Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) | 1.43% | 5.53% | 0.03% | -1.72% | 1.30% | 2.79% | NA | 3.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) | 08/06/2008 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/06/2008.
AR inception is since 08/06/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 5.53 | 0.03 | -1.72 | 1.30 | 2.79 | NA | 3.42 | 1.43 | -1.14 | 6.95 | -18.83 | -2.49 | 7.99 | 12.33 | -1.46 | 7.31 | 5.64 | 1.32 | 7.76 | -0.97 | 8.56 | 6.75 | 9.67 | 16.71 | -7.17 |
| Sharpe Ratio | NA | -0.14 | -0.51 | -0.59 | -0.06 | NA | NA | 0.40 | 0.30 | -1.18 | 0.29 | -2.03 | -0.58 | 1.08 | 2.70 | -0.74 | 2.03 | 1.46 | 0.32 | 3.02 | -0.29 | 3.57 | 1.84 | 2.42 | 2.63 | -1.51 |
| Standard Deviation(%) | NA | 5.78 | 8.53 | 7.37 | 6.16 | NA | NA | 5.63 | 5.69 | 6.54 | 9.33 | 10.02 | 4.37 | 7.13 | 4.05 | 3.79 | 3.30 | 3.72 | 4.08 | 2.57 | 3.45 | 2.40 | 3.66 | 3.95 | 6.31 | 11.42 |
| Draw Down(%) | NA | 6.12 | 13.49 | 26.50 | 26.50 | NA | NA | 26.50 | 3.22 | 5.17 | 11.58 | 24.13 | 5.04 | 11.90 | 2.13 | 4.11 | 1.69 | 3.98 | 3.06 | 1.28 | 5.47 | 1.06 | 1.70 | 3.05 | 9.17 | 16.63 |
| Yield(%) | 0.00 | 3.28 | 3.46 | 2.89 | 3.55 | 3.88 | 3.29 | 4.12 | 0.00 | 4.23 | 4.35 | 2.79 | 2.60 | 2.85 | 5.36 | 3.84 | 3.45 | 5.84 | 3.12 | 3.64 | 3.16 | 3.33 | 3.58 | 3.31 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) |
-8.31%
Oct 2020 - Oct 2023 |
-2.22%
Jan 2020 - Jan 2025 |
1.02%
Oct 2013 - Oct 2023 |
2.90%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) |
13.73%
Feb 2009 - Feb 2012 |
9.65%
Feb 2009 - Feb 2014 |
6.79%
Feb 2009 - Feb 2019 |
4.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart