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 |
|---|---|---|---|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) | 1.43% | 4.46% | -0.18% | -2.18% | 0.82% | 2.39% | 3.36% | 3.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) | 07/23/2001 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 07/23/2001.
AR inception is since 07/23/2001.
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 4.46 | -0.18 | -2.18 | 0.82 | 2.39 | 3.36 | 3.03 | 1.43 | -1.47 | 6.50 | -19.15 | -2.89 | 7.48 | 11.87 | -1.86 | 6.86 | 4.03 | 0.99 | 7.35 | -1.31 | 8.25 | 6.37 | 11.59 | 25.49 | -8.33 | 2.71 | 6.54 | 2.29 | 5.83 | 6.46 | 1.80 | -10.70 |
| Sharpe Ratio | NA | -0.21 | -0.55 | -0.65 | -0.14 | NA | NA | 0.29 | 0.29 | -1.24 | 0.24 | -2.08 | -0.68 | 1.01 | 2.61 | -0.83 | 1.94 | 1.08 | 0.23 | 2.94 | -0.39 | 3.49 | 1.78 | 2.78 | 3.80 | -1.04 | -0.07 | 0.85 | 0.04 | 1.16 | 1.18 | 0.16 | -1.34 |
| Standard Deviation(%) | NA | 5.83 | 8.50 | 7.31 | 6.12 | NA | NA | 5.84 | 5.83 | 6.50 | 9.31 | 9.90 | 4.27 | 7.12 | 4.01 | 3.83 | 3.22 | 3.54 | 4.14 | 2.49 | 3.40 | 2.37 | 3.57 | 4.13 | 6.68 | 8.91 | 4.22 | 3.88 | 3.23 | 4.24 | 4.90 | 4.43 | 18.58 |
| Draw Down(%) | NA | 6.29 | 13.55 | 27.06 | 27.06 | NA | NA | 27.06 | 3.22 | 5.34 | 11.74 | 24.38 | 5.11 | 11.90 | 2.13 | 4.51 | 1.73 | 4.17 | 3.21 | 1.20 | 5.48 | 1.06 | 1.61 | 3.07 | 8.42 | 18.28 | 2.92 | 2.61 | 3.27 | 4.88 | 5.96 | 5.21 | 16.14 |
| Yield(%) | 0.00 | 3.01 | 3.16 | 2.55 | 3.09 | 3.46 | 4.04 | 3.65 | 0.00 | 3.90 | 3.93 | 2.45 | 2.21 | 2.45 | 4.94 | 3.45 | 2.93 | 4.38 | 2.71 | 3.25 | 2.82 | 3.03 | 3.31 | 5.00 | 7.88 | 6.81 | 5.92 | 4.71 | 5.07 | 4.10 | 3.47 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) |
-8.65%
Oct 2020 - Oct 2023 |
-2.59%
Jan 2020 - Jan 2025 |
0.51%
Oct 2013 - Oct 2023 |
2.50%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) |
16.76%
Feb 2009 - Feb 2012 |
11.27%
Nov 2008 - Nov 2013 |
7.23%
Feb 2009 - Feb 2019 |
5.73%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart