Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAFAX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS A) | 0.85% | 4.12% | 2.97% | -1.27% | 1.31% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAFAX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS A) | 05/03/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 4.12 | 2.97 | -1.27 | 1.31 | NA | NA | … | … | 0.85 | 6.14 | 0.85 | 2.91 | -12.89 | -2.27 | 9.58 | 10.52 | -2.60 | 3.44 | 2.28 | -2.72 | 2.54 | -8.52 | 3.14 |
| Sharpe Ratio | NA | 0.30 | -0.08 | -0.55 | -0.05 | NA | NA | … | … | -0.35 | 0.74 | -0.53 | -0.10 | -1.61 | -0.28 | 1.28 | 2.07 | -1.20 | 0.78 | 0.46 | -0.51 | 0.63 | -1.59 | 1.18 |
| Standard Deviation(%) | NA | 3.44 | 5.35 | 7.01 | 6.03 | NA | NA | … | … | 3.59 | 4.44 | 5.25 | 7.50 | 8.94 | 8.09 | 7.27 | 4.37 | 3.33 | 3.58 | 4.49 | 5.37 | 4.00 | 5.39 | 4.05 |
| Draw Down(%) | NA | 2.21 | 5.78 | 21.84 | 21.84 | NA | NA | … | … | 2.21 | 3.16 | 4.02 | 7.49 | 14.89 | 7.84 | 10.58 | 2.51 | 3.72 | 2.07 | 5.38 | 6.19 | 3.48 | 10.65 | 2.11 |
| Yield(%) | 0.00 | 3.21 | 3.12 | 3.35 | 2.83 | 2.07 | 1.55 | … | … | 0.00 | 4.03 | 3.19 | 2.52 | 5.36 | 4.83 | 1.16 | 3.04 | 2.39 | 1.76 | 1.37 | 0.33 | 1.76 | 0.86 | 1.98 |
Data as of 06/11/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFAX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS A) |
-5.44%
Oct 2020 – Oct 2023 |
-1.28%
Dec 2020 – Dec 2025 |
-0.44%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAFAX (WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS A) |
8.29%
Nov 2018 – Nov 2021 |
4.94%
Nov 2016 – Nov 2021 |
1.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart