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WACPX: WESTERN ASSET CORE PLUS BOND FUND CLASS I (MUTUAL FUND)
Basic Info 9.09 0.01(0.11%) January 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 08/20/1998 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.86% |
| Expenses | 0.82% |
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Performance Analytics (As of 01/22/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/20/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 0.2 | 1.2 | -4.0 | -2.1 | 1.2 | 2.9 | 3.4 | 3.2 | -1.2 | 6.8 | -18.8 | -2.5 | 7.9 | 12.3 | -2.0 | 7.4 | 5.6 | 1.3 | 7.7 | -1.0 | 8.5 | 6.7 | 11.7 | 25.5 | -10.3 | 2.6 | 6.4 | 1.8 | 6.1 | 6.7 | 1.7 | 1.6 | 4.4 | -6.3 | 0.6 |
| Sharpe Ratio | NA | -0.45 | -0.87 | -0.97 | -0.6 | -0.06 | NA | NA | 0.32 | -1.2 | 0.28 | -2.04 | -0.59 | 1.07 | 2.7 | -0.85 | 2.02 | 1.43 | 0.31 | 3.15 | -0.32 | 3.4 | 1.85 | 2.75 | 3.78 | -1.27 | -0.1 | 0.8 | -0.1 | 1.22 | 1.23 | 0.14 | -0.13 | 0.09 | -1.77 | -0.23 |
| Draw Down(%) | NA | 1.3 | 6.2 | 22.6 | 26.5 | 26.5 | NA | NA | 26.5 | 5.3 | 11.6 | 24.1 | 5.0 | 11.9 | 2.1 | 4.7 | 1.8 | 4.0 | 3.1 | 1.2 | 5.4 | 1.0 | 1.6 | 3.0 | 8.4 | 19.4 | 2.8 | 2.4 | 3.6 | 4.8 | 5.9 | 5.3 | 5.9 | 4.2 | 7.1 | 4.3 |
| Standard Deviation(%) | NA | 6.6 | 6.4 | 8.7 | 7.7 | 6.1 | NA | NA | 5.3 | 6.5 | 9.3 | 9.9 | 4.3 | 7.1 | 4.0 | 3.8 | 3.4 | 3.8 | 4.2 | 2.4 | 3.4 | 2.5 | 3.6 | 4.2 | 6.7 | 8.8 | 4.2 | 3.9 | 3.2 | 4.2 | 4.9 | 4.3 | 5.3 | 4.0 | 5.4 | 6.0 |
| Treynor Ratio | NA | -0.03 | -0.05 | -0.07 | -0.04 | 0.0 | NA | NA | 0.02 | -0.07 | 0.02 | -0.18 | -0.03 | 0.08 | 0.1 | -0.03 | 0.07 | 0.07 | 0.02 | 0.11 | -0.01 | 0.12 | 0.1 | 0.16 | 0.41 | -0.19 | -0.01 | 0.03 | 0.0 | 0.07 | 0.08 | 0.01 | -0.01 | 0.01 | -0.12 | -0.02 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.05 | -0.03 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | -0.02 | -0.01 | -0.02 | -0.02 |
| Beta | NA | 0.99 | 1.12 | 1.14 | 1.08 | 1.06 | NA | NA | 0.83 | 1.13 | 1.16 | 1.12 | 0.92 | 0.9 | 1.05 | 1.18 | 1.01 | 0.81 | 0.84 | 0.67 | 0.84 | 0.71 | 0.64 | 0.72 | 0.61 | 0.59 | 0.66 | 0.99 | 0.71 | 0.78 | 0.8 | 0.62 | 0.66 | 0.63 | 0.76 | 0.6 |
| RSquared | NA | 0.98 | 0.93 | 0.92 | 0.84 | 0.81 | NA | NA | 0.64 | 0.93 | 0.92 | 0.92 | 0.76 | 0.53 | 0.74 | 0.67 | 0.7 | 0.61 | 0.74 | 0.68 | 0.85 | 0.77 | 0.75 | 0.78 | 0.4 | 0.28 | 0.52 | 0.82 | 0.68 | 0.77 | 0.7 | 0.59 | 0.58 | 0.57 | 0.55 | 0.5 |
| Yield(%) | N/A | 0.0 | 4.3 | 3.2 | 3.0 | 3.6 | 4.0 | 4.2 | N/A | 4.2 | 4.3 | 2.8 | 2.6 | 2.8 | 5.3 | 3.4 | 3.4 | 5.8 | 3.1 | 3.6 | 3.1 | 3.3 | 3.6 | 5.2 | 7.8 | 4.8 | 5.8 | 4.6 | 4.5 | 4.3 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -1.5 | -10.4 | -25.6 | -12.1 | N/A | N/A | N/A | -1.5 | 23.9 | 0.9 | -4.7 | -43.2 | 50.9 | 1.2 | -41.0 | 82.6 | -9.5 | 11.7 | -2.4 | -4.4 | -27.8 | -20.9 | 37.3 | -20.0 | 29.0 | -1.9 | 6.8 | 20.7 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1998
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