Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XWAMX (Western Asset Middle Mkt Debt Fd Inc) | NA | -3.13% | 3.54% | 8.60% | NA | NA | NA | … | … |
Data as of 01/28/2021, Common starting date is 12/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XWAMX (Western Asset Middle Mkt Debt Fd Inc) | 12/26/2012 | 01/28/2021 |
| 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.13 | 3.54 | 8.60 | NA | NA | NA | … | … | 0.00 | -2.13 | 14.35 | 1.78 | 6.96 | 20.65 | -12.74 | -7.36 | 3.24 | 0.01 |
| Sharpe Ratio | NA | -0.30 | 0.36 | 1.25 | NA | NA | NA | … | … | 0.00 | -0.21 | 3.08 | 0.12 | 1.72 | 3.56 | -3.34 | -1.71 | 0.71 | 2.09 |
| Standard Deviation(%) | NA | 10.95 | 7.17 | 6.27 | NA | NA | NA | … | … | NA | 10.97 | 4.21 | 4.02 | 3.70 | 5.74 | 3.82 | 4.31 | 4.53 | 0.39 |
| Draw Down(%) | NA | 23.93 | 24.17 | 24.17 | NA | NA | NA | … | … | 0.00 | 24.17 | 1.84 | 8.31 | 2.39 | 5.84 | 16.41 | 11.79 | 4.15 | 0.02 |
| Yield(%) | 0.00 | 8.28 | 9.37 | 11.01 | 5.22 | 3.48 | 2.61 | … | … | 0.00 | 8.35 | 12.46 | 9.42 | 13.07 | 9.35 | 10.56 | 2.18 | 2.27 | 0.00 |
Data as of 01/28/2021, Common starting date is 12/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XWAMX (Western Asset Middle Mkt Debt Fd Inc) |
-7.68%
Feb 2013 – Feb 2016 |
1.07%
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 |
|---|---|---|---|---|
| XWAMX (Western Asset Middle Mkt Debt Fd Inc) |
13.53%
Feb 2016 – Feb 2019 |
8.01%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart