Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SGVSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS 1) | 0.32% | 5.94% | 4.70% | 0.34% | 1.74% | 2.65% | 3.62% | … | … |
Data as of 06/10/2026, Common starting date is 09/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SGVSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS 1) | 09/26/2000 | 06/10/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 5.94 | 4.70 | 0.34 | 1.74 | 2.65 | 3.62 | … | … | 0.32 | 7.99 | 3.40 | 4.17 | -13.56 | 1.05 | 2.54 | 6.33 | 2.34 | 5.05 | 1.33 | 2.27 | 6.74 | 1.96 | 7.96 | 6.65 | 9.34 | 9.04 | 0.63 | 4.35 | 4.29 | 2.52 | 3.76 | 1.31 | 12.30 | 66.94 | 15.68 |
| Sharpe Ratio | NA | 0.68 | 0.22 | -0.33 | 0.02 | NA | NA | … | … | -0.45 | 1.00 | -0.04 | 0.06 | -1.91 | 0.44 | 0.59 | 1.77 | 0.31 | 1.40 | 0.45 | 0.72 | 2.50 | 0.63 | 2.02 | 2.63 | 3.14 | 2.57 | -0.05 | 0.33 | 0.27 | 0.09 | 0.79 | 0.15 | 2.40 | 4.13 | 4.45 |
| Standard Deviation(%) | NA | 4.27 | 6.20 | 6.62 | 5.16 | NA | NA | … | … | 4.57 | 5.13 | 6.05 | 9.05 | 7.87 | 2.32 | 3.88 | 2.74 | 3.05 | 3.14 | 2.46 | 3.10 | 2.69 | 3.04 | 3.95 | 2.52 | 2.94 | 3.47 | 6.31 | 3.68 | 3.25 | 2.74 | 3.53 | 4.01 | 4.65 | 15.95 | 15.76 |
| Draw Down(%) | NA | 2.82 | 7.90 | 19.43 | 19.43 | NA | NA | … | … | 2.82 | 3.21 | 3.90 | 10.29 | 17.15 | 1.40 | 7.38 | 1.17 | 1.77 | 1.50 | 3.17 | 1.66 | 1.22 | 2.83 | 1.83 | 1.50 | 1.95 | 1.80 | 3.75 | 3.01 | 2.46 | 2.22 | 3.87 | 5.03 | 2.05 | 3.63 | 1.15 |
| Yield(%) | 0.00 | 4.90 | 4.85 | 3.73 | 3.83 | 4.00 | 4.41 | … | … | 1.75 | 5.23 | 4.89 | 4.57 | 3.51 | 2.88 | 3.61 | 4.74 | 5.50 | 4.11 | 3.74 | 3.81 | 4.37 | 3.97 | 4.58 | 4.34 | 3.72 | 3.50 | 3.83 | 5.02 | 4.83 | 3.80 | 3.89 | 3.20 | 6.08 | 49.33 | 11.68 |
Data as of 06/10/2026, Common starting date is 09/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGVSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS 1) |
-5.64%
Oct 2020 – Oct 2023 |
-1.45%
Oct 2018 – Oct 2023 |
0.65%
Oct 2013 – Oct 2023 |
2.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SGVSX (WESTERN ASSET MORTGAGE BACKED SECURITIES FUND CLASS 1) |
29.27%
Oct 2000 – Oct 2003 |
18.02%
Oct 2000 – Oct 2005 |
11.80%
Oct 2000 – Oct 2010 |
9.51%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison Chart