Performance analysis of PAI (Western Asset Investment Grade Income Fund)
Annual Return
Over the past 3 years, PAI has had an average annual return of +6.31%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, PAI has had an average annual return of +0.04%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, PAI has had an average annual return of +3.31%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, PAI has had an average annual return of +6.04%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.33% | +5.32% | +9.16% | +9.09% | -22.50% | +1.88% | +6.71% | +23.15% | -12.34% | +15.76% | +15.49% | +1.92% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +7.41% | -6.37% | +12.73% | +13.37% | +7.38% | +31.85% | -15.75% | -6.07% | +16.51% | -1.49% | +10.82% | +14.28% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +5.59% | +15.97% | +23.81% | -2.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.32% | +0.45% | -3.97% | +1.72% | -0.55% | -0.21% | -1.33% | ||||||
| 2025 | +1.46% | +1.92% | +0.57% | -3.24% | +0.59% | +5.12% | -0.59% | -1.77% | +2.40% | -1.54% | -0.37% | +0.93% | +5.32% |
| 2024 | +1.49% | -2.23% | +3.29% | -1.98% | +0.91% | +1.44% | +3.34% | +1.87% | +2.39% | -1.58% | -0.18% | +0.26% | +9.16% |
| 2023 | +7.48% | -2.79% | -0.18% | +1.23% | -2.77% | +0.14% | +1.69% | -0.88% | -2.87% | -4.47% | +8.58% | +4.48% | +9.09% |
| 2022 | -8.49% | -2.89% | -0.89% | -6.86% | +0.14% | -3.98% | +4.78% | -3.21% | -7.54% | +0.48% | +8.42% | -3.84% | -22.50% |
| 2021 | -1.47% | -3.68% | +1.45% | -0.22% | +1.57% | +2.73% | +0.56% | +1.38% | -0.92% | -0.53% | +7% | -5.45% | +1.88% |
| 2020 | +2.16% | -8.03% | -7.44% | +3.31% | +9.58% | +0.19% | +6.55% | -1.88% | +3.86% | -7.36% | +4.35% | +3.08% | +6.71% |
| 2019 | +11.70% | -1.91% | +3.27% | -0.28% | +1.43% | +0.86% | +5.03% | -0.97% | +6.12% | +1.05% | -0.38% | -3.98% | +23.15% |
| 2018 | -5.65% | -4.66% | -1.57% | +0.71% | -1.53% | +1.31% | -1.55% | +4.67% | -3.51% | -3.21% | +5.52% | -2.96% | -12.34% |
| 2017 | -1.14% | +4.96% | -1.23% | +1.51% | +0.80% | +1.74% | +4.01% | +4.84% | +2.07% | -2.81% | -1.21% | +1.52% | +15.76% |
Drawdown analysis of PAI (Western Asset Investment Grade Income Fund)
The maximum drawdown for the PAI was -38.96%, occurring on Nov 24, 2008. Recovery took 200 trading sessions.
The current PAI drawdown is -11.45%.
Since Nov 1, 1999 PAI has experienced the following drawdowns:
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.96% | Jun 1, 2007 | 375 | Nov 24, 2008 | 200 | Sep 11, 2009 | 575 |
| -33.71% | Dec 2, 2021 | 222 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -30.98% | Nov 15, 2019 | 86 | Mar 23, 2020 | 79 | Jul 15, 2020 | 165 |
| -22.02% | Nov 26, 2012 | 185 | Aug 21, 2013 | 672 | Apr 22, 2016 | 857 |
| -19.82% | Sep 28, 2017 | 273 | Oct 29, 2018 | 153 | Jun 11, 2019 | 426 |
| -13.79% | May 24, 2010 | 14 | Jun 14, 2010 | 309 | Sep 1, 2011 | 323 |
| -13.48% | Aug 30, 2016 | 52 | Nov 11, 2016 | 149 | Jun 19, 2017 | 201 |
| -10.99% | Mar 17, 2004 | 41 | May 14, 2004 | 84 | Sep 15, 2004 | 125 |
| -9.80% | Nov 9, 2012 | 4 | Nov 15, 2012 | 4 | Nov 21, 2012 | 8 |
| -9.55% | Sep 28, 2020 | 24 | Oct 30, 2020 | 202 | Aug 20, 2021 | 226 |
| -9.15% | Sep 24, 2002 | 21 | Oct 23, 2002 | 37 | Dec 16, 2002 | 58 |
| -8.91% | Jun 20, 2003 | 30 | Aug 4, 2003 | 77 | Nov 20, 2003 | 107 |
| -8.83% | Sep 30, 2009 | 22 | Oct 30, 2009 | 93 | Mar 17, 2010 | 115 |
| -8.29% | Sep 15, 2021 | 9 | Sep 28, 2021 | 38 | Nov 19, 2021 | 47 |
| -8.08% | Feb 10, 2005 | 29 | Mar 24, 2005 | 68 | Jun 30, 2005 | 97 |
| -8.04% | Sep 14, 2005 | 31 | Oct 27, 2005 | 97 | Mar 20, 2006 | 128 |
| -7.58% | Mar 20, 2006 | 69 | Jun 27, 2006 | 30 | Aug 9, 2006 | 99 |
| -7.15% | Jun 13, 2019 | 9 | Jun 26, 2019 | 57 | Sep 17, 2019 | 66 |
| -7.15% | Jun 3, 2002 | 39 | Jul 29, 2002 | 40 | Sep 24, 2002 | 79 |
| -7.01% | Sep 22, 2011 | 11 | Oct 7, 2011 | 19 | Nov 3, 2011 | 30 |
| -6.92% | Nov 10, 1999 | 36 | Jan 3, 2000 | 65 | Apr 5, 2000 | 101 |
| -6.56% | Sep 27, 2019 | 2 | Oct 1, 2019 | 33 | Nov 15, 2019 | 35 |
| -6.21% | Mar 16, 2001 | 29 | Apr 27, 2001 | 76 | Aug 15, 2001 | 105 |
| -5.88% | Apr 2, 2012 | 51 | Jun 14, 2012 | 24 | Jul 19, 2012 | 75 |
| -5.30% | Dec 23, 2011 | 16 | Jan 19, 2012 | 13 | Feb 7, 2012 | 29 |