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SIGYX: WESTERN ASSET CORPORATE BOND FUND CLASS I (MUTUAL FUND)
Basic Info 10.57 0.02(0.19%) March 17
| Asset Class: | Long-Term Bond |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 02/20/1996 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.92% |
| Expenses | 0.89% |
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Performance Analytics (As of 03/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/20/1996 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.1 | 4.1 | 0.1 | 0.9 | 2.4 | 4.1 | 3.7 | 4.8 | 1.8 | 7.8 | -16.6 | -1.2 | 9.9 | 14.7 | -3.3 | 7.7 | 8.2 | -0.6 | 8.5 | 0.5 | 14.9 | 5.6 | 11.3 | 33.6 | -23.7 | 1.8 | 3.6 | 2.2 | 6.9 | 5.5 | 12.6 | 10.1 | 11.6 | -8.7 | 8.7 | 15.1 | 4.4 |
| Sharpe Ratio | NA | 0.29 | -0.45 | -0.5 | -0.21 | 0.12 | NA | NA | 0.45 | -0.81 | 0.43 | -2.02 | -0.26 | 0.99 | 3.41 | -1.33 | 2.19 | 1.91 | -0.14 | 2.9 | 0.11 | 4.29 | 0.94 | 2.04 | 4.21 | -2.39 | -0.26 | 0.06 | 0.01 | 0.87 | 0.57 | 1.6 | 0.99 | 1.21 | -1.52 | 0.52 | 1.21 | 0.15 |
| Draw Down(%) | NA | 1.5 | 5.5 | 15.5 | 23.3 | 23.3 | NA | NA | 31.5 | 4.3 | 9.2 | 21.8 | 4.9 | 18.3 | 2.2 | 4.9 | 1.8 | 3.9 | 4.7 | 1.9 | 7.3 | 1.4 | 6.4 | 4.5 | 11.2 | 30.7 | 3.3 | 5.7 | 5.1 | 8.2 | 10.8 | 4.6 | 5.4 | 5.6 | 10.6 | 10.1 | 6.0 | 7.1 |
| Standard Deviation(%) | NA | 5.1 | 5.7 | 7.7 | 7.5 | 6.1 | NA | NA | 6.9 | 5.9 | 8.2 | 9.0 | 4.6 | 9.8 | 3.9 | 3.5 | 3.2 | 4.2 | 4.4 | 2.9 | 4.4 | 3.5 | 6.0 | 5.5 | 8.0 | 10.2 | 4.6 | 5.4 | 5.8 | 6.8 | 8.4 | 7.2 | 7.9 | 6.2 | 7.8 | 10.3 | 9.5 | 11.0 |
| Treynor Ratio | NA | 0.03 | -0.05 | -0.08 | -0.03 | 0.02 | NA | NA | 0.08 | -0.1 | 0.07 | -0.36 | -0.03 | 0.25 | 0.37 | -0.12 | 0.19 | 0.28 | -0.02 | 0.3 | 0.01 | 0.57 | 0.2 | 0.33 | 0.77 | -0.46 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | NA | NA | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.03 | -0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.05 | 0.0 | 0.03 | 0.11 | -0.13 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.48 | 0.49 | 0.51 | 0.47 | 0.43 | NA | NA | 0.41 | 0.5 | 0.52 | 0.5 | 0.39 | 0.38 | 0.36 | 0.38 | 0.37 | 0.29 | 0.32 | 0.28 | 0.36 | 0.26 | 0.28 | 0.34 | 0.44 | 0.53 | 0.52 | 0.8 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.92 | 0.91 | 0.89 | 0.73 | 0.67 | NA | NA | 0.3 | 0.91 | 0.9 | 0.87 | 0.86 | 0.34 | 0.7 | 0.62 | 0.74 | 0.42 | 0.72 | 0.56 | 0.69 | 0.55 | 0.46 | 0.55 | 0.56 | 0.44 | 0.83 | 0.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 3.9 | 3.9 | 3.8 | 3.9 | 4.6 | 4.2 | N/A | 4.7 | 5.0 | 3.2 | 2.9 | 3.7 | 4.5 | 3.9 | 3.9 | 4.3 | 4.4 | 4.4 | 4.1 | 4.7 | 5.1 | 5.4 | 7.2 | 5.2 | 5.4 | 5.4 | 5.7 | 7.0 | 5.1 | 5.7 | 6.5 | 6.7 | 6.0 | 9.0 | 7.1 | 6.3 |
| Dividend Growth(%) | N/A | -100.0 | -22.9 | 0.7 | -11.5 | -18.8 | N/A | N/A | N/A | -4.5 | 25.4 | 5.5 | -16.7 | -9.4 | 8.3 | 2.7 | -6.6 | -6.9 | 3.4 | 4.8 | -3.6 | -8.2 | 0.0 | -5.5 | -1.8 | -6.4 | -1.6 | -9.7 | -17.3 | 37.1 | -5.2 | -11.2 | 4.2 | -5.0 | -34.3 | 39.5 | 7.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/1996
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