Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) | 3.32% | 4.92% | 1.23% | -2.04% | 1.08% | NA | NA | 1.45% |
Data as of 07/03/2025, AR inception is 04/30/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) | 04/30/2012 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 4.92 | 1.23 | -2.04 | 1.08 | NA | NA | 1.45 | 3.32 | 0.53 | 5.13 | -17.47 | -2.49 | 8.38 | 9.69 | -1.39 | 4.57 | 3.27 | 0.52 | 6.71 | -2.40 | 3.55 |
| Sharpe Ratio | NA | 0.30 | -0.27 | -0.61 | -0.05 | NA | NA | 0.07 | 0.63 | -0.51 | 0.18 | -2.12 | -0.63 | 1.45 | 2.61 | -0.95 | 1.24 | 0.91 | 0.13 | 2.63 | -0.70 | 2.33 |
| Standard Deviation(%) | NA | 5.65 | 7.49 | 6.69 | 5.46 | NA | NA | 4.99 | 5.80 | 6.06 | 8.36 | 8.93 | 3.96 | 5.58 | 3.14 | 2.93 | 3.16 | 3.37 | 3.91 | 2.55 | 3.49 | 2.28 |
| Draw Down(%) | NA | 5.19 | 12.37 | 24.05 | 24.05 | NA | NA | 24.05 | 3.10 | 4.56 | 10.56 | 22.07 | 4.57 | 9.32 | 1.97 | 3.47 | 1.64 | 4.51 | 3.11 | 1.30 | 5.55 | 1.05 |
| Yield(%) | 0.00 | 4.15 | 3.19 | 2.53 | 2.48 | 2.12 | 1.59 | 2.45 | 1.45 | 4.33 | 3.10 | 1.78 | 1.61 | 3.39 | 3.15 | 2.15 | 1.70 | 1.71 | 1.99 | 2.43 | 2.06 | 1.14 |
Data as of 07/03/2025, AR inception is 04/30/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) |
-7.75%
Oct 2020 - Oct 2023 |
-1.94%
May 2020 - May 2025 |
0.25%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WABRX (WESTERN ASSET CORE BOND FUND CLASS R) |
5.75%
Jul 2018 - Jul 2021 |
4.83%
Dec 2015 - Dec 2020 |
1.63%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart