Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAAXX (Western Asset Premier Institutional Liquid Reserves Capital Shares) | 1.44% | 3.62% | 4.51% | 2.79% | NA | NA | NA | 2.98% |
Data as of 08/04/2025, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAAXX (Western Asset Premier Institutional Liquid Reserves Capital Shares) | 11/05/2019 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.62 | 4.51 | 2.79 | NA | NA | NA | 2.98 | 1.44 | 4.58 | 5.32 | 1.73 | 0.10 | 0.68 | 0.30 |
| Sharpe Ratio | NA | 0.40 | 0.85 | 0.67 | NA | NA | NA | 0.71 | -0.60 | -1.45 | 0.73 | 0.54 | 2.52 | 1.78 | 1.87 |
| Standard Deviation(%) | NA | 1.16 | 1.32 | 1.04 | NA | NA | NA | 0.98 | 0.93 | 1.39 | 1.48 | 0.64 | 0.03 | 0.25 | 0.54 |
| Draw Down(%) | NA | 0.03 | 0.07 | 0.07 | NA | NA | NA | 0.07 | 0.00 | 0.03 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.49 | 4.39 | 2.75 | 1.46 | 0.97 | 0.73 | 2.92 | 1.43 | 5.23 | 5.17 | 1.71 | 0.11 | 0.67 | 0.30 |
Data as of 08/04/2025, AR inception is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAAXX (Western Asset Premier Institutional Liquid Reserves Capital Shares) |
0.84%
Dec 2019 - Dec 2022 |
2.62%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAAXX (Western Asset Premier Institutional Liquid Reserves Capital Shares) |
4.61%
Apr 2022 - Apr 2025 |
2.82%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart