Nasdaq - Delayed Quote USD

Western Asset Core Bond I (WATFX)

10.64 -0.01 (-0.09%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.77%
5y Average Return -0.50%
Number of Years Up 26
Number of Years Down 7
Best 1Y Total Return (Oct 18, 2024) 23.68%
Worst 1Y Total Return (Oct 18, 2024) --
Best 3Y Total Return 23.68%
Worst 3Y Total Return -4.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WATFX
Category
YTD
4.36%
-1.22%
1-Month
1.36%
0.67%
3-Month
5.37%
1.77%
1-Year
12.64%
0.77%
3-Year
-2.86%
5.26%
5-Year
-0.21%
3.02%
10-Year
1.97%
3.31%
Last Bull Market
9.43%
3.52%
Last Bear Market
-6.48%
3.25%

Annual Total Return (%) History

Year
WATFX
Category
2024
--
--
2023
5.89%
--
2022
-16.92%
--
2021
-1.84%
--
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
--
6.95%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.87% -0.10% 5.37% --
2023 3.50% -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%
2019 4.00% 3.14% 2.30% 0.64%
2018 -1.50% -0.34% 0.44% 0.79%
2017 1.37% 1.73% 1.30% 0.72%
2016 2.97% 2.84% 1.09% -2.75%
2015 2.12% -1.68% 1.00% -0.20%

2014 2.63% 2.77% 0.17% 1.64%
2013 -0.12% -2.63% 0.66% 0.25%
2012 1.77% 2.11% 2.55% 0.55%
2011 1.94% 2.12% 2.15% 0.98%
2010 4.62% 3.45% 3.93% -0.25%
2009 -3.95% 12.99% 10.54% 3.10%
2008 -2.13% -0.32% -5.41% -3.35%
2007 1.48% -0.92% 1.33% -0.15%
2006 -0.39% -0.13% 4.59% 2.09%
2005 -0.92% 3.24% -0.34% -0.04%
2004 2.60% -2.21% 3.58% 1.33%
2003 2.78% 4.16% -0.50% 1.17%
2002 0.51% 2.44% 2.68% 2.82%
2001 3.66% 1.28% 4.70% -0.40%
2000 2.42% 2.33% 3.29% 4.68%
1999 -0.99% -1.01% 0.75% -0.44%
1998 1.58% 2.52% 3.69% 0.35%
1997 -1.26% 4.04% 3.72% 3.35%
1996 -2.19% 0.66% 1.91% 3.39%
1995 6.18% 6.92% 2.05% 4.38%
1994 -2.59% -2.29% 0.56% -0.00%
1993 5.43% 3.70% 3.90% 0.24%
1992 -1.10% 4.05% 4.77% -0.04%
1991 3.30% 1.79% 5.96% 5.99%
1990 5.05% -- -- --

Rank in Category (By Total Return)

YTD 82
1-Month 34
3-Month 15
1-Year 12
3-Year 98
5-Year 93

Load Adjusted Returns

1-Year 12.64%
3-Year -2.86%
5-Year -0.21%
10-Year 1.97%

Performance & Risk

YTD Return 2.77%
5y Average Return -0.50%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Franklin Templeton Investments
Net Assets 7.32B
YTD Return 4.36%
Yield 3.95%
Morningstar Rating
Inception Date Apr 30, 2012

Fund Summary

The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80% of its net assets in debt and fixed income securities. Although the fund may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund is expected to range within 20% of the average duration of the domestic bond market as a whole as estimated by the fund's subadviser.

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