SSTLX: WESTERN ASSET SHORT-TERM BOND FUND CLASS C1 (MUTUAL FUND)
Basic Info 3.71 0(0.0%) June 25
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 08/06/2002 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.49% |
| Expenses | 0.42% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/06/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 2.3 | 4.5 | 4.7 | 2.1 | 2.0 | 1.9 | 1.8 | 1.7 | 3.9 | 5.6 | -3.6 | -0.2 | 3.4 | 4.3 | 1.1 | 2.0 | 1.6 | -0.2 | 0.7 | 0.1 | 3.6 | 0.7 | 8.1 | 13.1 | -13.2 | 0.4 | 3.4 | 1.0 | 0.8 | -0.5 | 1.2 |
| Sharpe Ratio | NA | 0.53 | 0.37 | 0.41 | -0.01 | 0.22 | NA | NA | 0.19 | -0.98 | 0.39 | -1.64 | -0.12 | 1.09 | 1.3 | -0.13 | 0.79 | 0.7 | -0.15 | 0.58 | 0.01 | 2.54 | 0.36 | 2.87 | 3.71 | -2.65 | -0.9 | 0.08 | -0.61 | -0.04 | -0.45 | 0.84 |
| Draw Down(%) | NA | 1.1 | 1.3 | 2.6 | 6.6 | 6.6 | NA | NA | 16.8 | 1.1 | 1.4 | 6.2 | 1.0 | 5.3 | 0.8 | 0.6 | 0.4 | 1.0 | 1.2 | 0.6 | 1.2 | 0.5 | 1.7 | 1.6 | 3.8 | 16.8 | 2.3 | 1.0 | 1.0 | 2.6 | 2.3 | 1.2 |
| Standard Deviation(%) | NA | 2.7 | 2.6 | 3.1 | 2.7 | 2.5 | NA | NA | 2.6 | 2.8 | 3.5 | 3.0 | 1.7 | 2.9 | 2.2 | 1.7 | 1.7 | 2.0 | 1.6 | 1.2 | 1.5 | 1.4 | 1.8 | 2.8 | 3.5 | 5.3 | 2.9 | 2.2 | 1.9 | 2.5 | 2.6 | 2.3 |
| Treynor Ratio | NA | 0.02 | 0.01 | 0.02 | 0.0 | 0.01 | NA | NA | 0.01 | -0.04 | 0.02 | -0.08 | 0.0 | 0.04 | 0.04 | 0.0 | 0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.1 | 0.01 | 0.1 | 0.16 | -0.16 | -0.03 | 0.0 | -0.02 | 0.0 | -0.02 | 0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | -0.04 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 |
| Beta | NA | 0.71 | 0.64 | 0.74 | 0.71 | 0.71 | NA | NA | 0.73 | 0.74 | 0.8 | 0.64 | 0.63 | 0.79 | 0.81 | 0.6 | 0.58 | 0.62 | 0.54 | 0.32 | 0.43 | 0.34 | 0.58 | 0.8 | 0.8 | 0.89 | 0.79 | 0.81 | 0.73 | 0.78 | 0.6 | 0.57 |
| RSquared | NA | 0.57 | 0.48 | 0.58 | 0.55 | 0.5 | NA | NA | 0.42 | 0.5 | 0.67 | 0.6 | 0.27 | 0.61 | 0.41 | 0.24 | 0.19 | 0.26 | 0.33 | 0.13 | 0.16 | 0.09 | 0.24 | 0.32 | 0.42 | 0.45 | 0.44 | 0.45 | 0.35 | 0.42 | 0.27 | 0.48 |
| Yield(%) | N/A | 1.2 | 3.5 | 3.1 | 2.3 | 2.0 | 1.8 | 2.0 | N/A | 3.7 | 3.2 | 1.6 | 1.2 | 1.9 | 2.4 | 2.1 | 1.4 | 1.4 | 1.1 | 1.0 | 0.8 | 1.2 | 1.7 | 3.2 | 2.5 | 3.1 | 4.0 | 3.6 | 2.2 | 2.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.1 | 3.6 | 78.8 | 31.5 | -12.6 | N/A | N/A | N/A | 16.5 | 79.7 | 39.1 | -37.0 | -21.2 | 13.2 | 48.7 | 5.8 | 23.8 | 10.5 | 18.8 | -30.4 | -31.3 | -42.7 | 39.3 | -31.7 | -25.9 | 10.7 | 64.8 | -4.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2002
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