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SDSAX: WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 4.96 0.01(0.20%) April 26
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (49%) |
Start Date: | 11/25/1992 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 7.73% |
Expenses | 0.54% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -0.9 | 4.9 | -0.9 | 1.4 | 2.7 | 5.6 | 4.2 | 4.6 | 9.7 | -12.7 | 2.4 | 3.7 | 12.5 | -3.9 | 8.6 | 8.5 | 0.7 | 4.1 | 1.2 | 12.7 | 7.2 | 11.9 | 28.5 | -18.4 | -0.3 | 7.2 | 3.5 | 7.1 | 13.3 | 6.0 | 2.0 | 1.9 | -0.2 | 5.9 | 7.6 | 10.5 | 15.6 | -3.1 | 12.0 | 0.8 |
Sharpe Ratio | NA | -1.34 | 0.2 | -0.63 | -0.03 | 0.33 | NA | NA | 0.76 | 0.92 | -2.55 | 1.1 | 0.37 | 3.78 | -1.6 | 3.01 | 2.19 | 0.11 | 1.38 | 0.3 | 4.92 | 1.9 | 2.8 | 4.21 | -1.97 | -0.83 | 1.08 | 0.51 | 1.9 | 3.83 | 1.95 | -0.12 | -0.82 | -1.2 | 1.12 | 1.92 | 2.88 | 3.84 | -1.75 | 2.81 | 1.59 |
Draw Down(%) | NA | 2.4 | 4.4 | 17.0 | 20.5 | 20.5 | NA | NA | 28.0 | 4.6 | 16.7 | 2.3 | 20.5 | 1.0 | 5.4 | 1.3 | 3.2 | 5.3 | 3.2 | 7.1 | 1.2 | 3.2 | 2.8 | 8.5 | 26.9 | 4.9 | 3.2 | 2.7 | 4.6 | 4.6 | 2.2 | 3.3 | 2.1 | 4.4 | 1.8 | 1.6 | 1.2 | 0.9 | 6.4 | 1.4 | 1.0 |
Standard Deviation(%) | NA | 4.9 | 5.7 | 5.1 | 5.9 | 5.0 | NA | NA | 4.3 | 6.0 | 5.5 | 2.2 | 9.4 | 2.9 | 3.3 | 2.7 | 3.8 | 5.5 | 3.0 | 3.9 | 2.6 | 3.8 | 4.2 | 6.8 | 9.8 | 3.9 | 3.7 | 2.5 | 3.2 | 3.3 | 2.5 | 2.7 | 2.7 | 2.9 | 2.3 | 2.1 | 2.4 | 3.1 | 3.4 | 3.5 | 4.1 |
Treynor Ratio | NA | -0.09 | 0.02 | -0.06 | 0.0 | 0.03 | NA | NA | 0.06 | 0.08 | -0.29 | 0.1 | 0.06 | 0.59 | -0.1 | 0.19 | 0.27 | 0.02 | 0.12 | 0.02 | 0.24 | 0.13 | 0.14 | 0.29 | -0.21 | -0.05 | 0.04 | 0.02 | 0.1 | 0.23 | 0.14 | -0.01 | -0.06 | -0.07 | 0.08 | 0.14 | 0.2 | 0.44 | -0.2 | 0.27 | 0.24 |
Alpha | NA | 0.02 | 0.02 | 0.0 | 0.0 | 0.01 | NA | NA | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.03 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.02 | 0.08 | -0.1 | -0.02 | 0.01 | 0.01 | 0.02 | 0.04 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.03 | 0.03 | -0.02 | 0.03 | 0.02 |
Beta | NA | 0.76 | 0.74 | 0.57 | 0.55 | 0.51 | NA | NA | 0.52 | 0.67 | 0.49 | 0.25 | 0.62 | 0.19 | 0.54 | 0.42 | 0.31 | 0.42 | 0.33 | 0.6 | 0.53 | 0.56 | 0.87 | 0.96 | 0.92 | 0.6 | 0.96 | 0.56 | 0.59 | 0.56 | 0.35 | 0.31 | 0.38 | 0.47 | 0.33 | 0.3 | 0.34 | 0.27 | 0.31 | 0.36 | 0.27 |
RSquared | NA | 0.81 | 0.77 | 0.56 | 0.3 | 0.24 | NA | NA | 0.29 | 0.69 | 0.46 | 0.2 | 0.11 | 0.05 | 0.22 | 0.21 | 0.08 | 0.09 | 0.1 | 0.27 | 0.33 | 0.4 | 0.7 | 0.43 | 0.35 | 0.36 | 0.77 | 0.51 | 0.61 | 0.61 | 0.35 | 0.34 | 0.35 | 0.53 | 0.38 | 0.33 | 0.51 | 0.16 | 0.22 | 0.13 | 0.04 |
Yield(%) | N/A | 1.8 | 7.1 | 5.0 | 5.0 | 5.2 | 6.8 | 5.2 | N/A | 7.2 | 4.8 | 3.9 | 4.3 | 6.1 | 5.6 | 5.3 | 5.4 | 11.4 | 5.2 | 5.0 | 3.8 | 4.3 | 4.3 | 6.4 | 4.5 | 6.7 | 5.9 | 5.2 | 5.3 | 6.9 | 7.8 | 6.9 | 6.6 | 6.1 | 7.4 | 9.0 | 9.0 | 9.5 | 8.1 | 8.3 | 1.3 |
Dividend Growth(%) | N/A | -75.0 | 12.5 | -4.2 | -29.6 | 10.2 | N/A | N/A | N/A | 24.1 | 20.8 | -11.1 | -25.0 | 0.0 | 9.1 | 0.0 | -57.7 | 116.7 | 0.0 | 44.0 | -10.7 | 7.7 | -18.8 | 10.3 | -37.0 | 15.0 | 11.1 | 0.0 | -18.2 | -13.7 | 6.2 | 0.0 | 0.0 | -18.6 | -18.1 | 0.0 | 1.4 | 4.4 | 0.0 | 518.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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