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WBND: Western Asset Total Return ETF (ETF)
Basic Info 19.58 0.08(0.41%) April 23
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (0%) |
Start Date: | 10/04/2018 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 2.79% |
Expenses | 0.45% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 10/04/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -4.2 | -1.2 | -7.3 | -1.7 | -0.5 | 6.3 | -21.2 | -4.0 | 10.0 | 13.6 | 1.1 |
Sharpe Ratio | NA | -2.1 | -0.58 | -1.11 | -0.4 | -0.26 | 0.22 | -2.14 | -0.91 | 0.91 | 2.81 | 0.86 |
Draw Down(%) | NA | 5.0 | 8.8 | 29.2 | 29.8 | 29.8 | 10.1 | 26.9 | 4.9 | 15.7 | 1.6 | 1.2 |
Standard Deviation(%) | NA | 8.6 | 8.8 | 8.7 | 8.5 | 8.2 | 9.0 | 10.6 | 4.4 | 10.7 | 4.3 | 3.6 |
Treynor Ratio | NA | -0.14 | -0.05 | -0.09 | -0.03 | -0.02 | 0.02 | -0.21 | -0.04 | 0.07 | 0.18 | 0.08 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | 0.02 | 0.0 |
Beta | NA | 1.26 | 1.12 | 1.08 | 1.11 | 1.1 | 1.08 | 1.07 | 0.91 | 1.44 | 0.69 | 0.39 |
RSquared | NA | 0.81 | 0.83 | 0.77 | 0.66 | 0.64 | 0.84 | 0.74 | 0.61 | 0.5 | 0.28 | 0.06 |
Yield(%) | N/A | 1.2 | 3.9 | 2.7 | 3.9 | N/A | 3.2 | 2.3 | 3.1 | 5.1 | 6.1 | 0.6 |
Dividend Growth(%) | N/A | -63.1 | 68.8 | N/A | N/A | N/A | 8.3 | -31.8 | -35.8 | -11.6 | 1007.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2018
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