Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WADXX (Western Asset Premier Institutional U.S. Treasury Reserves Capital Shares) | 2.14% | 4.24% | 4.56% | 2.78% | NA | NA | NA | 2.91% |
Data as of 08/04/2025, AR inception is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WADXX (Western Asset Premier Institutional U.S. Treasury 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 | 4.24 | 4.56 | 2.78 | NA | NA | NA | 2.91 | 2.14 | 4.45 | 5.08 | 1.50 | 0.02 | 0.40 | 0.26 |
| Sharpe Ratio | NA | 0.81 | 0.89 | 0.65 | NA | NA | NA | 0.65 | 0.51 | -1.59 | 0.59 | 0.21 | -1.04 | 0.86 | 1.61 |
| Standard Deviation(%) | NA | 1.34 | 1.34 | 1.05 | NA | NA | NA | 0.98 | 1.31 | 1.35 | 1.41 | 0.57 | 0.01 | 0.19 | 0.47 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.80 | 4.34 | 2.66 | 1.40 | 0.93 | 0.70 | 2.79 | 1.77 | 5.09 | 4.95 | 1.49 | 0.00 | 0.39 | 0.26 |
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 |
|---|---|---|---|---|
| WADXX (Western Asset Premier Institutional U.S. Treasury Reserves Capital Shares) |
0.64%
Dec 2019 - Dec 2022 |
2.42%
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 |
|---|---|---|---|---|
| WADXX (Western Asset Premier Institutional U.S. Treasury Reserves Capital Shares) |
4.63%
May 2022 - May 2025 |
2.78%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart