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Western Asset Inflation Idxd Plus Bd I (WAIIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.27+0.01 (+0.11%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.02%
5-Year Average Return1.48%
Number of Years Up17
Number of Years Down5
Best 1 Yr Total Return (Apr 22, 2024)12.86%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return12.86%
Worst 3-Yr Total Return-2.72%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWAIIXCategory
YTD-0.33%2.01%
1-Month0.62%0.29%
3-Month-0.33%2.93%
1-Year-0.45%7.04%
3-Year-1.31%5.93%
5-Year1.83%3.88%
10-Year1.52%2.85%
Last Bull Market6.08%4.99%
Last Bear Market-6.62%3.43%

Annual Total Return (%) History

Year
WAIIXCategory
2024
N/AN/A
2023
3.29%N/A
2022
-12.63%N/A
2021
4.74%N/A
2020
9.84%10.01%
2019
9.79%7.92%
2018
-2.25%-1.64%
2017
3.82%2.72%
2016
2.40%4.59%
2015
-2.50%-2.36%
2014
2.83%1.80%
2013
-8.19%-7.85%
2012
6.75%6.45%
2011
12.81%10.93%
2010
5.67%5.94%
2009
12.86%10.88%
2008
-4.03%-4.08%
2007
10.20%9.86%
2006
1.71%0.09%
2005
2.74%2.09%
2004
8.46%7.48%
2003
8.15%7.15%
2002
16.28%14.81%
2001
N/A7.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.33%N/AN/AN/A
20233.42%-1.34%-3.55%4.96%
2022-3.19%-6.62%-5.43%2.20%
2021-2.00%3.54%1.19%2.01%
2020-1.14%5.41%3.38%1.96%
20193.75%2.98%1.65%1.08%
2018-0.90%0.48%-0.93%-0.91%
20171.51%-0.32%1.01%1.58%
20163.21%1.33%0.69%-2.77%
20151.43%-1.41%-1.51%-1.00%
20141.80%2.93%-1.54%-0.32%
2013-0.07%-7.03%0.85%-2.02%
20120.82%3.12%1.69%0.97%
20112.21%3.06%4.79%2.20%
20100.89%3.40%2.69%-1.35%
20093.28%2.97%3.77%2.27%
20084.76%-0.98%-5.36%-2.23%
20072.28%-1.04%4.33%4.36%
2006-1.75%0.43%3.92%-0.80%
2005-0.50%2.97%0.23%0.05%
20044.49%-3.14%4.01%3.05%
20032.43%3.26%0.40%1.85%
20021.26%5.62%8.00%0.66%
20011.59%2.29%-0.89%N/A

Rank In Category (By Total Return)

YTD86
1-Month64
3-Month86
1-Year81
3-Year81
5-Year85

Load Adjusted Returns

1-Year-0.45%
3-Year-1.31%
5-Year1.83%
10-Year1.52%