Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) | -0.66% | 4.27% | 3.62% | -1.10% | 1.32% | 2.15% | 3.13% | … | … |
Data as of 06/05/2026, Common starting date is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) | 07/21/1999 | 06/05/2026 |
| 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 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 4.27 | 3.62 | -1.10 | 1.32 | 2.15 | 3.13 | … | … | -0.66 | 7.55 | 0.86 | 5.46 | -17.20 | -2.16 | 8.74 | 10.13 | -1.05 | 5.11 | 3.49 | 0.84 | 7.11 | -2.06 | 6.82 | 7.17 | 11.65 | 22.08 | -12.22 | 1.74 | 5.62 | 1.62 | 2.65 | 5.26 | 1.79 | 5.74 | 13.09 | -0.66 |
| Sharpe Ratio | NA | 0.40 | 0.06 | -0.54 | -0.06 | NA | NA | … | … | -0.94 | 0.97 | -0.45 | 0.22 | -2.11 | -0.56 | 1.51 | 2.71 | -0.82 | 1.40 | 0.96 | 0.20 | 2.77 | -0.59 | 2.74 | 1.91 | 2.73 | 3.36 | -1.29 | -0.33 | 0.59 | -0.19 | 0.34 | 0.82 | 0.14 | 0.20 | 2.05 | -1.00 |
| Standard Deviation(%) | NA | 4.08 | 6.05 | 6.72 | 5.49 | NA | NA | … | … | 4.32 | 4.82 | 6.06 | 8.41 | 8.87 | 3.92 | 5.61 | 3.20 | 2.97 | 3.19 | 3.43 | 3.99 | 2.56 | 3.51 | 2.49 | 3.74 | 4.24 | 6.54 | 10.15 | 4.35 | 3.75 | 3.37 | 4.96 | 5.53 | 4.57 | 16.41 | 4.33 | 4.97 |
| Draw Down(%) | NA | 3.13 | 8.13 | 23.22 | 23.63 | NA | NA | … | … | 3.13 | 3.01 | 4.52 | 10.38 | 21.94 | 4.60 | 9.40 | 1.89 | 3.28 | 1.70 | 4.32 | 3.14 | 1.30 | 5.43 | 1.08 | 1.51 | 2.89 | 10.57 | 22.59 | 2.98 | 2.72 | 3.17 | 6.48 | 6.79 | 5.10 | 11.32 | 3.49 | 2.81 |
| Yield(%) | 0.00 | 3.59 | 3.95 | 2.80 | 2.85 | 2.89 | 3.43 | … | … | 1.21 | 3.95 | 4.66 | 3.41 | 2.05 | 1.93 | 3.73 | 3.49 | 2.49 | 2.06 | 2.18 | 2.31 | 2.81 | 2.41 | 2.55 | 3.23 | 3.85 | 4.57 | 4.91 | 5.39 | 4.28 | 3.95 | 3.55 | 3.28 | 0.00 | 3.08 | 6.90 | 3.00 |
Data as of 06/05/2026, Common starting date is 07/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) |
-7.43%
Oct 2020 – Oct 2023 |
-2.01%
Jul 2020 – Jul 2025 |
0.61%
Oct 2012 – Oct 2022 |
2.20%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) |
16.68%
Feb 2009 – Feb 2012 |
10.84%
Feb 2009 – Feb 2014 |
6.82%
Feb 2009 – Feb 2019 |
5.09%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart