Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAPAX (WESTERN ASSET CORE PLUS BOND FUND CLASS A) | -0.38% | 4.77% | 3.33% | -1.81% | 1.24% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAPAX (WESTERN ASSET CORE PLUS BOND FUND CLASS A) | 05/03/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.77 | 3.33 | -1.81 | 1.24 | NA | NA | … | … | -0.38 | 7.61 | -1.14 | 6.41 | -19.08 | -2.89 | 7.48 | 11.89 | -1.85 | 6.72 | 5.27 | 0.76 | 7.36 | -1.35 | 4.46 |
| Sharpe Ratio | NA | 0.63 | 0.11 | -0.59 | -0.05 | NA | NA | … | … | -0.57 | 0.98 | -0.74 | 0.30 | -2.07 | -0.68 | 1.01 | 2.61 | -0.84 | 1.80 | 1.33 | 0.18 | 2.89 | -0.41 | 3.13 |
| Standard Deviation(%) | NA | 4.34 | 6.58 | 7.34 | 6.18 | NA | NA | … | … | 4.59 | 4.84 | 6.42 | 9.31 | 9.93 | 4.28 | 7.13 | 4.00 | 3.85 | 3.38 | 3.80 | 4.05 | 2.54 | 3.39 | 2.18 |
| Draw Down(%) | NA | 3.60 | 9.94 | 25.78 | 27.07 | NA | NA | … | … | 3.60 | 2.91 | 5.06 | 11.83 | 24.38 | 5.12 | 11.91 | 2.13 | 4.51 | 1.73 | 4.29 | 3.13 | 1.20 | 5.50 | 0.95 |
| Yield(%) | 0.00 | 4.08 | 4.13 | 2.94 | 3.36 | 3.10 | 2.32 | … | … | 1.45 | 4.48 | 4.22 | 3.94 | 2.46 | 2.21 | 2.45 | 4.95 | 3.46 | 3.06 | 5.21 | 2.66 | 3.26 | 2.78 | 1.71 |
Data as of 06/03/2026, Common starting date is 05/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPAX (WESTERN ASSET CORE PLUS BOND FUND CLASS A) |
-8.65%
Oct 2020 – Oct 2023 |
-2.81%
Jul 2020 – Jul 2025 |
0.60%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPAX (WESTERN ASSET CORE PLUS BOND FUND CLASS A) |
6.21%
Oct 2018 – Oct 2021 |
5.81%
Dec 2015 – Dec 2020 |
1.97%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart