Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) | -0.16% | 4.68% | 3.81% | -1.50% | 1.68% | 2.65% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) | 08/06/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.68 | 3.81 | -1.50 | 1.68 | 2.65 | NA | … | … | -0.16 | 8.03 | -0.73 | 6.95 | -18.83 | -2.49 | 7.99 | 12.33 | -1.46 | 7.31 | 5.64 | 1.32 | 7.76 | -0.97 | 8.56 | 6.75 | 9.67 | 16.71 | -7.17 |
| Sharpe Ratio | NA | 0.73 | 0.17 | -0.53 | 0.02 | NA | NA | … | … | -0.57 | 1.07 | -0.66 | 0.36 | -2.03 | -0.58 | 1.08 | 2.68 | -0.75 | 2.02 | 1.46 | 0.31 | 3.02 | -0.29 | 3.57 | 1.84 | 2.42 | 2.63 | -1.51 |
| Standard Deviation(%) | NA | 4.34 | 6.62 | 7.39 | 6.20 | NA | NA | … | … | 4.60 | 4.84 | 6.55 | 9.33 | 10.02 | 4.37 | 7.13 | 4.05 | 3.79 | 3.30 | 3.72 | 4.08 | 2.57 | 3.45 | 2.40 | 3.66 | 3.95 | 6.31 | 11.42 |
| Draw Down(%) | NA | 3.50 | 9.93 | 25.44 | 26.50 | NA | NA | … | … | 3.50 | 3.01 | 5.17 | 11.58 | 24.13 | 5.04 | 11.90 | 2.13 | 4.11 | 1.69 | 3.98 | 3.06 | 1.28 | 5.47 | 1.06 | 1.70 | 3.05 | 9.17 | 16.63 |
| Yield(%) | 0.00 | 4.43 | 4.52 | 3.24 | 3.75 | 3.80 | 3.63 | … | … | 1.58 | 4.88 | 4.62 | 4.35 | 2.79 | 2.60 | 2.85 | 5.36 | 3.84 | 3.45 | 5.84 | 3.12 | 3.64 | 3.16 | 3.33 | 3.58 | 3.31 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) |
-8.31%
Oct 2020 – Oct 2023 |
-2.44%
Jul 2020 – Jul 2025 |
1.02%
Oct 2013 – Oct 2023 |
2.65%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAPSX (WESTERN ASSET CORE PLUS BOND FUND CLASS IS) |
13.73%
Feb 2009 – Feb 2012 |
9.65%
Feb 2009 – Feb 2014 |
6.79%
Feb 2009 – Feb 2019 |
4.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart