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WABAX: WESTERN ASSET CORE BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.53 0.06(0.57%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (14%) |
| Start Date: | 05/03/2012 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.52% |
| Expenses | 0.42% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -0.8 | 3.9 | 3.6 | -1.1 | 1.3 | 1.8 | 7.6 | 0.7 | 5.6 | -17.2 | -2.2 | 8.7 | 10.0 | -1.0 | 4.8 | 3.6 | 0.8 | 7.0 | -2.2 | 3.7 |
| Sharpe Ratio | NA | -0.97 | 0.3 | 0.05 | -0.54 | -0.07 | 0.13 | 0.98 | -0.48 | 0.23 | -2.05 | -0.56 | 1.51 | 2.7 | -0.81 | 1.31 | 1.01 | 0.19 | 2.73 | -0.64 | 2.39 |
| Draw Down(%) | NA | 3.1 | 3.1 | 8.1 | 23.2 | 23.6 | 23.6 | 3.1 | 4.5 | 10.4 | 21.9 | 4.6 | 9.3 | 1.9 | 3.3 | 1.6 | 4.5 | 3.1 | 1.3 | 5.5 | 1.1 |
| Standard Deviation(%) | NA | 4.4 | 4.2 | 6.0 | 6.8 | 5.5 | 5.0 | 4.8 | 6.0 | 8.4 | 9.1 | 3.9 | 5.6 | 3.2 | 3.0 | 3.2 | 3.3 | 3.9 | 2.6 | 3.5 | 2.4 |
| Treynor Ratio | NA | -0.05 | 0.01 | 0.0 | -0.04 | 0.0 | 0.01 | 0.05 | -0.03 | 0.02 | -0.19 | -0.02 | 0.09 | 0.1 | -0.02 | 0.04 | 0.04 | 0.01 | 0.09 | -0.03 | 0.08 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.87 | 0.91 | 1.02 | 1.0 | 0.98 | 0.95 | 0.95 | 1.03 | 1.06 | 0.99 | 0.95 | 0.9 | 0.86 | 0.96 | 0.97 | 0.77 | 0.85 | 0.74 | 0.86 | 0.7 |
| RSquared | NA | 0.89 | 0.86 | 0.92 | 0.9 | 0.86 | 0.84 | 0.9 | 0.91 | 0.95 | 0.86 | 0.86 | 0.7 | 0.8 | 0.75 | 0.71 | 0.73 | 0.83 | 0.76 | 0.83 | 0.76 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | 3.9 | 4.6 | 3.4 | 2.1 | 1.9 | 3.7 | 3.5 | 2.5 | 2.0 | 2.0 | 2.2 | 2.7 | 2.3 | 1.4 |
| Dividend Growth(%) | N/A | -67.8 | N/A | N/A | N/A | N/A | N/A | -18.7 | 37.3 | 35.6 | 2.7 | -46.2 | 13.6 | 36.7 | 23.8 | 3.0 | -11.3 | -14.6 | 11.8 | 75.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/2012
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