Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XIGIX (Western Asset Investment Grade Defined Opportunity Trust Inc) | 0.72% | 6.58% | 5.39% | 0.40% | 1.98% | 1.88% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/29/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIGIX (Western Asset Investment Grade Defined Opportunity Trust Inc) | 06/29/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 6.58 | 5.39 | 0.40 | 1.98 | 1.88 | NA | … | … | 0.72 | 7.79 | 1.41 | 8.85 | -16.66 | 0.05 | 9.29 | 13.35 | -5.68 | 5.11 | 2.67 | -7.06 | 7.15 | 0.19 | 8.12 | -1.08 | 3.62 | 7.40 |
| Sharpe Ratio | NA | 0.99 | 0.43 | -0.32 | 0.06 | NA | NA | … | … | -0.14 | 1.04 | -0.38 | 0.66 | -2.02 | 0.01 | 0.82 | 3.18 | -2.19 | 1.37 | 0.57 | -1.63 | 2.46 | 0.04 | 2.20 | -0.19 | 0.63 | 2.40 |
| Standard Deviation(%) | NA | 4.08 | 5.79 | 6.65 | 6.30 | NA | NA | … | … | 4.39 | 4.74 | 5.80 | 7.95 | 9.01 | 4.63 | 11.00 | 3.73 | 3.24 | 3.26 | 4.28 | 4.35 | 2.90 | 4.34 | 3.70 | 5.93 | 5.56 | 6.20 |
| Draw Down(%) | NA | 3.21 | 6.82 | 23.53 | 23.53 | NA | NA | … | … | 3.21 | 3.83 | 4.77 | 8.71 | 22.20 | 4.59 | 20.60 | 2.12 | 6.33 | 1.74 | 4.85 | 9.29 | 1.82 | 7.33 | 2.29 | 6.18 | 4.74 | 1.60 |
| Yield(%) | 0.00 | 4.98 | 4.92 | 3.85 | 3.36 | 3.01 | 2.55 | … | … | 2.02 | 4.97 | 4.79 | 4.72 | 3.75 | 3.59 | 3.98 | 3.05 | 3.23 | 1.66 | 0.00 | 0.46 | 5.65 | 6.25 | 0.50 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/29/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGIX (Western Asset Investment Grade Defined Opportunity Trust Inc) |
-5.01%
Oct 2020 – Oct 2023 |
-1.30%
Oct 2017 – Oct 2022 |
-0.06%
Oct 2012 – Oct 2022 |
1.64%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIGIX (Western Asset Investment Grade Defined Opportunity Trust Inc) |
7.57%
Nov 2018 – Nov 2021 |
4.94%
Jan 2016 – Jan 2021 |
3.31%
Sep 2011 – Sep 2021 |
2.01%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart