Performance analysis of WIA (Western Asset Inflation-Linked Income Fund)
Annual Return
Over the past 3 years, WIA has had an average annual return of +7.11%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, WIA has had an average annual return of -0.72%, underperforming the benchmark SPY, which returned +13.50% annual.
Over the past 10 years, WIA has had an average annual return of +3.75%, underperforming the benchmark SPY, which returned +15.42% annual.
Since Sep 29, 2003, WIA has had an average annual return of +3.06%, underperforming the benchmark SPY, which returned +11.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.98% | +11.40% | +6.07% | +5.01% | -25.84% | +7.78% | +19.41% | +18.98% | -6.84% | +6.40% | +12.39% | -5.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +5.24% | -10.27% | +6.57% | +2.51% | +8.12% | +18.64% | -0.75% | +9.04% | +0.05% | -2.94% | -6.25% | +1.67% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.51% | +0.98% | -1.90% | +1.14% | +0.83% | -0.56% | +0.98% | ||||||
| 2025 | +2.25% | +2.71% | +1.17% | +0.22% | -0.82% | +3.20% | -0.21% | +1.71% | +0.62% | +0.02% | +1.11% | -1.04% | +11.40% |
| 2024 | +1.49% | -1.22% | +1.88% | -2.58% | +2.92% | -0% | +1.38% | +2.34% | +4.76% | -2.57% | +0.62% | -2.78% | +6.07% |
| 2023 | +5.81% | -4.31% | +2.10% | +0.93% | -2.42% | -0.14% | +3.03% | -1.65% | -3.66% | +0.13% | +2.96% | +2.64% | +5.01% |
| 2022 | -7.48% | -0.16% | -2.05% | -8.05% | +1.31% | -7.36% | +7.75% | -3.78% | -8.57% | -2.27% | +3.86% | -1.29% | -25.84% |
| 2021 | -6.02% | +0.94% | -0.45% | +3.06% | +6.64% | +0.32% | +1.96% | -0.98% | -0.98% | +1.34% | +1.39% | +0.79% | +7.78% |
| 2020 | +2.76% | -0.05% | -15.00% | +4.42% | +4.53% | +3.59% | +7.64% | +1.26% | -4.47% | +1.72% | +6.81% | +6.93% | +19.41% |
| 2019 | +3.83% | +0.68% | +2.23% | -0.32% | +1.30% | +3.87% | -0.13% | +0.90% | -0.39% | +1.68% | +2.08% | +1.88% | +18.98% |
| 2018 | +0.63% | -1.32% | -0.65% | -0.14% | -0.66% | +0.83% | +0.39% | +0.47% | -1.44% | -4.94% | +0.51% | -0.62% | -6.84% |
| 2017 | -0.42% | +2.22% | -0.66% | -0.77% | +0.13% | -0.31% | +1.82% | +0.74% | +0.55% | +0.39% | +0.82% | +1.76% | +6.40% |
Drawdown analysis of WIA (Western Asset Inflation-Linked Income Fund)
The maximum drawdown for the WIA was -30.29%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current WIA drawdown is -7.90%.
Since Sep 29, 2003 WIA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.29% | Dec 8, 2021 | 219 | Oct 21, 2022 | Ongoing | Ongoing | Ongoing |
| -28.56% | Jul 10, 2008 | 65 | Oct 10, 2008 | 179 | Jun 29, 2009 | 244 |
| -26.35% | Feb 21, 2020 | 21 | Mar 23, 2020 | 85 | Jul 23, 2020 | 106 |
| -18.34% | Apr 1, 2004 | 60 | Jun 29, 2004 | 905 | Feb 1, 2008 | 965 |
| -17.35% | Apr 8, 2013 | 616 | Sep 16, 2015 | 566 | Dec 13, 2017 | 1182 |
| -9.75% | Jan 12, 2018 | 239 | Dec 26, 2018 | 121 | Jun 20, 2019 | 360 |
| -8.00% | Aug 27, 2020 | 26 | Oct 5, 2020 | 36 | Nov 24, 2020 | 62 |
| -7.74% | Nov 9, 2010 | 24 | Dec 14, 2010 | 92 | Apr 27, 2011 | 116 |
| -6.68% | Dec 31, 2020 | 56 | Mar 24, 2021 | 32 | May 10, 2021 | 88 |
| -6.16% | May 6, 2011 | 111 | Oct 13, 2011 | 85 | Feb 15, 2012 | 196 |
| -4.69% | Jul 29, 2021 | 42 | Sep 28, 2021 | 43 | Nov 29, 2021 | 85 |
| -4.46% | May 12, 2010 | 46 | Jul 19, 2010 | 29 | Aug 27, 2010 | 75 |
| -4.30% | Feb 4, 2008 | 9 | Feb 15, 2008 | 58 | May 9, 2008 | 67 |
| -3.76% | Feb 3, 2010 | 36 | Mar 26, 2010 | 13 | Apr 15, 2010 | 49 |
| -3.55% | Dec 22, 2003 | 4 | Dec 29, 2003 | 15 | Jan 21, 2004 | 19 |
| -3.43% | Nov 29, 2021 | 4 | Dec 3, 2021 | 3 | Dec 8, 2021 | 7 |
| -3.19% | Dec 1, 2009 | 8 | Dec 11, 2009 | 33 | Feb 1, 2010 | 41 |
| -3.09% | Dec 24, 2020 | 3 | Dec 30, 2020 | 1 | Dec 31, 2020 | 4 |
| -2.88% | Jun 2, 2021 | 15 | Jun 23, 2021 | 9 | Jul 7, 2021 | 24 |
| -2.77% | Oct 23, 2003 | 5 | Oct 30, 2003 | 26 | Dec 8, 2003 | 31 |
| -2.66% | May 17, 2021 | 6 | May 25, 2021 | 1 | May 26, 2021 | 7 |
| -2.61% | Nov 12, 2012 | 3 | Nov 15, 2012 | 66 | Feb 22, 2013 | 69 |
| -2.54% | Sep 1, 2009 | 6 | Sep 10, 2009 | 23 | Oct 13, 2009 | 29 |
| -2.44% | Aug 14, 2019 | 21 | Sep 13, 2019 | 14 | Oct 3, 2019 | 35 |
| -2.43% | Jul 1, 2009 | 4 | Jul 8, 2009 | 6 | Jul 16, 2009 | 10 |