Find A Portfolio/Ticker
Comparison Box
WATFX: Western Asset Core Bond I (MUTUAL FUND)
Basic Info 13.72 0(0.0%) September 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 08/31/1990 |
| Last Dividend Date: | 08/31/2020 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.52% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/22/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 7.1 | 8.1 | 5.9 | 5.1 | 4.7 | 4.9 | 3.6 | 10.4 | -0.6 | 5.2 | 4.0 | 1.2 | 7.4 | -1.8 | 7.2 | 7.4 | 11.8 | 22.4 | -11.9 | 1.7 | 5.9 | 1.9 | 2.9 | 4.4 | 7.0 | 5.9 | 9.9 | -7.6 | -2.5 | 2.4 | -2.3 | 13.5 | -10.4 | 0.4 | -1.1 | 9.4 | 3.0 |
| SR | NA | 1.57 | 1.45 | 1.17 | 1.13 | 1.21 | NA | 0.35 | 2.82 | -0.65 | 1.45 | 1.12 | 0.3 | 2.83 | -0.53 | 2.81 | 1.97 | 2.73 | 3.42 | -1.26 | -0.31 | 0.68 | -0.07 | 0.4 | 0.66 | 1.04 | 0.71 | 1.45 | -1.9 | -0.84 | -0.2 | -0.92 | 1.78 | -1.8 | -0.23 | -0.54 | 1.0 | 0.73 |
| DD(%) | NA | 9.3 | 9.3 | 9.3 | 9.3 | 9.3 | NA | 22.5 | 1.9 | 3.2 | 1.6 | 4.2 | 3.0 | 1.4 | 5.3 | 1.1 | 1.5 | 3.0 | 10.6 | 22.5 | 2.9 | 2.6 | 3.1 | 6.4 | 6.7 | 4.0 | 5.3 | 3.7 | 8.2 | 7.1 | 4.7 | 6.0 | 3.4 | 12.2 | 6.0 | 6.3 | 3.5 | 3.3 |
| SD(%) | NA | 6.4 | 5.7 | 4.1 | 3.8 | 3.6 | NA | 5.3 | 3.2 | 3.0 | 3.2 | 3.4 | 4.0 | 2.6 | 3.5 | 2.6 | 3.7 | 4.3 | 6.5 | 10.1 | 4.3 | 3.8 | 3.4 | 4.9 | 5.6 | 5.7 | 5.1 | 4.0 | 5.7 | 7.0 | 5.5 | 6.2 | 5.4 | 7.4 | 7.1 | 6.3 | 5.6 | 6.1 |
| TR | NA | 0.11 | 0.09 | 0.05 | 0.05 | 0.05 | NA | 0.02 | 0.1 | -0.02 | 0.05 | 0.05 | 0.01 | 0.1 | -0.02 | 0.1 | 0.11 | 0.16 | 0.37 | -0.2 | -0.02 | 0.03 | 0.0 | 0.02 | 0.04 | 0.08 | 0.05 | 0.08 | -0.14 | -0.09 | -0.01 | -0.07 | 0.13 | -0.13 | -0.02 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.04 | -0.03 | -0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.03 | -0.03 | -0.02 | -0.02 | -0.01 | -0.03 | 0.0 | NA | NA | NA |
| Beta(%) | NA | 0.89 | 0.9 | 0.9 | 0.88 | 0.82 | NA | 0.77 | 0.86 | 0.95 | 0.98 | 0.78 | 0.86 | 0.74 | 0.87 | 0.73 | 0.68 | 0.72 | 0.6 | 0.64 | 0.68 | 0.98 | 0.79 | 0.87 | 0.93 | 0.74 | 0.69 | 0.69 | 0.78 | 0.63 | 0.78 | 0.82 | 0.76 | 1.01 | 0.91 | NA | NA | NA |
| RS | NA | 0.7 | 0.72 | 0.72 | 0.73 | 0.76 | NA | 0.45 | 0.79 | 0.72 | 0.75 | 0.72 | 0.83 | 0.73 | 0.86 | 0.78 | 0.8 | 0.74 | 0.4 | 0.25 | 0.53 | 0.85 | 0.76 | 0.71 | 0.74 | 0.47 | 0.7 | 0.68 | 0.51 | 0.25 | 0.39 | 0.66 | 0.54 | 0.56 | 0.02 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/1990
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- SRBFX (Columbia Intermediate Bond Z) (100%)
- CBFYX (Columbia Bond Y) (100%)
- SCPZX (Scout Core Plus Bond Instl) (99%)
- SCCIX (Scout Core Bond I) (99%)
- GIBIX (Guggenheim Total Return Bond Instl) (99%)
- SIUSX (Guggenheim US Intermediate Bond A) (99%)
- WIPIX (Wells Fargo Advantage Income Plus I) (99%)
- GIBLX (Guggenheim Total Return P) (98%)
- NERYX (Loomis Sayles Core Plus Bond Y) (98%)
- FBNDX (Fidelity Investment Grade Bond) (97%)
Best ETFs
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (92%)
- BIV (Vanguard Intermediate-Term Bond ETF) (89%)
- BOND (PIMCO Total Return Active ETF) (85%)
- GBF (iShares Government/Credit Bond) (82%)
- FBND (Fidelity Total Bond ETF) (81%)
- AGG (iShares Core US Aggregate Bond) (71%)
- SCHZ (Schwab US Aggregate Bond ETF) (65%)
- CMBS (iShares CMBS) (54%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (50%)
- GVI (iShares Interm Government/Credit Bd) (48%)