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SDSYX: WESTERN ASSET GLOBAL STRATEGIC INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 4.98 0.02(0.40%) June 05
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 10/19/1995 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 6.57% |
| Expenses | 0.54% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/19/1995 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 0.5 | 5.9 | 7.0 | 2.5 | 4.0 | 4.3 | 4.7 | 5.0 | 8.3 | 6.0 | 10.0 | -12.3 | 2.7 | 4.0 | 12.8 | -3.8 | 8.9 | 9.0 | 1.0 | 4.4 | 1.4 | 13.1 | 7.3 | 11.9 | 28.9 | -18.0 | 0.1 | 7.6 | 3.8 | 7.4 | 12.2 | 4.4 | 2.4 | 2.2 | 0.1 | 6.2 | 7.9 | 10.8 | 2.6 |
| Sharpe Ratio | NA | -0.34 | 0.9 | 0.84 | -0.01 | 0.48 | NA | NA | 0.75 | 1.46 | 0.55 | 1.07 | -2.48 | 1.18 | 0.4 | 3.91 | -1.54 | 3.05 | 2.32 | 0.17 | 1.47 | 0.34 | 5.11 | 1.89 | 2.8 | 4.31 | -1.94 | -0.78 | 1.14 | 0.62 | 1.96 | 3.46 | 1.5 | -0.04 | -0.76 | -1.11 | 0.73 | 1.01 | 1.57 | 2.26 |
| Draw Down(%) | NA | 2.8 | 2.8 | 4.3 | 16.8 | 20.6 | NA | NA | 27.6 | 3.1 | 2.4 | 4.4 | 16.5 | 2.1 | 20.6 | 1.0 | 5.2 | 1.1 | 3.1 | 5.0 | 3.3 | 7.0 | 1.2 | 3.2 | 2.7 | 8.4 | 26.7 | 4.8 | 3.1 | 2.6 | 4.6 | 4.7 | 2.1 | 3.1 | 2.2 | 4.3 | 1.9 | 2.3 | 1.9 | 1.0 |
| Standard Deviation(%) | NA | 4.0 | 3.6 | 4.5 | 4.7 | 4.8 | NA | NA | 4.5 | 3.7 | 4.2 | 6.0 | 5.6 | 2.3 | 9.4 | 2.9 | 3.4 | 2.7 | 3.8 | 5.7 | 3.0 | 4.1 | 2.6 | 3.8 | 4.2 | 6.7 | 9.8 | 4.0 | 3.7 | 2.5 | 3.3 | 3.3 | 2.2 | 2.6 | 2.6 | 3.0 | 3.7 | 4.1 | 4.5 | 4.5 |
| Treynor Ratio | NA | -0.02 | 0.05 | 0.06 | 0.0 | 0.04 | NA | NA | 0.06 | 0.1 | 0.04 | 0.09 | -0.27 | 0.09 | 0.06 | 0.59 | -0.09 | 0.21 | 0.28 | 0.02 | 0.13 | 0.02 | 0.26 | 0.13 | 0.13 | 0.3 | -0.21 | -0.05 | 0.04 | 0.03 | 0.11 | 0.2 | 0.11 | 0.0 | -0.06 | -0.07 | 0.08 | 0.13 | 0.23 | -2.97 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.01 | 0.02 | -0.03 | 0.01 | 0.0 | 0.04 | -0.02 | 0.03 | 0.03 | 0.0 | 0.01 | 0.01 | 0.04 | 0.01 | 0.02 | 0.08 | -0.1 | -0.02 | 0.01 | 0.01 | 0.02 | 0.04 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.03 | 0.04 |
| Beta | NA | 0.71 | 0.66 | 0.65 | 0.58 | 0.55 | NA | NA | 0.55 | 0.55 | 0.6 | 0.68 | 0.5 | 0.3 | 0.66 | 0.19 | 0.56 | 0.4 | 0.31 | 0.42 | 0.33 | 0.67 | 0.51 | 0.58 | 0.88 | 0.95 | 0.92 | 0.58 | 0.96 | 0.54 | 0.58 | 0.56 | 0.3 | 0.31 | 0.36 | 0.49 | 0.33 | 0.33 | 0.3 | -0.03 |
| RSquared | NA | 0.55 | 0.52 | 0.61 | 0.55 | 0.32 | NA | NA | 0.29 | 0.45 | 0.6 | 0.69 | 0.49 | 0.25 | 0.12 | 0.05 | 0.23 | 0.19 | 0.09 | 0.08 | 0.09 | 0.3 | 0.31 | 0.42 | 0.71 | 0.43 | 0.35 | 0.34 | 0.77 | 0.47 | 0.56 | 0.61 | 0.33 | 0.34 | 0.32 | 0.53 | 0.14 | 0.11 | 0.12 | 0.0 |
| Yield(%) | N/A | 2.3 | 6.6 | 7.2 | 5.6 | 5.5 | 5.5 | 5.5 | N/A | 7.4 | 7.5 | 7.5 | 5.0 | 4.3 | 4.7 | 6.4 | 5.7 | 5.4 | 5.6 | 11.6 | 5.6 | 5.1 | 4.4 | 4.7 | 4.6 | 6.8 | 5.0 | 6.5 | 6.2 | 5.9 | 5.1 | 6.0 | 6.2 | 7.6 | 7.4 | 6.8 | 7.6 | 8.7 | 8.7 | 2.2 |
| Dividend Growth(%) | N/A | -69.1 | -12.2 | 23.8 | 1.8 | -13.8 | -18.3 | N/A | N/A | -2.6 | 1.1 | 23.1 | 16.3 | -10.8 | -20.9 | 1.1 | 9.9 | -1.8 | -56.9 | 106.5 | 4.3 | 26.4 | -4.3 | 9.3 | -17.5 | 3.7 | -27.1 | 5.2 | 4.2 | 17.2 | -9.6 | -5.6 | -23.2 | -1.7 | 0.7 | -11.8 | -12.6 | 0.0 | 302.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/1995
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