Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WACSX (WESTERN ASSET CORE BOND FUND CLASS IS) | 3.63% | 5.23% | 1.80% | -1.44% | 1.77% | 2.75% | NA | 3.23% |
Data as of 07/03/2025, AR inception is 09/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WACSX (WESTERN ASSET CORE BOND FUND CLASS IS) | 09/04/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 5.23 | 1.80 | -1.44 | 1.77 | 2.75 | NA | 3.23 | 3.63 | 0.79 | 5.87 | -16.86 | -1.80 | 9.15 | 10.55 | -0.66 | 5.49 | 3.88 | 1.22 | 7.54 | -1.82 | 7.21 | 7.46 | 8.92 | 16.94 | -10.62 |
| Sharpe Ratio | NA | 0.36 | -0.19 | -0.52 | 0.07 | NA | NA | 0.41 | 0.75 | -0.46 | 0.26 | -2.05 | -0.46 | 1.57 | 2.79 | -0.69 | 1.49 | 1.08 | 0.30 | 2.86 | -0.53 | 2.94 | 1.98 | 2.21 | 2.69 | -2.06 |
| Standard Deviation(%) | NA | 5.62 | 7.55 | 6.73 | 5.51 | NA | NA | 5.31 | 5.72 | 6.11 | 8.46 | 8.95 | 3.97 | 5.65 | 3.26 | 2.99 | 3.25 | 3.41 | 4.00 | 2.63 | 3.48 | 2.46 | 3.75 | 4.00 | 6.27 | 14.30 |
| Draw Down(%) | NA | 5.39 | 12.29 | 23.11 | 23.11 | NA | NA | 23.11 | 3.01 | 4.72 | 10.13 | 21.70 | 4.53 | 9.39 | 1.89 | 3.15 | 1.67 | 4.22 | 3.07 | 1.30 | 5.33 | 1.08 | 1.51 | 2.95 | 11.16 | 18.93 |
| Yield(%) | 0.00 | 4.36 | 3.70 | 3.05 | 3.15 | 3.33 | 2.76 | 3.45 | 1.76 | 4.58 | 3.79 | 2.40 | 2.29 | 4.11 | 3.89 | 2.87 | 2.43 | 2.57 | 2.68 | 3.14 | 2.73 | 2.84 | 3.52 | 1.39 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 09/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACSX (WESTERN ASSET CORE BOND FUND CLASS IS) |
-7.08%
Oct 2020 - Oct 2023 |
-1.31%
May 2020 - May 2025 |
0.97%
Oct 2012 - Oct 2022 |
2.74%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WACSX (WESTERN ASSET CORE BOND FUND CLASS IS) |
14.53%
Feb 2009 - Feb 2012 |
9.75%
Feb 2009 - Feb 2014 |
6.49%
Feb 2009 - Feb 2019 |
4.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart