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SSTLX: WESTERN ASSET SHORT-TERM BOND FUND CLASS C1 (MUTUAL FUND)

Basic Info 3.7 0(0.0%) July 25

Asset Class:	Short-Term Bond
MyPlanIQ Rating:	(35%)
Start Date:	08/06/2002
Last Dividend Date:	04/30/2025
12-Mo. Yield	3.18%
Expenses	0.42%
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Performance Analytics (As of 07/18/2025)

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	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 08/06/2002
Annualized Return(%) ?	0.0	2.1	3.6	4.2	1.9	2.0	1.9	1.8	1.6
Sharpe Ratio ?	NA	0.31	0.18	0.31	-0.06	0.22	NA	NA	0.19
Draw Down(%) ?	NA	1.1	1.3	2.6	6.6	6.6	NA	NA	16.8

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 08/06/2002	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%) ?	0.0	2.1	3.6	4.2	1.9	2.0	1.9	1.8	1.6	3.9	5.6	-3.6	-0.2	3.4	4.3	1.1	2.0	1.6	-0.2	0.7	0.1	3.6	0.7	8.1	13.1	-13.2	0.4	3.4	1.0	0.8	-0.5	1.2
Sharpe Ratio ?	NA	0.31	0.18	0.31	-0.06	0.22	NA	NA	0.19	-0.98	0.39	-1.64	-0.12	1.09	1.3	-0.13	0.79	0.7	-0.15	0.58	0.01	2.54	0.36	2.87	3.71	-2.65	-0.9	0.08	-0.61	-0.04	-0.45	0.84
Draw Down(%) ?	NA	1.1	1.3	2.6	6.6	6.6	NA	NA	16.8	1.1	1.4	6.2	1.0	5.3	0.8	0.6	0.4	1.0	1.2	0.6	1.2	0.5	1.7	1.6	3.8	16.8	2.3	1.0	1.0	2.6	2.3	1.2
Standard Deviation(%) ?	NA	2.6	2.5	3.1	2.7	2.5	NA	NA	2.6	2.8	3.5	3.0	1.7	2.9	2.2	1.7	1.7	2.0	1.6	1.2	1.5	1.4	1.8	2.8	3.5	5.3	2.9	2.2	1.9	2.5	2.6	2.3
Treynor Ratio ?	NA	0.01	0.01	0.01	0.0	0.01	NA	NA	0.01	-0.04	0.02	-0.08	0.0	0.04	0.04	0.0	0.02	0.02	0.0	0.02	0.0	0.1	0.01	0.1	0.16	-0.16	-0.03	0.0	-0.02	0.0	-0.02	0.03
Alpha	NA	-0.01	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.01	0.01	-0.04	-0.02	0.0	0.0	0.0	-0.01	-0.01
Beta	NA	0.64	0.61	0.73	0.7	0.71	NA	NA	0.73	0.74	0.8	0.64	0.63	0.79	0.81	0.6	0.58	0.62	0.54	0.32	0.43	0.34	0.58	0.8	0.8	0.89	0.79	0.81	0.73	0.78	0.6	0.57
RSquared ?	NA	0.51	0.46	0.57	0.54	0.49	NA	NA	0.42	0.5	0.67	0.6	0.27	0.61	0.41	0.24	0.19	0.26	0.33	0.13	0.16	0.09	0.24	0.32	0.42	0.45	0.44	0.45	0.35	0.42	0.27	0.48
Yield(%)	N/A	1.2	3.2	3.0	2.2	2.0	1.8	2.0	N/A	3.7	3.2	1.6	1.2	1.9	2.4	2.1	1.4	1.4	1.1	1.0	0.8	1.2	1.7	3.2	2.5	3.1	4.0	3.6	2.2	2.2	0.0	0.0
Dividend Growth(%)	N/A	-66.1	-6.1	80.3	29.3	-12.3	N/A	N/A	N/A	16.5	79.7	39.1	-37.0	-21.2	13.2	48.7	5.8	23.8	10.5	18.8	-30.4	-31.3	-42.7	39.3	-31.7	-25.9	10.7	64.8	-4.2	N/A	N/A	N/A

	Last 1 Week*	YTD*(2025)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 08/06/2002	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004	2003	2002
Annualized Return(%) ?	0.0	2.1	3.6	4.2	1.9	2.0	1.9	1.8	1.6	3.9	5.6	-3.6	-0.2	3.4	4.3	1.1	2.0	1.6	-0.2	0.7	0.1	3.6	0.7	8.1	13.1	-13.2	0.4	3.4	1.0	0.8	-0.5	1.2
Sharpe Ratio ?	NA	0.31	0.18	0.31	-0.06	0.22	NA	NA	0.19	-0.98	0.39	-1.64	-0.12	1.09	1.3	-0.13	0.79	0.7	-0.15	0.58	0.01	2.54	0.36	2.87	3.71	-2.65	-0.9	0.08	-0.61	-0.04	-0.45	0.84
Draw Down(%) ?	NA	1.1	1.3	2.6	6.6	6.6	NA	NA	16.8	1.1	1.4	6.2	1.0	5.3	0.8	0.6	0.4	1.0	1.2	0.6	1.2	0.5	1.7	1.6	3.8	16.8	2.3	1.0	1.0	2.6	2.3	1.2
Standard Deviation(%) ?	NA	2.6	2.5	3.1	2.7	2.5	NA	NA	2.6	2.8	3.5	3.0	1.7	2.9	2.2	1.7	1.7	2.0	1.6	1.2	1.5	1.4	1.8	2.8	3.5	5.3	2.9	2.2	1.9	2.5	2.6	2.3
Treynor Ratio ?	NA	0.01	0.01	0.01	0.0	0.01	NA	NA	0.01	-0.04	0.02	-0.08	0.0	0.04	0.04	0.0	0.02	0.02	0.0	0.02	0.0	0.1	0.01	0.1	0.16	-0.16	-0.03	0.0	-0.02	0.0	-0.02	0.03
Alpha	NA	-0.01	0.0	0.0	0.0	0.0	NA	NA	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.01	0.0	0.01	0.01	-0.04	-0.02	0.0	0.0	0.0	-0.01	-0.01
Beta	NA	0.64	0.61	0.73	0.7	0.71	NA	NA	0.73	0.74	0.8	0.64	0.63	0.79	0.81	0.6	0.58	0.62	0.54	0.32	0.43	0.34	0.58	0.8	0.8	0.89	0.79	0.81	0.73	0.78	0.6	0.57
RSquared ?	NA	0.51	0.46	0.57	0.54	0.49	NA	NA	0.42	0.5	0.67	0.6	0.27	0.61	0.41	0.24	0.19	0.26	0.33	0.13	0.16	0.09	0.24	0.32	0.42	0.45	0.44	0.45	0.35	0.42	0.27	0.48
Yield(%)	N/A	1.2	3.2	3.0	2.2	2.0	1.8	2.0	N/A	3.7	3.2	1.6	1.2	1.9	2.4	2.1	1.4	1.4	1.1	1.0	0.8	1.2	1.7	3.2	2.5	3.1	4.0	3.6	2.2	2.2	0.0	0.0
Dividend Growth(%)	N/A	-66.1	-6.1	80.3	29.3	-12.3	N/A	N/A	N/A	16.5	79.7	39.1	-37.0	-21.2	13.2	48.7	5.8	23.8	10.5	18.8	-30.4	-31.3	-42.7	39.3	-31.7	-25.9	10.7	64.8	-4.2	N/A	N/A	N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2002

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SSTLX: WESTERN ASSET SHORT-TERM BOND FUND CLASS C1 (MUTUAL FUND)

Basic Info 3.7 0(0.0%) July 25

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SSTLX: WESTERN ASSET SHORT-TERM BOND FUND CLASS C1 (MUTUAL FUND)

Basic Info 3.7 0(0.0%) July 25

Performance Analytics (As of 07/18/2025)

Top Rated Funds in Short-Term Bond

Best Mutual Funds

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