Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
XWIAX (Western Asset/Claymore Inflation-Linked Securities & Income Fund) 1.67% 6.24% 4.57% -0.44% 2.24% 1.55% 1.42%
Data as of 06/08/2026, Common starting date is 10/15/2003
More Performance Analytics Comparison
Name Start Date End Date
XWIAX (Western Asset/Claymore Inflation-Linked Securities & Income Fund) 10/15/2003 06/08/2026
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
Annualized Return (%) -0.77 6.24 4.57 -0.44 2.24 1.55 1.42 1.67 9.29 0.61 4.65 -19.47 7.48 11.17 11.72 -3.93 5.71 1.36 -5.38 3.43 -8.29 4.17 7.53 2.33 11.93 -14.20 4.29 -4.96 -6.44 1.05 1.42
Sharpe Ratio NA 0.91 0.23 -0.37 0.09 NA NA 0.38 1.46 -0.54 0.11 -1.64 1.24 1.01 2.18 -1.13 1.21 0.25 -0.98 0.82 -1.46 0.31 1.24 0.39 1.38 -1.34 0.21 -1.65 -1.36 0.01 0.79
Standard Deviation(%) NA 3.58 6.04 7.99 7.29 NA NA 3.73 4.42 5.59 9.09 12.78 6.01 10.73 4.69 4.72 4.20 4.67 5.50 4.15 5.69 13.28 6.07 5.72 8.59 11.30 5.53 5.09 6.38 7.66 7.96
Draw Down(%) NA 2.38 7.25 23.23 23.23 NA NA 2.38 3.23 4.65 8.33 22.69 4.05 18.06 1.79 5.21 2.71 5.78 8.96 4.14 11.17 9.99 3.39 5.82 5.38 23.65 4.14 6.77 8.53 8.61 2.34
Yield(%) 0.00 6.88 6.90 6.79 5.12 3.64 2.88 2.86 6.94 6.36 9.06 9.54 9.91 5.76 1.42 3.18 1.11 0.00 0.24 2.91 2.61 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/08/2026, Common starting date is 10/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWIAX (Western Asset/Claymore Inflation-Linked Securities & Income Fund) -6.92%
Nov 2005 – Nov 2008
-5.48%
Feb 2004 – Feb 2009
-0.83%
Mar 2004 – Mar 2014
-0.35%
Mar 2004 – Mar 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
XWIAX (Western Asset/Claymore Inflation-Linked Securities & Income Fund) 10.11%
Dec 2018 – Dec 2021
6.27%
Dec 2016 – Dec 2021
2.62%
Feb 2016 – Feb 2026
2.35%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return