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WABRX: WESTERN ASSET CORE BOND FUND CLASS R (MUTUAL FUND)
Basic Info 10.42 0.03(0.29%) April 17
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 04/30/2012 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.34% |
| Expenses | 0.42% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/30/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 0.4 | 4.4 | -0.7 | -2.3 | 0.4 | 1.1 | 0.2 | 5.1 | -17.5 | -2.8 | 6.8 | 9.7 | -1.4 | 4.6 | 3.3 | 0.5 | 6.7 | -2.4 | 3.6 |
| Sharpe Ratio | NA | -0.27 | -0.34 | -0.65 | -0.74 | -0.24 | -0.05 | -1.05 | 0.11 | -2.12 | -0.71 | 1.12 | 2.63 | -0.93 | 1.25 | 0.91 | 0.13 | 2.63 | -0.7 | 2.33 |
| Draw Down(%) | NA | 3.1 | 5.5 | 12.6 | 25.2 | 25.2 | 25.2 | 4.6 | 10.6 | 22.1 | 4.6 | 9.3 | 2.0 | 3.5 | 1.6 | 4.5 | 3.1 | 1.3 | 5.6 | 1.1 |
| Standard Deviation(%) | NA | 5.9 | 5.7 | 7.8 | 6.7 | 5.5 | 5.0 | 6.1 | 8.4 | 8.9 | 3.9 | 5.8 | 3.1 | 2.9 | 3.2 | 3.4 | 3.9 | 2.5 | 3.5 | 2.3 |
| Treynor Ratio | NA | -0.02 | -0.02 | -0.05 | -0.05 | -0.01 | 0.0 | -0.06 | 0.01 | -0.19 | -0.03 | 0.09 | 0.1 | -0.03 | 0.04 | 0.04 | 0.01 | 0.09 | -0.03 | 0.08 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 |
| Beta | NA | 1.0 | 1.03 | 1.05 | 0.99 | 0.96 | 0.94 | 1.07 | 1.06 | 1.02 | 0.88 | 0.74 | 0.85 | 0.95 | 0.99 | 0.78 | 0.84 | 0.74 | 0.85 | 0.68 |
| RSquared | NA | 0.95 | 0.94 | 0.94 | 0.89 | 0.85 | 0.84 | 0.94 | 0.94 | 0.94 | 0.81 | 0.53 | 0.79 | 0.74 | 0.76 | 0.71 | 0.82 | 0.76 | 0.83 | 0.75 |
| Yield(%) | N/A | 0.0 | 3.3 | 2.7 | 2.0 | 2.1 | N/A | 4.0 | 3.1 | 1.8 | 1.3 | 1.8 | 3.1 | 2.1 | 1.7 | 1.7 | 2.0 | 2.4 | 2.1 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -0.6 | 24.4 | 2.0 | N/A | N/A | 31.5 | 42.9 | 28.3 | -23.7 | -38.7 | 41.6 | 29.4 | 0.7 | -15.2 | -14.6 | 13.1 | 83.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2012
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* Day change on 04/17/2025.Latest Articles Related to WABRX
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