Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) | 3.45% | 5.25% | 1.56% | -1.74% | 1.43% | 2.46% | 2.95% | 3.52% |
Data as of 07/03/2025, AR inception is 07/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAPIX (WESTERN ASSET CORE BOND FUND CLASS FI) | 07/21/1999 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 5.25 | 1.56 | -1.74 | 1.43 | 2.46 | 2.95 | 3.52 | 3.45 | 0.85 | 5.45 | -17.22 | -2.17 | 8.75 | 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 | 0.36 | -0.23 | -0.56 | 0.01 | NA | NA | 0.34 | 0.69 | -0.46 | 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 | 5.62 | 7.51 | 6.68 | 5.47 | NA | NA | 5.98 | 5.72 | 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 | 5.08 | 12.35 | 23.64 | 23.64 | NA | NA | 23.64 | 3.01 | 4.52 | 10.39 | 21.95 | 4.61 | 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 | 4.47 | 3.48 | 2.80 | 2.82 | 3.02 | 3.32 | 3.72 | 1.58 | 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 07/03/2025, AR inception 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) |
-7.44%
Oct 2020 - Oct 2023 |
-1.98%
Feb 2004 - Feb 2009 |
0.60%
Oct 2012 - Oct 2022 |
2.49%
Jun 2010 - Jun 2025 |
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