WAIIX vs. VTSPX
Compare and contrast key facts about Western Asset Inflation Indexed Plus Bond Fund (WAIIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX).
WAIIX is managed by Franklin Templeton. It was launched on Feb 28, 2001. VTSPX is managed by Vanguard. It was launched on Oct 17, 2012.
Performance
WAIIX vs. VTSPX - Performance Comparison
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WAIIX vs. VTSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAIIX Western Asset Inflation Indexed Plus Bond Fund | 0.00% | 6.41% | 1.05% | 3.30% | -12.64% | 4.74% | 9.84% | 9.79% | -2.25% | 3.82% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 0.97% | 6.06% | 4.75% | 4.61% | -2.82% | 5.32% | 4.99% | 4.82% | 0.59% | 0.83% |
Returns By Period
Over the past 10 years, WAIIX has underperformed VTSPX with an annualized return of 2.13%, while VTSPX has yielded a comparatively higher 3.08% annualized return.
WAIIX
- 1D
- 0.64%
- 1M
- -1.56%
- YTD
- 0.00%
- 6M
- -0.03%
- 1Y
- 2.49%
- 3Y*
- 2.41%
- 5Y*
- 0.73%
- 10Y*
- 2.13%
VTSPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.97%
- 6M
- 1.36%
- 1Y
- 3.93%
- 3Y*
- 4.69%
- 5Y*
- 3.51%
- 10Y*
- 3.08%
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WAIIX vs. VTSPX - Expense Ratio Comparison
WAIIX has a 0.54% expense ratio, which is higher than VTSPX's 0.04% expense ratio.
Return for Risk
WAIIX vs. VTSPX — Risk / Return Rank
WAIIX
VTSPX
WAIIX vs. VTSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation Indexed Plus Bond Fund (WAIIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX). 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.
| WAIIX | VTSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 2.31 | -1.63 |
Sortino ratioReturn per unit of downside risk | 0.93 | 3.51 | -2.58 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.51 | -0.38 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 4.69 | -3.57 |
Martin ratioReturn relative to average drawdown | 3.97 | 14.73 | -10.76 |
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
| WAIIX | VTSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 2.31 | -1.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 1.32 | -1.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 1.39 | -1.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 1.05 | -0.42 |
Correlation
The correlation between WAIIX and VTSPX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WAIIX vs. VTSPX - Dividend Comparison
WAIIX's dividend yield for the trailing twelve months is around 3.33%, less than VTSPX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 3.58% | 3.81% | 2.70% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% | 0.00% |
Drawdowns
WAIIX vs. VTSPX - Drawdown Comparison
The maximum WAIIX drawdown since its inception was -16.55%, which is greater than VTSPX's maximum drawdown of -5.35%. Use the drawdown chart below to compare losses from any high point for WAIIX and VTSPX.
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Drawdown Indicators
| WAIIX | VTSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.55% | -5.35% | -11.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.13% | -0.92% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -5.35% | -10.64% |
Max Drawdown (10Y)Largest decline over 10 years | -15.99% | -5.35% | -10.64% |
Current DrawdownCurrent decline from peak | -3.48% | -0.28% | -3.20% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -1.02% | -2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.88% | 0.29% | +0.59% |
Volatility
WAIIX vs. VTSPX - Volatility Comparison
Western Asset Inflation Indexed Plus Bond Fund (WAIIX) has a higher volatility of 1.49% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) at 0.60%. This indicates that WAIIX's price experiences larger fluctuations and is considered to be riskier than VTSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAIIX | VTSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.49% | 0.60% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 2.41% | 0.96% | +1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 1.78% | +2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.39% | 2.67% | +3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.66% | 2.23% | +3.43% |