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WAIIX: WESTERN ASSET INFLATION INDEXED PLUS BOND FUND CLASS I (MUTUAL FUND)
Basic Info 9.55 0.04(0.42%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 03/29/2001 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.32% |
| Expenses | 0.82% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 0.6 | 3.9 | 3.1 | -1.0 | 1.6 | 1.6 | 2.3 | 2.0 | 6.4 | 1.0 | 3.3 | -12.7 | -1.9 | 9.8 | 9.8 | -2.3 | 4.2 | 2.2 | -2.5 | 2.8 | -8.2 | 6.7 | 12.8 | 5.6 | 12.9 | -5.7 | 4.9 | -2.1 | -3.5 | 0.2 | 0.3 | 9.6 | 1.4 |
| Sharpe Ratio | NA | 0.17 | 0.57 | 0.02 | -0.48 | 0.0 | NA | NA | 0.13 | 0.79 | -0.5 | -0.05 | -1.57 | -0.24 | 1.31 | 1.96 | -1.06 | 0.99 | 0.45 | -0.47 | 0.71 | -1.53 | 1.57 | 1.99 | 0.93 | 1.6 | -0.61 | 0.33 | -1.23 | -1.16 | -0.11 | -0.06 | 1.8 | -0.05 |
| Draw Down(%) | NA | 2.2 | 2.2 | 5.8 | 21.4 | 21.4 | NA | NA | 21.4 | 3.1 | 4.0 | 7.4 | 14.8 | 7.7 | 10.6 | 2.5 | 3.5 | 2.0 | 5.1 | 6.0 | 3.4 | 10.5 | 2.1 | 2.9 | 5.7 | 5.3 | 18.3 | 5.2 | 5.3 | 6.1 | 10.5 | 7.7 | 4.9 | 6.6 |
| Standard Deviation(%) | NA | 3.5 | 3.5 | 5.4 | 7.0 | 6.0 | NA | NA | 6.1 | 4.4 | 5.2 | 7.5 | 9.0 | 8.0 | 7.3 | 4.3 | 3.5 | 3.6 | 4.4 | 5.4 | 4.0 | 5.4 | 4.3 | 6.4 | 5.9 | 8.0 | 10.8 | 5.4 | 4.5 | 5.0 | 7.1 | 7.8 | 4.7 | 4.9 |
| Treynor Ratio | NA | 0.01 | 0.02 | 0.0 | -0.03 | 0.0 | NA | NA | 0.01 | 0.04 | -0.02 | 0.0 | -0.14 | -0.02 | 0.1 | 0.09 | -0.04 | 0.04 | 0.02 | -0.03 | 0.03 | -0.1 | 0.08 | 0.15 | 0.06 | 0.13 | -0.07 | 0.02 | -0.06 | -0.06 | -0.01 | 0.0 | 0.12 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | -0.02 | -0.03 | -0.03 | 0.0 | 0.0 |
| Beta | NA | 0.96 | 0.97 | 1.08 | 1.03 | 0.99 | NA | NA | 0.94 | 0.99 | 1.11 | 1.08 | 1.01 | 0.89 | 0.93 | 0.97 | 0.98 | 0.88 | 0.89 | 0.92 | 0.82 | 0.86 | 0.86 | 0.87 | 0.96 | 0.99 | 0.93 | 0.93 | 0.96 | 0.97 | 0.96 | 0.97 | 0.71 | 0.85 |
| RSquared | NA | 0.89 | 0.89 | 0.94 | 0.78 | 0.79 | NA | NA | 0.8 | 0.92 | 0.95 | 0.96 | 0.97 | 0.27 | 0.81 | 0.79 | 0.74 | 0.76 | 0.81 | 0.88 | 0.83 | 0.87 | 0.8 | 0.84 | 0.88 | 0.9 | 0.78 | 0.95 | 0.93 | 0.92 | 0.67 | 0.75 | 0.63 | 0.67 |
| Yield(%) | N/A | 0.0 | 3.3 | 3.3 | 3.5 | 3.0 | 2.6 | 2.8 | N/A | 4.2 | 3.4 | 2.8 | 5.5 | 5.1 | 1.5 | 2.3 | 2.7 | 2.1 | 1.5 | 0.4 | 1.9 | 1.0 | 3.5 | 4.0 | 2.9 | 1.2 | 5.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.4 |
| Dividend Growth(%) | N/A | -100.0 | -8.7 | -32.9 | 87.8 | 47.7 | N/A | N/A | N/A | 22.3 | 19.9 | -58.0 | 0.8 | 267.8 | -31.6 | -16.9 | 32.5 | 39.4 | 307.5 | -80.8 | 69.1 | -70.2 | -4.2 | 39.0 | 167.2 | -81.5 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2001
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