WACSX: WESTERN ASSET CORE BOND FUND CLASS IS (MUTUAL FUND)
Basic Info 10.29 0.01(0.10%) April 19
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 09/04/2008 |
| Last Dividend Date: | 03/28/2024 |
| 12-Mo. Yield | 3.99% |
| Expenses | 0.42% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -3.8 | -0.9 | -4.9 | -0.7 | 1.4 | 3.9 | 2.8 | 5.9 | -16.9 | -1.8 | 9.1 | 10.5 | -0.7 | 5.5 | 3.9 | 1.2 | 7.5 | -1.8 | 7.2 | 7.5 | 8.9 | 16.9 | -10.6 |
| Sharpe Ratio | NA | -2.1 | -0.66 | -0.9 | -0.32 | 0.08 | NA | 0.4 | 0.19 | -2.06 | -0.46 | 1.57 | 2.81 | -0.66 | 1.5 | 1.08 | 0.3 | 2.86 | -0.53 | 2.94 | 1.98 | 2.21 | 2.69 | -2.06 |
| Draw Down(%) | NA | 3.5 | 9.1 | 22.9 | 23.1 | 23.1 | NA | 23.1 | 10.1 | 21.7 | 4.5 | 9.4 | 1.9 | 3.2 | 1.7 | 4.2 | 3.1 | 1.3 | 5.3 | 1.1 | 1.5 | 2.9 | 11.2 | 18.9 |
| Standard Deviation(%) | NA | 7.0 | 8.0 | 7.6 | 6.7 | 5.2 | NA | 5.3 | 8.5 | 8.9 | 4.0 | 5.6 | 3.3 | 3.0 | 3.3 | 3.4 | 4.0 | 2.6 | 3.5 | 2.5 | 3.7 | 4.0 | 6.3 | 14.3 |
| Treynor Ratio | NA | -0.13 | -0.05 | -0.07 | -0.02 | 0.0 | NA | 0.03 | 0.02 | -0.18 | -0.02 | 0.1 | 0.1 | -0.02 | 0.05 | 0.05 | 0.01 | 0.1 | -0.02 | 0.1 | 0.11 | 0.14 | 0.31 | -0.6 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | -0.09 |
| Beta | NA | 1.13 | 1.1 | 1.03 | 1.01 | 0.98 | NA | 0.84 | 1.07 | 1.0 | 0.98 | 0.92 | 0.88 | 0.96 | 0.99 | 0.81 | 0.86 | 0.77 | 0.86 | 0.7 | 0.69 | 0.65 | 0.55 | 0.49 |
| RSquared | NA | 0.95 | 0.95 | 0.93 | 0.89 | 0.86 | NA | 0.66 | 0.95 | 0.92 | 0.88 | 0.72 | 0.8 | 0.72 | 0.72 | 0.75 | 0.82 | 0.76 | 0.85 | 0.79 | 0.82 | 0.71 | 0.37 | 0.12 |
| Yield(%) | N/A | 0.9 | N/A | N/A | N/A | N/A | N/A | N/A | 3.8 | 2.5 | 2.2 | 4.1 | 3.8 | 2.8 | 2.2 | 2.6 | 2.9 | 3.0 | 2.8 | 3.0 | 3.5 | 1.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -75.0 | N/A | N/A | N/A | N/A | N/A | N/A | 25.0 | 6.7 | -44.4 | 14.9 | 30.6 | 33.3 | -15.6 | -11.1 | 0.0 | 5.9 | -5.6 | -10.0 | 150.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2008
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