Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAURX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS R) | -0.44% | 2.63% | 4.51% | -0.89% | 1.40% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAURX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS R) | 05/03/2012 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 2.63 | 4.51 | -0.89 | 1.40 | NA | NA | … | … | -0.44 | 6.49 | 2.15 | 6.85 | -14.33 | -4.26 | 4.62 | 8.04 | -3.29 | 7.18 | 4.84 | -0.28 | 1.95 | 0.33 | 3.62 |
| Sharpe Ratio | NA | -0.15 | 0.35 | -0.79 | -0.06 | NA | NA | … | … | -1.48 | 1.30 | -0.42 | 0.60 | -2.75 | -1.36 | 0.64 | 2.38 | -1.51 | 2.50 | 1.54 | -0.12 | 0.97 | 0.19 | 4.14 |
| Standard Deviation(%) | NA | 2.36 | 3.66 | 4.27 | 4.12 | NA | NA | … | … | 2.55 | 2.78 | 3.50 | 5.32 | 5.76 | 3.15 | 6.77 | 2.76 | 3.10 | 2.62 | 3.00 | 2.58 | 1.99 | 1.53 | 1.33 |
| Draw Down(%) | NA | 2.38 | 5.07 | 21.31 | 21.53 | NA | NA | … | … | 2.38 | 1.74 | 2.73 | 5.10 | 18.04 | 4.35 | 13.78 | 1.26 | 6.03 | 1.11 | 4.11 | 2.42 | 2.61 | 2.63 | 0.77 |
| Yield(%) | 0.00 | 3.60 | 3.39 | 2.02 | 2.41 | 2.17 | 1.63 | … | … | 0.00 | 3.88 | 4.13 | 2.03 | 0.48 | 1.68 | 1.37 | 3.86 | 2.94 | 3.16 | 2.59 | 2.52 | 3.00 | 1.17 | 0.91 |
Data as of 06/09/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAURX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS R) |
-5.55%
Oct 2019 – Oct 2022 |
-2.54%
Oct 2017 – Oct 2022 |
0.01%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAURX (WESTERN ASSET TOTAL RETURN UNCONSTRAINED FUND CLASS R) |
5.97%
Oct 2022 – Oct 2025 |
4.58%
Feb 2016 – Feb 2021 |
1.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart