -1.98 | 0.66 | 0.95 | 2.81 | -1.06 | 0.98 | 1.48 | -0.79 | 0.93 | -1.02 | 1.30 | 0.27 | 0.77 | 1.27 | -0.08 | 0.96 | -0.45 | -0.19 | -0.39 | 0.44 |
| Standard Deviation(%) | NA | 7.56 | 10.27 | 11.47 | 10.68 | NA | NA | 10.88 | 8.48 | 7.13 | 9.95 | 13.87 | 11.50 | 20.03 | 6.27 | 7.66 | 5.97 | 8.24 | 7.22 | 5.62 | 9.98 | 5.04 | 9.13 | 10.38 | 14.60 | 20.38 | 6.36 | 6.29 | 9.62 | 14.83 | 11.05 |
| Draw Down(%) | NA | 5.29 | 18.29 | 30.40 | 30.40 | NA | NA | 30.40 | 3.59 | 5.05 | 9.52 | 29.73 | 6.67 | 26.35 | 2.44 | 9.70 | 4.36 | 4.57 | 10.57 | 6.42 | 16.93 | 2.60 | 6.17 | 7.74 | 12.08 | 28.57 | 3.96 | 7.53 | 7.73 | 18.32 | 3.55 |
| Yield(%) | 0.00 | 7.43 | 8.79 | 9.18 | 6.19 | 4.80 | 5.01 | 4.61 | 2.55 | 7.36 | 10.47 | 9.95 | 10.62 | 6.42 | 3.94 | 3.51 | 3.58 | 3.62 | 3.28 | 3.62 | 2.92 | 2.77 | 3.94 | 3.67 | 4.26 | 7.12 | 6.10 | 5.22 | 10.10 | 6.92 | 1.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) |
-6.44%
Jul 2021 - Jul 2024 |
-1.16%
Oct 2003 - Oct 2008 |
0.88%
Oct 2012 - Oct 2022 |
2.50%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIA (Western Asset/Claymore Infl Linked Securities and Income Closed Fund) |
15.20%
Dec 2018 - Dec 2021 |
9.64%
Dec 2015 - Dec 2020 |
4.95%
Dec 2011 - Dec 2021 |
5.87%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart