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LMWDX: Western Asset Emerging Markets Debt FI (MUTUAL FUND)
Basic Info
Asset Class: | Emerging Markets Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/09/2011 |
Last Dividend Date: | 07/07/2023 |
12-Mo. Yield | 104.72% |
Expenses | 1.85% |
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Performance Analytics (As of 07/07/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/09/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.1 | -3.6 | 0.8 | 1.8 | � | -0.2 | -14.0 | -5.5 | 8.0 | 14.9 | -5.2 | 9.6 | 10.3 | -1.3 | 1.3 | -8.4 | 15.8 | -1.5 |
Sharpe Ratio | NA | 0.33 | -0.72 | -0.05 | 0.16 | 0.18 | -0.82 | -1.64 | -1.25 | 0.7 | 3.55 | -1.31 | 2.18 | 1.53 | -0.22 | 0.23 | -1.11 | 3.98 | -3.14 |
Draw Down(%) | NA | 13.1 | 28.3 | 28.3 | 28.3 | 28.3 | 6.2 | 25.4 | 6.0 | 20.1 | 1.6 | 8.6 | 2.1 | 8.1 | 8.1 | 11.5 | 13.1 | 4.8 | 1.7 |
Standard Deviation(%) | NA | 8.2 | 6.8 | 7.4 | 6.6 | 6.5 | 6.1 | 9.4 | 4.4 | 11.1 | 3.8 | 5.0 | 4.1 | 6.6 | 5.7 | 5.5 | 7.5 | 4.0 | 7.5 |
Treynor Ratio | NA | 0.07 | -0.12 | -0.01 | 0.03 | 0.04 | -0.18 | -0.33 | -0.18 | 0.11 | 1.01 | -0.33 | 0.53 | 0.45 | 0.71 | -0.1 | -0.24 | 0.98 | -0.42 |
Alpha | NA | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.01 | 0.01 | 0.05 | -0.02 | 0.03 | 0.04 | 0.0 | 0.0 | -0.03 | 0.06 | -0.11 |
Beta | NA | 0.39 | 0.39 | 0.44 | 0.29 | 0.29 | 0.28 | 0.47 | 0.3 | 0.72 | 0.13 | 0.2 | 0.17 | 0.22 | -0.02 | -0.12 | 0.35 | 0.16 | 0.56 |
RSquared | NA | 0.26 | 0.21 | 0.21 | 0.11 | 0.11 | 0.16 | 0.26 | 0.12 | 0.32 | 0.03 | 0.06 | 0.08 | 0.08 | 0.0 | 0.02 | 0.12 | 0.05 | 0.26 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/09/2011
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