Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XPAIX (Western Asset Income Fund Inc) | 0.70% | 6.64% | 6.21% | 0.90% | 2.54% | 2.58% | 1.53% | … | … |
Data as of 06/03/2026, Common starting date is 06/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XPAIX (Western Asset Income Fund Inc) | 06/11/1999 | 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 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 6.64 | 6.21 | 0.90 | 2.54 | 2.58 | 1.53 | … | … | 0.70 | 8.16 | 3.19 | 9.11 | -16.47 | 0.18 | 9.14 | 12.69 | -5.73 | 6.95 | 5.56 | -5.23 | 7.62 | 0.77 | 9.74 | -0.43 | 4.62 | 23.69 | -29.41 | -4.78 | 0.95 | -3.61 | -1.27 | 9.97 | -0.53 | 1.89 | 2.06 | -0.07 |
| Sharpe Ratio | NA | 1.03 | 0.60 | -0.25 | 0.16 | NA | NA | … | … | -0.14 | 1.14 | -0.08 | 0.73 | -2.07 | 0.04 | 0.83 | 3.14 | -2.30 | 2.04 | 1.22 | -1.29 | 2.81 | 0.18 | 1.45 | -0.08 | 0.88 | 3.11 | -2.95 | -1.74 | -0.67 | -1.34 | -0.35 | 1.60 | -0.28 | -0.10 | -0.39 | -0.69 |
| Standard Deviation(%) | NA | 4.00 | 5.55 | 6.37 | 6.05 | NA | NA | … | … | 4.35 | 4.65 | 5.41 | 7.59 | 8.68 | 4.33 | 10.62 | 3.57 | 3.11 | 3.10 | 4.38 | 4.09 | 2.70 | 4.20 | 6.71 | 5.51 | 5.17 | 7.59 | 10.26 | 4.57 | 3.72 | 4.40 | 6.40 | 5.80 | 6.06 | 5.86 | 5.60 | 5.26 |
| Draw Down(%) | NA | 3.12 | 6.45 | 23.52 | 23.52 | NA | NA | … | … | 3.12 | 3.78 | 3.36 | 8.43 | 22.31 | 4.37 | 20.42 | 2.00 | 6.44 | 1.68 | 4.53 | 7.84 | 2.10 | 6.98 | 5.16 | 7.18 | 4.34 | 11.93 | 35.83 | 7.33 | 4.98 | 6.54 | 7.97 | 7.01 | 7.39 | 4.96 | 7.48 | 2.96 |
| Yield(%) | 0.00 | 4.93 | 4.86 | 3.78 | 3.36 | 3.07 | 2.13 | … | … | 1.60 | 5.32 | 4.67 | 4.49 | 3.62 | 3.48 | 3.93 | 2.05 | 3.40 | 1.59 | 0.00 | 1.56 | 4.81 | 4.63 | 0.44 | 0.00 | 0.00 | 0.00 | 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 06/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPAIX (Western Asset Income Fund Inc) |
-14.24%
Feb 2006 – Feb 2009 |
-9.79%
Mar 2004 – Mar 2009 |
-1.59%
Jul 1999 – Jul 2009 |
-0.01%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XPAIX (Western Asset Income Fund Inc) |
12.78%
Feb 2009 – Feb 2012 |
9.46%
Feb 2009 – Feb 2014 |
5.67%
Mar 2009 – Mar 2019 |
4.22%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart