Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XWIWX (Western Asset/Claymore Inflation-Linked Opportunity & Income Fund) 2.49% 6.90% 4.98% 0.97% 2.84% 1.71% 1.52%
Data as of 06/03/2026, Common starting date is 03/18/2004
More Performance Analytics Comparison
Name Start Date End Date
XWIWX (Western Asset/Claymore Inflation-Linked Opportunity & Income Fund) 03/18/2004 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
Annualized Return (%) 0.32 6.90 4.98 0.97 2.84 1.71 1.52 2.49 9.42 0.68 5.20 -18.34 11.71 10.73 11.46 -4.69 5.55 1.64 -5.93 0.88 -8.71 4.70 7.46 2.55 13.61 -15.82 3.84 -3.19 -3.51 -5.62
Sharpe Ratio NA 1.21 0.31 -0.19 0.17 NA NA 0.98 1.46 -0.51 0.17 -1.60 1.65 0.95 2.18 -1.29 1.18 0.28 -1.11 0.21 -1.58 0.36 1.24 0.43 1.67 -1.45 0.13 -1.39 -0.98 -1.03
Standard Deviation(%) NA 3.61 6.14 8.15 7.40 NA NA 3.76 4.48 5.74 9.24 12.42 7.09 10.96 4.57 4.74 4.18 5.06 5.37 4.11 5.52 13.09 5.99 5.72 8.08 11.53 5.30 4.79 5.90 7.89
Draw Down(%) NA 2.35 7.12 21.76 21.76 NA NA 2.35 3.25 4.73 8.20 21.65 3.67 18.65 2.08 6.23 2.62 6.05 9.02 6.50 11.10 9.83 3.29 5.76 6.45 25.76 3.92 5.96 5.39 10.42
Yield(%) 0.00 7.83 7.46 7.06 5.04 3.50 2.75 3.27 7.90 7.22 8.58 7.66 10.24 3.02 1.51 3.07 1.17 0.00 0.26 3.07 2.74 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 03/18/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWIWX (Western Asset/Claymore Inflation-Linked Opportunity & Income Fund) -7.41%
Nov 2005 – Nov 2008
-2.81%
Apr 2004 – Apr 2009
-0.50%
Sep 2005 – Sep 2015
-0.27%
Mar 2005 – Mar 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWIWX (Western Asset/Claymore Inflation-Linked Opportunity & Income Fund) 11.30%
Dec 2018 – Dec 2021
6.76%
Dec 2016 – Dec 2021
3.15%
Feb 2016 – Feb 2026
2.33%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return