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WABRX: Western Asset Core Bond R (MUTUAL FUND)
Basic Info 10.58 0.01(0.09%) May 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 04/30/2012 |
| Last Dividend Date: | 04/28/2023 |
| 12-Mo. Yield | 2.49% |
| Expenses | 0.42% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 1.5 | -3.8 | -4.2 | 0.2 | 1.1 | 1.3 | -16.2 | -2.2 | 8.3 | 9.7 | -1.4 | 4.6 | 3.3 | 0.5 | 6.7 | -2.4 | 3.6 |
| SR | NA | -0.13 | -0.74 | -0.81 | -0.17 | 0.08 | 0.14 | -1.94 | -0.56 | 1.43 | 2.63 | -0.93 | 1.25 | 0.91 | 0.13 | 2.63 | -0.7 | 2.33 |
| DD(%) | NA | 5.0 | 12.0 | 22.6 | 22.6 | 22.6 | 22.6 | 21.0 | 4.6 | 9.3 | 2.0 | 3.5 | 1.6 | 4.5 | 3.1 | 1.3 | 5.6 | 1.1 |
| SD(%) | NA | 8.2 | 9.4 | 6.6 | 5.9 | 4.8 | 4.6 | 9.1 | 4.0 | 5.6 | 3.1 | 2.9 | 3.2 | 3.4 | 3.9 | 2.5 | 3.5 | 2.3 |
| TR | NA | -0.01 | -0.07 | -0.06 | -0.01 | 0.0 | 0.01 | -0.19 | -0.02 | 0.09 | 0.1 | -0.03 | 0.04 | 0.04 | 0.01 | 0.09 | -0.03 | 0.08 |
| Alpha(%) | NA | -0.01 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 |
| Beta(%) | NA | 0.99 | 0.97 | 0.95 | 0.93 | 0.91 | 0.9 | 0.94 | 0.95 | 0.9 | 0.85 | 0.95 | 0.99 | 0.78 | 0.84 | 0.74 | 0.85 | 0.68 |
| RS | NA | 0.94 | 0.83 | 0.83 | 0.81 | 0.8 | 0.79 | 0.81 | 0.84 | 0.7 | 0.79 | 0.74 | 0.76 | 0.71 | 0.82 | 0.76 | 0.83 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2012
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 05/26/2023.Latest Articles Related to WABRX
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