Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HBDIX (WESTERN ASSET CORPORATE BOND FUND CLASS B) NA 5.57% 3.43% 4.52% 3.76% 4.27% 4.78%
Data as of 12/30/2016, Common starting date is 04/02/1982
More Performance Analytics Comparison
Name Start Date End Date
HBDIX (WESTERN ASSET CORPORATE BOND FUND CLASS B) 04/02/1982 12/30/2016
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1989 1988 1987 1986 1985 1984 1983 1982
Annualized Return (%) 0.00 5.57 3.43 4.52 3.76 4.27 4.78 4.75 -1.60 7.10 -0.47 13.54 4.41 10.78 31.99 -24.47 0.94 2.43 1.24 5.92 4.76 12.05 9.19 10.60 -9.41 7.76 16.52 -0.99 33.17 -11.80 16.84 8.43 22.58 3.02 15.71 6.54 -9.43 17.41 25.54 12.63 5.67 21.41
Sharpe Ratio NA 1.88 1.00 1.25 0.59 NA NA 1.64 -0.38 2.50 -0.12 4.05 0.74 1.94 4.03 -2.50 -0.47 -0.17 -0.16 0.73 0.48 1.53 0.88 1.06 -1.60 0.43 -4.09 -0.41 3.18 -1.35 1.86 1.03 3.21 -0.36 1.71 0.24 -0.98 1.73 2.46 0.87 -0.06 3.40
Standard Deviation(%) NA 2.86 3.35 3.56 5.67 NA NA 2.76 4.24 2.83 4.25 3.36 5.90 5.52 7.91 10.12 4.41 5.21 5.78 6.78 8.43 7.17 7.96 6.17 7.88 10.30 9.43 10.99 9.21 10.92 7.89 5.83 5.85 6.26 5.86 7.71 13.69 7.64 8.27 6.79 6.33 6.64
Draw Down(%) NA 3.99 7.97 7.97 32.51 NA NA 3.99 5.21 1.84 7.34 1.45 6.59 4.28 11.53 31.20 3.29 6.08 5.28 8.33 10.92 4.64 5.59 5.72 11.12 10.09 6.15 11.36 4.96 15.76 6.10 4.90 2.66 6.51 3.40 6.58 20.51 5.67 4.09 8.67 6.31 3.10
Yield(%) 0.00 1.72 2.64 3.04 3.42 4.03 4.61 1.03 3.30 3.15 3.08 3.42 3.99 4.89 5.98 4.29 4.36 4.35 4.82 6.10 4.52 5.21 5.73 5.84 5.20 8.25 8.58 6.12 7.74 6.49 7.05 7.33 8.31 7.92 8.54 8.36 9.31 9.17 13.29 11.46 11.03 8.11
Data as of 12/30/2016, Common starting date is 04/02/1982
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBDIX (WESTERN ASSET CORPORATE BOND FUND CLASS B) -9.70%
Feb 2006 – Feb 2009
-5.43%
Mar 2004 – Mar 2009
-0.04%
Nov 1998 – Nov 2008
2.35%
Oct 1993 – Oct 2008
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HBDIX (WESTERN ASSET CORPORATE BOND FUND CLASS B) 19.59%
Aug 1983 – Aug 1986
14.36%
Aug 1988 – Aug 1993
12.20%
Aug 1983 – Aug 1993
10.77%
Jul 1982 – Jul 1997
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return