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WAAXX: Western Asset Premier Institutional Liquid Reserves Capital Shares (MUTUAL FUND)
Basic Info 1 0(0.0%) April 17
Asset Class: | EQUITY |
MyPlanIQ Rating: | (2%) |
Start Date: | 11/05/2019 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 11/05/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.4 | 5.5 | 114.4 | -8.8 | -76.9 | 5001.5 | -43.2 | -90.8 | 5.6 |
Sharpe Ratio | NA | 0.85 | 1.11 | 0.41 | -0.05 | -0.54 | 11.35 | -0.58 | -2.03 | 0.96 |
Draw Down(%) | NA | 0.0 | 0.1 | 78.0 | 96.3 | 78.0 | 74.6 | 55.9 | 90.9 | 11.8 |
Standard Deviation(%) | NA | 1.5 | 1.6 | 271.2 | 225.8 | 151.1 | 440.6 | 75.2 | 44.8 | 44.5 |
Treynor Ratio | NA | -0.87 | -36.14 | 7.98 | -1.43 | 1.04 | 70.62 | -1.09 | -57.65 | -0.41 |
Alpha | NA | 0.01 | 0.01 | 1.89 | 1.06 | -0.25 | 6.05 | -0.15 | -0.92 | 0.32 |
Beta | NA | -0.01 | 0.0 | 0.14 | 0.07 | -0.78 | 0.71 | 0.4 | 0.02 | -1.03 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2019
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