Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) | -0.28% | 4.23% | 3.44% | -1.76% | 1.37% | 2.33% | 3.66% | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) | 07/23/2001 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.23 | 3.44 | -1.76 | 1.37 | 2.33 | 3.66 | … | … | -0.28 | 7.65 | -1.09 | 6.50 | -19.15 | -2.26 | 9.01 | 11.87 | -1.86 | 6.86 | 4.03 | 0.99 | 7.35 | -1.31 | 8.25 | 6.37 | 11.59 | 25.49 | -8.33 | 2.71 | 6.54 | 2.29 | 5.83 | 6.46 | 1.80 | -10.70 |
| Sharpe Ratio | NA | 0.64 | 0.12 | -0.57 | -0.03 | NA | NA | … | … | -0.56 | 0.98 | -0.72 | 0.31 | -2.09 | -0.54 | 1.25 | 2.59 | -0.85 | 1.93 | 1.08 | 0.23 | 2.94 | -0.39 | 3.49 | 1.78 | 2.78 | 3.80 | -1.04 | -0.11 | 0.81 | 0.01 | 1.15 | 1.17 | 0.15 | -1.35 |
| Standard Deviation(%) | NA | 4.35 | 6.63 | 7.35 | 6.14 | NA | NA | … | … | 4.73 | 4.86 | 6.51 | 9.31 | 9.90 | 4.25 | 6.97 | 4.01 | 3.83 | 3.22 | 3.54 | 4.14 | 2.49 | 3.40 | 2.37 | 3.57 | 4.13 | 6.68 | 8.91 | 4.22 | 3.88 | 3.23 | 4.24 | 4.90 | 4.43 | 18.58 |
| Draw Down(%) | NA | 3.60 | 9.94 | 25.78 | 26.09 | NA | NA | … | … | 3.60 | 2.91 | 5.34 | 11.74 | 24.38 | 5.11 | 11.90 | 2.13 | 4.51 | 1.73 | 4.17 | 3.21 | 1.20 | 5.48 | 1.06 | 1.61 | 3.07 | 8.42 | 18.28 | 2.92 | 2.61 | 3.27 | 4.88 | 5.96 | 5.21 | 16.14 |
| Yield(%) | 0.00 | 4.09 | 4.16 | 3.06 | 3.49 | 3.49 | 4.29 | … | … | 1.44 | 4.52 | 4.27 | 3.93 | 2.45 | 2.83 | 3.94 | 4.94 | 3.45 | 2.93 | 4.38 | 2.71 | 3.25 | 2.82 | 3.03 | 3.31 | 5.00 | 7.88 | 6.81 | 5.92 | 4.71 | 5.07 | 4.10 | 3.47 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/23/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) |
-8.02%
Oct 2020 – Oct 2023 |
-2.40%
Jul 2020 – Jul 2025 |
0.72%
Oct 2013 – Oct 2023 |
2.34%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACIX (WESTERN ASSET CORE PLUS BOND FUND CLASS FI) |
16.76%
Feb 2009 – Feb 2012 |
11.27%
Nov 2008 – Nov 2013 |
7.23%
Feb 2009 – Feb 2019 |
5.73%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart