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WAPSX: WESTERN ASSET CORE PLUS BOND FUND CLASS IS (MUTUAL FUND)
Basic Info 9.1 0(0.0%) June 03
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (67%) |
| Start Date: | 08/06/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 4.84% |
| Expenses | 1.34% |
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Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/06/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.9 | 3.8 | 0.2 | -2.1 | 1.5 | 2.9 | 3.3 | -1.1 | 7.0 | -18.8 | -2.5 | 8.0 | 12.3 | -1.5 | 7.3 | 5.6 | 1.3 | 7.8 | -1.0 | 8.6 | 6.7 | 9.7 | 16.7 | -7.2 |
| Sharpe Ratio | NA | -0.26 | -0.08 | -0.43 | -0.61 | -0.02 | NA | 0.42 | -1.18 | 0.29 | -2.03 | -0.58 | 1.08 | 2.7 | -0.74 | 2.03 | 1.46 | 0.32 | 3.02 | -0.29 | 3.57 | 1.84 | 2.42 | 2.63 | -1.51 |
| Draw Down(%) | NA | 3.2 | 6.1 | 13.5 | 26.5 | 26.5 | NA | 26.5 | 5.2 | 11.6 | 24.1 | 5.0 | 11.9 | 2.1 | 4.1 | 1.7 | 4.0 | 3.1 | 1.3 | 5.5 | 1.1 | 1.7 | 3.0 | 9.2 | 16.6 |
| Standard Deviation(%) | NA | 5.6 | 5.7 | 8.5 | 7.4 | 6.2 | NA | 5.6 | 6.5 | 9.3 | 10.0 | 4.4 | 7.1 | 4.1 | 3.8 | 3.3 | 3.7 | 4.1 | 2.6 | 3.5 | 2.4 | 3.7 | 4.0 | 6.3 | 11.4 |
| Treynor Ratio | NA | -0.02 | 0.0 | -0.03 | -0.04 | 0.0 | NA | 0.03 | -0.07 | 0.02 | -0.18 | -0.03 | 0.09 | 0.1 | -0.02 | 0.07 | 0.07 | 0.02 | 0.11 | -0.01 | 0.12 | 0.1 | 0.15 | 0.32 | -0.33 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | -0.04 |
| Beta | NA | 0.94 | 1.01 | 1.14 | 1.08 | 1.06 | NA | 0.89 | 1.15 | 1.16 | 1.13 | 0.94 | 0.91 | 1.06 | 1.17 | 1.0 | 0.79 | 0.84 | 0.7 | 0.82 | 0.69 | 0.64 | 0.66 | 0.51 | 0.53 |
| RSquared | NA | 0.93 | 0.92 | 0.92 | 0.87 | 0.81 | NA | 0.67 | 0.94 | 0.91 | 0.93 | 0.76 | 0.53 | 0.75 | 0.68 | 0.71 | 0.6 | 0.76 | 0.68 | 0.8 | 0.79 | 0.74 | 0.75 | 0.32 | 0.19 |
| Yield(%) | N/A | 1.6 | 4.4 | 3.9 | 3.0 | 3.7 | 4.0 | N/A | 4.6 | 4.3 | 2.8 | 2.6 | 2.9 | 5.4 | 3.8 | 3.5 | 5.8 | 3.1 | 3.6 | 3.2 | 3.3 | 3.6 | 3.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -66.7 | -5.2 | -1.1 | -26.3 | N/A | N/A | N/A | 7.3 | 23.9 | 1.2 | -4.7 | -43.1 | 32.6 | 15.0 | -41.0 | 83.5 | -10.8 | 10.9 | -0.3 | -4.4 | 14.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2008
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