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Western Asset Core Bond I (WATFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
10.60+0.02 (+0.19%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.77%
5-Year Average Return-0.90%
Number of Years Up26
Number of Years Down7
Best 1 Yr Total Return (Nov 5, 2024)23.68%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return23.68%
Worst 3-Yr Total Return-4.77%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWATFXCategory
YTD1.27%-1.22%
1-Month-2.95%0.67%
3-Month-0.19%1.77%
1-Year11.80%0.77%
3-Year-3.76%5.26%
5-Year-0.87%3.02%
10-Year1.58%3.31%
Last Bull Market9.43%3.52%
Last Bear Market-6.48%3.25%

Annual Total Return (%) History

Year
WATFXCategory
2024
N/AN/A
2023
5.89%N/A
2022
-16.92%N/A
2021
-1.84%N/A
2020
9.11%7.52%
2019
10.44%8.06%
2018
-0.63%-0.50%
2017
5.21%3.71%
2016
4.11%3.23%
2015
1.21%-0.26%
2014
7.38%5.18%
2013
-1.86%-1.42%
2012
7.15%7.01%
2011
7.38%5.86%
2010
12.20%7.72%
2009
23.68%13.97%
2008
-10.81%-4.70%
2007
1.74%4.70%
2006
6.24%4.15%
2005
1.91%1.80%
2004
5.30%3.91%
2003
7.77%5.10%
2002
8.70%8.04%
2001
9.48%7.64%
2000
13.34%9.44%
1999
-1.69%-1.35%
1998
8.36%7.36%
1997
10.13%8.81%
1996
3.73%3.47%
1995
20.92%17.71%
1994
-4.29%-4.01%
1993
13.87%10.44%
1992
7.77%7.49%
1991
18.09%16.66%
1990
N/A6.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.87%-0.10%5.37%N/A
20233.50%-1.03%-4.23%7.94%
2022-7.78%-6.48%-5.76%2.21%
2021-3.95%2.19%0.16%-0.16%
2020-0.22%5.64%1.49%1.98%
20194.00%3.14%2.30%0.64%
2018-1.50%-0.34%0.44%0.79%
20171.37%1.73%1.30%0.72%
20162.97%2.84%1.09%-2.75%
20152.12%-1.68%1.00%-0.20%
20142.63%2.77%0.17%1.64%
2013-0.12%-2.63%0.66%0.25%
20121.77%2.11%2.55%0.55%
20111.94%2.12%2.15%0.98%
20104.62%3.45%3.93%-0.25%
2009-3.95%12.99%10.54%3.10%
2008-2.13%-0.32%-5.41%-3.35%
20071.48%-0.92%1.33%-0.15%
2006-0.39%-0.13%4.59%2.09%
2005-0.92%3.24%-0.34%-0.04%
20042.60%-2.21%3.58%1.33%
20032.78%4.16%-0.50%1.17%
20020.51%2.44%2.68%2.82%
20013.66%1.28%4.70%-0.40%
20002.42%2.33%3.29%4.68%
1999-0.99%-1.01%0.75%-0.44%
19981.58%2.52%3.69%0.35%
1997-1.26%4.04%3.72%3.35%
1996-2.19%0.66%1.91%3.39%
19956.18%6.92%2.05%4.38%
1994-2.59%-2.29%0.56%-0.00%
19935.43%3.70%3.90%0.24%
1992-1.10%4.05%4.77%-0.04%
19913.30%1.79%5.96%5.99%
19905.05%N/AN/AN/A

Rank In Category (By Total Return)

YTD95
1-Month96
3-Month98
1-Year11
3-Year98
5-Year94

Load Adjusted Returns

1-Year11.80%
3-Year-3.76%
5-Year-0.87%
10-Year1.58%