Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHGIX (Western Assets High Income Fund II) | -3.26% | -3.48% | -3.85% | -10.29% | -4.16% | -3.27% | -3.45% | … | … |
Data as of 06/03/2026, Common starting date is 08/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHGIX (Western Assets High Income Fund II) | 08/07/2002 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | -3.48 | -3.85 | -10.29 | -4.16 | -3.27 | -3.45 | … | … | -3.26 | -3.15 | -8.83 | -2.01 | -27.76 | -5.10 | -2.42 | 14.26 | -7.14 | 4.01 | 9.37 | -17.28 | -1.12 | 11.33 | 12.29 | -9.05 | 6.88 | 55.15 | -50.54 | -7.68 | 4.58 | -2.69 | 4.11 | 23.97 | 10.02 |
| Sharpe Ratio | NA | -1.11 | -0.98 | -1.49 | -0.65 | NA | NA | … | … | -1.64 | -1.07 | -2.48 | -0.60 | -2.31 | -1.32 | -0.14 | 2.59 | -1.88 | 0.90 | 1.19 | -2.76 | -0.29 | 3.19 | 2.63 | -1.18 | 1.06 | 4.57 | -2.96 | -1.93 | 0.42 | -0.96 | 0.58 | 3.86 | 2.50 |
| Standard Deviation(%) | NA | 5.33 | 6.57 | 8.57 | 8.89 | NA | NA | … | … | 6.25 | 5.72 | 6.22 | 10.54 | 12.65 | 3.90 | 18.33 | 4.97 | 4.50 | 3.75 | 7.71 | 6.27 | 3.94 | 3.54 | 4.68 | 7.69 | 6.39 | 12.04 | 17.32 | 5.55 | 3.13 | 5.04 | 5.51 | 6.02 | 10.39 |
| Draw Down(%) | NA | 8.07 | 15.81 | 43.45 | 45.70 | NA | NA | … | … | 5.75 | 7.11 | 8.83 | 18.22 | 31.25 | 6.86 | 33.38 | 3.33 | 8.80 | 2.56 | 9.22 | 20.35 | 10.17 | 5.43 | 5.25 | 18.71 | 8.08 | 18.11 | 56.17 | 11.33 | 4.24 | 9.11 | 10.89 | 7.23 | 8.58 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.24 | 1.96 | 1.20 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.72 | 5.73 | 2.53 | 0.00 | 0.82 | 8.94 | 9.82 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHGIX (Western Assets High Income Fund II) |
-23.41%
Feb 2006 – Feb 2009 |
-14.25%
Feb 2004 – Feb 2009 |
-5.63%
Apr 2015 – Apr 2025 |
-3.71%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHGIX (Western Assets High Income Fund II) |
18.83%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
6.24%
Feb 2009 – Feb 2019 |
1.33%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart