Find A Portfolio/Ticker
Comparison Box
SDSYX: WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 5.03 0.01(0.20%) May 28
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | (75%) |
Start Date: | 10/19/1995 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 7.73% |
Expenses | 0.54% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/28/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/19/1998 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | 0.6 | 8.7 | -0.3 | 2.0 | 3.0 | 5.7 | 4.7 | 4.5 | 10.0 | -12.3 | 2.7 | 4.0 | 12.8 | -3.8 | 8.9 | 9.0 | 1.0 | 4.4 | 1.4 | 13.1 | 7.3 | 11.9 | 28.9 | -18.0 | 0.1 | 7.6 | 3.8 | 7.4 | 12.2 | 4.4 | 2.4 | 2.2 | 0.1 | 6.2 | 7.9 | 10.8 | 2.6 |
Sharpe Ratio | NA | -0.36 | 0.82 | -0.49 | 0.07 | 0.4 | NA | NA | 0.74 | 0.97 | -2.46 | 1.18 | 0.4 | 3.93 | -1.51 | 3.06 | 2.32 | 0.17 | 1.47 | 0.34 | 5.11 | 1.89 | 2.8 | 4.31 | -1.93 | -0.74 | 1.18 | 0.65 | 1.97 | 3.47 | 1.52 | 0.01 | -0.71 | -1.06 | 0.77 | 1.05 | 1.6 | 2.29 |
Draw Down(%) | NA | 2.4 | 4.3 | 16.8 | 20.6 | 20.6 | NA | NA | 27.6 | 4.4 | 16.5 | 2.1 | 20.6 | 1.0 | 5.2 | 1.1 | 3.1 | 5.0 | 3.3 | 7.0 | 1.2 | 3.2 | 2.7 | 8.4 | 26.7 | 4.8 | 3.1 | 2.6 | 4.6 | 4.7 | 2.1 | 3.1 | 2.2 | 4.3 | 1.9 | 2.3 | 1.9 | 1.0 |
Standard Deviation(%) | NA | 4.8 | 5.7 | 5.2 | 5.9 | 5.0 | NA | NA | 4.6 | 6.0 | 5.6 | 2.3 | 9.4 | 2.9 | 3.4 | 2.7 | 3.8 | 5.7 | 3.0 | 4.1 | 2.6 | 3.8 | 4.2 | 6.7 | 9.8 | 4.0 | 3.7 | 2.5 | 3.3 | 3.3 | 2.2 | 2.6 | 2.6 | 3.0 | 3.7 | 4.1 | 4.5 | 4.5 |
Treynor Ratio | NA | -0.02 | 0.06 | -0.04 | 0.01 | 0.04 | NA | NA | 0.06 | 0.09 | -0.27 | 0.09 | 0.06 | 0.6 | -0.09 | 0.21 | 0.28 | 0.02 | 0.13 | 0.02 | 0.26 | 0.13 | 0.13 | 0.3 | -0.2 | -0.05 | 0.04 | 0.03 | 0.11 | 0.2 | 0.11 | 0.0 | -0.05 | -0.06 | 0.09 | 0.13 | 0.24 | -3.01 |
Alpha | NA | 0.02 | 0.02 | 0.0 | 0.01 | 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 | 0.04 |
Beta | NA | 0.72 | 0.76 | 0.58 | 0.57 | 0.52 | NA | NA | 0.55 | 0.68 | 0.5 | 0.3 | 0.66 | 0.19 | 0.56 | 0.4 | 0.31 | 0.42 | 0.33 | 0.67 | 0.51 | 0.58 | 0.88 | 0.95 | 0.92 | 0.58 | 0.96 | 0.54 | 0.58 | 0.56 | 0.3 | 0.31 | 0.36 | 0.49 | 0.33 | 0.33 | 0.3 | -0.03 |
RSquared | NA | 0.71 | 0.75 | 0.57 | 0.32 | 0.25 | NA | NA | 0.28 | 0.69 | 0.48 | 0.25 | 0.12 | 0.05 | 0.22 | 0.19 | 0.09 | 0.08 | 0.09 | 0.3 | 0.31 | 0.42 | 0.71 | 0.43 | 0.35 | 0.34 | 0.77 | 0.47 | 0.56 | 0.61 | 0.33 | 0.34 | 0.32 | 0.53 | 0.14 | 0.11 | 0.12 | 0.0 |
Yield(%) | N/A | 2.5 | 7.7 | 5.4 | 5.3 | 5.4 | 6.9 | 5.6 | N/A | 7.6 | 5.0 | 4.3 | 4.7 | 6.4 | 5.7 | 5.4 | 5.6 | 11.6 | 5.6 | 5.1 | 4.4 | 4.7 | 4.6 | 6.8 | 5.0 | 6.5 | 6.2 | 5.9 | 5.1 | 6.0 | 6.2 | 7.6 | 7.4 | 6.8 | 7.6 | 8.7 | 8.7 | 2.2 |
Dividend Growth(%) | N/A | -66.3 | 14.1 | -0.6 | -27.1 | 8.1 | N/A | N/A | N/A | 24.2 | 16.5 | -10.8 | -21.1 | 1.1 | 9.9 | -1.8 | -56.9 | 106.5 | 4.3 | 26.4 | -4.3 | 9.3 | -17.5 | 3.7 | -27.1 | 5.2 | 4.2 | 17.2 | -9.6 | -5.6 | -23.2 | -1.7 | 0.7 | -11.8 | -12.6 | 0.0 | 302.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/19/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Multisector Bond Asset Class Trend Rankings |
Top Rated Funds in Multisector Bond
Best Mutual Funds
- CPMPX (CHANGING PARAMETERS FUND CHANGING PARAMETERS FUND) 0.0% (89%)
- SIRIX (SIERRA CORE RETIREMENT FUND SIERRA CORE RETIREMENT FUND CLASS I) 0.22% (88%)
- ANGLX (ANGEL OAK MULTI-STRATEGY INCOME FUND CLASS A) 0.0% (87%)
- ANGIX (ANGEL OAK MULTI-STRATEGY INCOME FUND INSTITUTIONAL CLASS) 0.0% (86%)
- OSTIX (OSTERWEIS STRATEGIC INCOME FUND INVESTOR CLASS) 0.0% (86%)
- OSIYX (Oppenheimer Strategic Income Fund Cl Y) 0.0% (85%)
- RPSIX (SPECTRUM INCOME FUND SPECTRUM INCOME FUND) 0.18% (85%)
- FKSAX (FRANKLIN STRATEGIC INCOME FUND ADVISOR CLASS) 0.61% (84%)
- FSRIX (FIDELITY ADVISOR STRATEGIC INCOME FUND CLASS I) 0.09% (84%)
- LSIZX (COLUMBIA STRATEGIC INCOME FUND COLUMBIA STRATEGIC INCOME FUND CLASS Z) 0.19% (83%)
Best Closed End Funds
- AWF (AllianceBernstein Global High Income Closed Fund) 0.75% (100%)
- GOF (Guggenheim Strategic Opportunities Closed Fund) 0.95% (99%)
- EVV (Eaton Vance Limited Duration IF) 0.20% (99%)
- EVG (Eaton Vance Short Duration Diversified Income Closed Fund) 0.56% (98%)
- ERC (Allspring Multi Sector Income Fund) 0.33% (98%)
- FMY (First Trust Mortgage Income Fund) 1.10% (97%)
- FTF (Franklin Templeton Limited Duration) 0.48% (97%)
- JHS (John Hancock Income Securities Closed Fund) 0.97% (96%)
- JHI (John Hancock Investors Closed Fund) 0.52% (96%)
- MCR (MFS Charter Income Trust) 0.80% (95%)