Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WRTUX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A2) | NA | -0.74% | 4.07% | 3.11% | NA | NA | NA | … | … |
Data as of 12/20/2021, Common starting date is 05/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WRTUX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A2) | 05/05/2014 | 12/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.74 | 4.07 | 3.11 | NA | NA | NA | … | … | -1.29 | 4.60 | 0.11 | 0.53 | 7.27 | 4.94 | -0.24 | -0.58 |
| Sharpe Ratio | NA | -0.42 | 0.79 | 0.62 | NA | NA | NA | … | … | -0.60 | 0.65 | -0.46 | -0.10 | 2.91 | 1.57 | -0.10 | -0.39 |
| Standard Deviation(%) | NA | 2.25 | 4.43 | 3.83 | NA | NA | NA | … | … | 2.27 | 6.71 | 2.83 | 7.78 | 2.30 | 2.99 | 2.58 | 2.27 |
| Draw Down(%) | NA | 2.77 | 13.77 | 13.77 | NA | NA | NA | … | … | 2.77 | 13.77 | 2.80 | 5.23 | 0.84 | 4.12 | 2.34 | 2.46 |
| Yield(%) | 0.00 | 0.46 | 2.14 | 2.50 | 1.90 | 1.26 | 0.95 | … | … | 0.45 | 1.44 | 4.07 | 3.02 | 3.24 | 2.69 | 2.56 | 2.04 |
Data as of 12/20/2021, Common starting date is 05/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTUX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A2) |
0.27%
Mar 2017 – Mar 2020 |
1.26%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WRTUX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS A2) |
4.70%
Oct 2018 – Oct 2021 |
4.72%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart