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SBHYX: WESTERN ASSET GLOBAL HIGH YIELD BOND FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/27/1995 |
Last Dividend Date: | 04/29/2016 |
12-Mo. Yield | 2.64% |
Expenses | 1.75% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.5 | 2.3 | 5.5 | 4.5 | 5.0 | 4.9 | -6.6 | -2.8 | 5.5 | 18.2 | -0.2 | 13.4 | 53.0 | -32.7 | -0.7 | 8.8 | 3.1 | 9.7 | 23.0 | 6.0 | 3.3 | -4.2 | 6.3 | -7.7 | 12.3 | 21.9 | 14.4 |
Sharpe Ratio | NA | 1.29 | -0.36 | 0.83 | 0.45 | NA | NA | 0.38 | 1.12 | -1.36 | -0.76 | 1.46 | 4.88 | -0.04 | 2.71 | 6.75 | -2.9 | -0.77 | 1.91 | 0.27 | 2.37 | 5.24 | 0.69 | 0.16 | -1.65 | 0.62 | -1.38 | -9.0 | 3.92 | 2.84 |
Draw Down(%) | NA | 5.8 | 18.8 | 18.8 | 40.6 | NA | NA | 40.6 | 5.8 | 10.8 | 10.3 | 6.2 | 3.6 | 11.9 | 6.4 | 9.7 | 38.2 | 7.4 | 3.0 | 5.2 | 6.0 | 4.8 | 11.3 | 9.1 | 8.9 | 4.4 | 18.6 | 4.4 | 2.7 | 2.2 |
Standard Deviation(%) | NA | 4.2 | 4.3 | 4.1 | 6.2 | NA | NA | 5.7 | 4.2 | 4.9 | 3.7 | 3.8 | 3.7 | 5.9 | 4.9 | 7.9 | 11.5 | 4.8 | 2.9 | 3.5 | 3.7 | 4.3 | 7.2 | 6.4 | 5.0 | 5.0 | 8.0 | 4.7 | 4.7 | 4.7 |
Treynor Ratio | NA | 0.09 | -0.02 | 0.04 | 0.03 | NA | NA | 0.02 | 0.08 | -0.06 | -0.03 | 0.06 | 0.18 | 0.0 | 0.15 | 0.47 | -0.29 | -0.03 | 0.06 | 0.01 | 0.11 | 0.26 | 0.05 | 0.02 | -0.09 | 0.05 | -0.12 | -0.52 | 0.18 | 0.13 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.02 | -0.03 | 0.0 | 0.01 | -0.03 | 0.01 | 0.02 | -0.05 | -0.01 | 0.0 | 0.0 | 0.01 | 0.03 | 0.02 | 0.0 | -0.01 | 0.03 | -0.02 | 0.0 | 0.08 | 0.04 |
Beta | NA | 0.61 | 0.81 | 0.87 | 1.04 | NA | NA | 0.95 | 0.6 | 1.07 | 0.91 | 0.99 | 1.02 | 1.01 | 0.9 | 1.12 | 1.15 | 1.08 | 0.91 | 0.98 | 0.8 | 0.87 | 1.07 | 0.58 | 0.92 | 0.61 | 0.95 | 0.82 | 1.02 | 1.05 |
RSquared | NA | 0.52 | 0.63 | 0.65 | 0.75 | NA | NA | 0.55 | 0.52 | 0.75 | 0.71 | 0.71 | 0.73 | 0.84 | 0.66 | 0.77 | 0.79 | 0.83 | 0.67 | 0.69 | 0.47 | 0.47 | 0.49 | 0.44 | 0.47 | 0.08 | 0.14 | 0.19 | 0.36 | 0.23 |
Yield(%) | N/A | 2.6 | 4.4 | 5.8 | 5.4 | 6.5 | 5.4 | N/A | 2.1 | 5.8 | 5.8 | 6.1 | 7.2 | 7.2 | 7.6 | 11.3 | 7.1 | 6.7 | 6.2 | 5.8 | 5.6 | 7.5 | 9.2 | 10.3 | 10.2 | 9.8 | 8.3 | 10.2 | 11.3 | 8.5 |
Dividend Growth(%) | N/A | -60.5 | -34.0 | -28.0 | -39.8 | N/A | N/A | N/A | -68.7 | -7.4 | -7.1 | -6.4 | -7.6 | 0.4 | -6.5 | -0.9 | -2.6 | 11.4 | 2.8 | 8.4 | -14.3 | -22.2 | -16.7 | -13.7 | 0.0 | 0.0 | -17.5 | -1.0 | 40.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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