SHRAX vs. WAIIX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Western Asset Inflation Indexed Plus Bond Fund (WAIIX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. WAIIX is managed by Franklin Templeton. It was launched on Feb 28, 2001.
Performance
SHRAX vs. WAIIX - Performance Comparison
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SHRAX vs. WAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -7.17% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
WAIIX Western Asset Inflation Indexed Plus Bond Fund | -0.11% | 6.41% | 1.05% | 3.30% | -12.64% | 4.74% | 9.84% | 9.79% | -2.25% | 3.82% |
Returns By Period
In the year-to-date period, SHRAX achieves a -7.17% return, which is significantly lower than WAIIX's -0.11% return. Over the past 10 years, SHRAX has outperformed WAIIX with an annualized return of 7.12%, while WAIIX has yielded a comparatively lower 2.12% annualized return.
SHRAX
- 1D
- 3.40%
- 1M
- -6.68%
- YTD
- -7.17%
- 6M
- -8.75%
- 1Y
- 13.06%
- 3Y*
- 10.93%
- 5Y*
- 1.80%
- 10Y*
- 7.12%
WAIIX
- 1D
- -0.11%
- 1M
- -1.46%
- YTD
- -0.11%
- 6M
- -0.24%
- 1Y
- 2.49%
- 3Y*
- 2.37%
- 5Y*
- 0.66%
- 10Y*
- 2.12%
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SHRAX vs. WAIIX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than WAIIX's 0.54% expense ratio.
Return for Risk
SHRAX vs. WAIIX — Risk / Return Rank
SHRAX
WAIIX
SHRAX vs. WAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Western Asset Inflation Indexed Plus Bond Fund (WAIIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| SHRAX | WAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.56 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.78 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.10 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.88 | +0.07 |
Martin ratioReturn relative to average drawdown | 3.02 | 3.09 | -0.07 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHRAX | WAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.56 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.10 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.38 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.63 | -0.19 |
Correlation
The correlation between SHRAX and WAIIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SHRAX vs. WAIIX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 23.99%, more than WAIIX's 3.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 23.99% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
WAIIX Western Asset Inflation Indexed Plus Bond Fund | 3.33% | 4.12% | 3.44% | 2.80% | 6.69% | 12.25% | 1.38% | 2.18% | 2.82% | 2.03% | 1.30% | 0.37% |
Drawdowns
SHRAX vs. WAIIX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than WAIIX's maximum drawdown of -16.55%. Use the drawdown chart below to compare losses from any high point for SHRAX and WAIIX.
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Drawdown Indicators
| SHRAX | WAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -16.55% | -40.71% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -3.13% | -11.46% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -15.99% | -17.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -15.99% | -17.78% |
Current DrawdownCurrent decline from peak | -11.69% | -3.59% | -8.10% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -3.83% | -7.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 0.89% | +3.73% |
Volatility
SHRAX vs. WAIIX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 7.07% compared to Western Asset Inflation Indexed Plus Bond Fund (WAIIX) at 1.49%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than WAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHRAX | WAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 1.49% | +5.58% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 2.41% | +11.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 4.27% | +18.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 6.39% | +14.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 5.66% | +15.19% |