Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) | 1.54% | 5.72% | 0.06% | -2.12% | 0.55% | NA | NA | 1.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) | 04/30/2012 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 04/30/2012.
AR inception is since 04/30/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.74 | 5.72 | 0.06 | -2.12 | 0.55 | NA | NA | 1.25 | 1.54 | 0.23 | 5.13 | -17.47 | -2.78 | 6.76 | 9.69 | -1.39 | 4.57 | 3.27 | 0.52 | 6.71 | -2.40 | 3.55 |
| Sharpe Ratio | NA | -0.06 | -0.58 | -0.72 | -0.22 | NA | NA | -0.03 | 0.18 | -1.05 | 0.11 | -2.12 | -0.71 | 1.12 | 2.63 | -0.93 | 1.25 | 0.91 | 0.13 | 2.63 | -0.70 | 2.33 |
| Standard Deviation(%) | NA | 5.75 | 7.74 | 6.66 | 5.47 | NA | NA | 5.00 | 6.00 | 6.06 | 8.36 | 8.93 | 3.95 | 5.79 | 3.14 | 2.93 | 3.16 | 3.37 | 3.91 | 2.55 | 3.49 | 2.28 |
| Draw Down(%) | NA | 5.47 | 12.37 | 25.19 | 25.19 | NA | NA | 25.19 | 3.10 | 4.56 | 10.56 | 22.07 | 4.57 | 9.32 | 1.97 | 3.47 | 1.64 | 4.51 | 3.11 | 1.30 | 5.55 | 1.05 |
| Yield(%) | 0.00 | 3.35 | 2.76 | 2.04 | 2.14 | 1.88 | 1.41 | 2.35 | 0.00 | 4.04 | 3.10 | 1.78 | 1.32 | 1.81 | 3.15 | 2.15 | 1.70 | 1.71 | 1.99 | 2.43 | 2.06 | 1.14 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) |
-8.30%
Oct 2020 - Oct 2023 |
-2.25%
Jan 2020 - Jan 2025 |
0.07%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) |
5.58%
Jul 2017 - Jul 2020 |
4.64%
Nov 2015 - Nov 2020 |
1.45%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart