Find A Portfolio/Ticker
Comparison Box
WATFX: Western Asset Core Bond I (MUTUAL FUND)
Basic Info 12.79 0.02(0.16%) January 24
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 08/31/1990 |
| Last Dividend Date: | 12/31/2021 |
| 12-Mo. Yield | 3.94% |
| Expenses | 0.52% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/24/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 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 | -2.3 | -2.6 | 4.9 | 4.0 | 3.7 | 4.4 | 3.4 | -1.4 | 9.1 | 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 | -5.64 | -0.53 | 1.02 | 0.83 | 0.93 | NA | 0.32 | -0.36 | 1.58 | 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 | 1.44 | -1.9 | -0.84 | -0.2 | -0.92 | 1.78 | -1.8 | -0.23 | -0.54 | 1.0 | 0.73 |
| DD(%) | NA | 2.8 | 3.8 | 9.3 | 9.3 | 9.3 | NA | 22.5 | 4.5 | 9.3 | 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 | 5.7 | 4.2 | 4.5 | 4.0 | 3.6 | NA | 5.2 | 4.1 | 5.6 | 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 | -0.35 | -0.02 | 0.05 | 0.04 | 0.04 | NA | 0.02 | -0.01 | 0.1 | 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 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 | 0.92 | 0.93 | 0.91 | 0.92 | 0.87 | NA | 0.77 | 0.98 | 0.91 | 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 | 0.75 | 0.81 | 0.75 | 0.75 | 0.76 | NA | 0.46 | 0.86 | 0.7 | 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
- VBMFX (Vanguard Total Bond Market Index Inv) 0.18% (100%)
- VBIIX (Vanguard Interm-Term Bond Index Inv) 0.09% (100%)
- CMFCX (American Funds Mortgage 529C) 0.10% (99%)
- INCMX (FundX Flexible Income) 0.11% (99%)
- VFICX (Vanguard Interm-Term Invmt-Grade Inv) 0.10% (99%)
- VFIDX (Vanguard Interm-Term Investment-Grade Ad) (98%)
- GPBFX (GMO Core Plus Bond IV) 0.21% (98%)
- SAMIX (RidgeWorth Intermediate Bond I) 0.80% (98%)
- OWFIX (Old Westbury Fixed Income) 0.0% (98%)
- TAIBX (Target Intermediate-Term Bond T) 0.20% (98%)
Best ETFs
- AGG (iShares Core US Aggregate Bond) 0.12% (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.07% (99%)
- BND (Vanguard Total Bond Market ETF) 0.16% (99%)
- GBF (iShares Government/Credit Bond) 0.18% (99%)
- GVI (iShares Interm Government/Credit Bd) 0.01% (99%)
- MBB (iShares MBS) 0.09% (98%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.07% (35%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.10% (35%)
- SCHZ (Schwab US Aggregate Bond ETF) 0.08% (31%)
- BOND (PIMCO Total Return Active ETF) 0.01% (30%)
Best Closed End Funds
* Day change on 01/24/2022.Latest Articles Related to WATFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
