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WATPX: Western Asset Inflation Indexed Plus Bd Ptf Fi (MUTUAL FUND)
Basic Info 9.34 0.05(0.53%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 07/24/2001 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 3.30% |
| Expenses | 0.82% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -0.7 | 0.5 | 3.8 | 2.8 | 0.0 | 1.9 | 1.7 | 2.0 | 1.7 | 6.2 | 1.0 | 2.7 | -12.9 | 4.6 | 9.4 | 9.5 | -2.6 | 3.8 | 1.9 | -2.7 | 2.5 | -8.6 | 6.2 | 12.3 | 4.9 | 11.4 | -11.3 | 4.8 | -2.1 | -3.5 | 0.2 | 0.3 | 9.6 | -1.5 |
| Sharpe Ratio | NA | -0.35 | 0.33 | -0.08 | -0.39 | 0.04 | NA | NA | 0.07 | 0.75 | -0.51 | -0.13 | -1.59 | 1.05 | 1.26 | 1.9 | -1.2 | 0.89 | 0.4 | -0.51 | 0.62 | -1.6 | 1.44 | 1.89 | 0.81 | 1.41 | -1.11 | 0.3 | -1.23 | -1.16 | -0.11 | -0.06 | 1.82 | -0.97 |
| Draw Down(%) | NA | 2.2 | 2.2 | 6.0 | 16.5 | 16.5 | NA | NA | 24.4 | 3.1 | 4.0 | 7.7 | 14.9 | 3.1 | 10.6 | 2.4 | 3.7 | 2.1 | 5.4 | 6.2 | 3.5 | 10.7 | 2.1 | 3.0 | 5.8 | 5.8 | 23.1 | 5.2 | 5.3 | 6.1 | 10.5 | 7.7 | 4.8 | 6.6 |
| Standard Deviation(%) | NA | 3.6 | 3.5 | 5.3 | 6.3 | 5.6 | NA | NA | 6.0 | 4.4 | 5.3 | 7.5 | 9.0 | 4.3 | 7.3 | 4.2 | 3.3 | 3.6 | 4.4 | 5.5 | 4.0 | 5.4 | 4.3 | 6.5 | 5.9 | 8.0 | 11.0 | 5.6 | 4.5 | 5.0 | 7.1 | 7.8 | 4.6 | 5.5 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.02 | 0.0 | NA | NA | 0.0 | 0.03 | -0.02 | -0.01 | -0.14 | 0.05 | 0.1 | 0.08 | -0.04 | 0.04 | 0.02 | -0.03 | 0.03 | -0.1 | 0.07 | 0.14 | 0.05 | 0.11 | -0.13 | 0.02 | -0.06 | -0.06 | -0.01 | 0.0 | 0.12 | -0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.02 | -0.01 | -0.02 | -0.03 | -0.03 | 0.0 | -0.01 |
| Beta | NA | 0.97 | 0.96 | 1.08 | 1.03 | 0.99 | NA | NA | 0.94 | 0.98 | 1.13 | 1.07 | 1.01 | 0.9 | 0.92 | 0.97 | 0.94 | 0.87 | 0.87 | 0.92 | 0.82 | 0.85 | 0.87 | 0.87 | 0.97 | 0.98 | 0.94 | 0.88 | 0.96 | 0.97 | 0.96 | 0.97 | 0.7 | 0.8 |
| RSquared | NA | 0.89 | 0.89 | 0.94 | 0.95 | 0.89 | NA | NA | 0.83 | 0.92 | 0.95 | 0.96 | 0.96 | 0.89 | 0.81 | 0.8 | 0.75 | 0.76 | 0.79 | 0.88 | 0.83 | 0.86 | 0.82 | 0.85 | 0.9 | 0.89 | 0.79 | 0.79 | 0.93 | 0.92 | 0.67 | 0.75 | 0.62 | 0.67 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 3.3 | 2.3 | 5.4 | 11.3 | 1.1 | 2.0 | 2.4 | 1.7 | 1.4 | 0.3 | 1.7 | 0.8 | 3.3 | 3.5 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 22.3 | 41.7 | -64.0 | -56.3 | 981.2 | -39.3 | -18.6 | 36.5 | 25.8 | 319.4 | -80.9 | 93.8 | -75.0 | 1.6 | 62.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2001
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