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WGMFX: Western Asset Global Multi Sector FI (MUTUAL FUND)
Basic Info
Asset Class: | Multisector Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/10/2011 |
Last Dividend Date: | 09/30/2014 |
12-Mo. Yield | 2.72% |
Expenses | 1.20% |
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Performance Analytics (As of 11/19/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 08/10/2011 |
2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.5 | 2.2 | 2.8 | 2.5 | 2.0 | -2.8 | 9.2 | 0.1 |
Sharpe Ratio | NA | 0.52 | 0.74 | 0.64 | 0.53 | -0.74 | 3.33 | 0.05 |
Draw Down(%) | NA | 4.2 | 7.3 | 7.3 | 4.2 | 7.3 | 2.0 | 4.4 |
Standard Deviation(%) | NA | 4.2 | 3.7 | 3.8 | 4.4 | 3.9 | 2.8 | 4.7 |
Treynor Ratio | NA | 0.18 | 0.07 | 0.07 | 0.32 | -0.04 | 0.42 | 0.02 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 |
Beta | NA | 0.12 | 0.4 | 0.34 | 0.07 | 0.7 | 0.22 | 0.17 |
RSquared | NA | 0.01 | 0.1 | 0.08 | 0.0 | 0.38 | 0.05 | 0.03 |
Yield(%) | N/A | 2.7 | 2.4 | N/A | 2.3 | 1.5 | 3.0 | 0.0 |
Dividend Growth(%) | N/A | 0.0 | N/A | N/A | 43.8 | -46.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/10/2011
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