WACIX Performance & Returns | Western Asset Core Plus Bond FI

Western Asset Core Plus Bond FI (WACIX)

9.58 +0.06 (+0.63%) USD | Mar 31 2023

Cumulative Total Returns Versus Peers

Performance Versus Category

20%

15%

10%

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Name

YTD

10Y

15Y

Total Return (NAV)

Category Rtn. (NAV)

% Rank in Cat (NAV)

As of March 31, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

YTD

Western Asset Core Plus Bond FI

-1.32%

7.35%

1.01%

4.21%

6.65%

-1.87%

11.87%

8.98%

-2.27%

-19.14%

3.26%

Bloomberg US Aggregate

-2.02%

5.97%

0.55%

2.65%

3.54%

0.01%

8.72%

7.51%

-1.54%

-13.01%

2.96%

Metropolitan West Total Return Bd I-2

0.20%

5.83%

-0.05%

2.32%

3.10%

-0.06%

8.94%

9.11%

-1.21%

-14.86%

2.80%

American Funds Strategic Bond F-1

3.11%

0.16%

7.94%

18.02%

-1.04%

-12.81%

3.52%

PF Managed Bond P

-1.43%

4.99%

0.81%

4.34%

6.26%

-1.22%

9.87%

9.71%

-1.23%

-16.67%

2.84%

Western Asset Core Bond FI

-2.06%

7.10%

0.84%

3.73%

4.83%

-1.06%

10.13%

8.73%

-2.18%

-17.21%

3.39%

As of March 31, 2023.

Periodic Total Returns Versus Peers

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Name

10Y

15Y

20Y

Western Asset Core Plus Bond FI

2.22%

3.26%

6.54%

-8.33%

-3.07%

-0.24%

1.46%

3.70%

3.87%

4.52%

Bloomberg US Aggregate

2.54%

2.96%

4.89%

-4.78%

-2.77%

0.91%

1.36%

2.71%

3.18%

4.37%

Metropolitan West Total Return Bd I-2

2.10%

2.80%

4.56%

-6.43%

-2.55%

0.81%

1.30%

3.67%

4.46%

5.07%

American Funds Strategic Bond F-1

3.19%

3.52%

5.49%

-6.48%

-0.72%

2.94%

2.59%

PF Managed Bond P

2.03%

2.84%

4.57%

-7.38%

-2.71%

0.36%

1.47%

3.29%

3.67%

3.97%

Western Asset Core Bond FI

2.32%

3.39%

5.68%

-7.11%

-2.96%

0.16%

1.35%

3.36%

3.34%

5.42%

As of March 31, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

20%

15%

10%

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Name

10Y

15Y

Upside

Downside

Capture Ratio

As of February 28, 2023