Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WATFX (WESTERN ASSET CORE BOND FUND CLASS I) | -0.15% | 4.71% | 3.93% | -0.79% | 1.64% | 2.47% | 3.42% | … | … |
Data as of 06/04/2026, Common starting date is 08/31/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WATFX (WESTERN ASSET CORE BOND FUND CLASS I) | 08/31/1990 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 4.71 | 3.93 | -0.79 | 1.64 | 2.47 | 3.42 | … | … | -0.15 | 8.02 | 0.65 | 5.92 | -16.92 | -1.84 | 9.11 | 10.44 | -0.62 | 5.19 | 3.97 | 1.22 | 7.37 | -1.84 | 7.16 | 7.39 | 11.78 | 22.36 | -11.93 | 1.69 | 5.86 | 1.92 | 2.91 | 4.37 | 7.04 | 5.86 | 9.87 | -7.55 | -2.54 | 2.42 | -2.28 | 13.55 | -10.36 | 0.45 | -1.06 | 9.42 | 3.00 |
| Sharpe Ratio | NA | 0.77 | 0.20 | -0.48 | 0.02 | NA | NA | … | … | -0.56 | 1.06 | -0.49 | 0.27 | -2.05 | -0.47 | 1.57 | 2.80 | -0.67 | 1.44 | 1.12 | 0.30 | 2.83 | -0.54 | 2.80 | 1.97 | 2.72 | 3.42 | -1.27 | -0.34 | 0.64 | -0.10 | 0.39 | 0.65 | 1.03 | 0.68 | 1.41 | -1.93 | -0.86 | -0.23 | -0.95 | 1.76 | -1.82 | -0.24 | -0.56 | 0.97 | 0.68 |
| Standard Deviation(%) | NA | 4.16 | 6.07 | 6.76 | 5.52 | NA | NA | … | … | 4.31 | 4.87 | 6.04 | 8.41 | 8.98 | 4.00 | 5.62 | 3.20 | 2.99 | 3.16 | 3.35 | 4.01 | 2.60 | 3.50 | 2.56 | 3.73 | 4.29 | 6.52 | 10.14 | 4.28 | 3.81 | 3.40 | 4.92 | 5.60 | 5.70 | 5.09 | 4.02 | 5.66 | 6.96 | 5.45 | 6.22 | 5.44 | 7.39 | 7.06 | 6.33 | 5.63 | 6.13 |
| Draw Down(%) | NA | 3.04 | 8.06 | 22.90 | 23.11 | NA | NA | … | … | 3.04 | 3.01 | 4.64 | 10.24 | 21.67 | 4.55 | 9.33 | 1.89 | 3.18 | 1.60 | 4.23 | 3.00 | 1.38 | 5.34 | 1.05 | 1.51 | 2.95 | 10.65 | 22.45 | 2.93 | 2.63 | 3.13 | 6.42 | 6.66 | 4.04 | 5.29 | 3.70 | 8.22 | 7.08 | 4.67 | 6.02 | 3.36 | 12.19 | 6.04 | 6.28 | 3.54 | 3.31 |
| Yield(%) | 0.00 | 3.90 | 4.12 | 3.01 | 3.12 | 3.18 | 3.71 | … | … | 1.34 | 4.30 | 4.55 | 3.75 | 2.37 | 2.26 | 4.08 | 3.86 | 2.83 | 2.22 | 2.58 | 2.68 | 3.06 | 2.71 | 2.80 | 3.44 | 4.07 | 4.81 | 5.13 | 5.44 | 4.51 | 4.24 | 3.80 | 2.41 | 5.09 | 3.12 | 3.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/31/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATFX (WESTERN ASSET CORE BOND FUND CLASS I) |
-7.14%
Oct 2020 – Oct 2023 |
-1.77%
Feb 2004 – Feb 2009 |
0.22%
Jul 1992 – Jul 2002 |
0.50%
Nov 1993 – Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WATFX (WESTERN ASSET CORE BOND FUND CLASS I) |
16.93%
Feb 2009 – Feb 2012 |
11.09%
Feb 2009 – Feb 2014 |
7.10%
Feb 2009 – Feb 2019 |
5.36%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart