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Western Asset Income Fund Class A: (MF: SDSAX)
(NASDAQ Mutual Funds) As of Jul 2, 2025 08:00 PM ET
$5.03 USD
-0.01 (-0.20%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.33 | 49 |
| 3 months | -0.01 | 53 |
| 6 months | 1.68 | 48 |
| 1 Year | 6.88 | 20 |
| 3 Year | 4.33 | 29 |
| 5 Year | 3.36 | 25 |
| 10 Year | 2.74 | 26 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 39.17 |
| Bear Market (10/07 - 2/09) | -19.38 |
| Bull Market (2/09 - 3/21) | 142.74 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 2.05 |
| 5 Year | 3.88 |
| 10 Year | 2.26 |
| Since Inception | 4.68 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.52 | NA | NA | NA |
| 2024 | 1.25 | 0.47 | 4.29 | -0.48 |
| 2023 | 3.31 | 0.38 | -0.77 | 6.49 |
| 2022 | -5.13 | -7.87 | -2.41 | 2.36 |
| 2021 | -1.04 | 2.52 | 0.51 | 0.41 |
| 2020 | -13.62 | 9.39 | 3.69 | 5.36 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.33 | 5.59 | 9.59 | -12.69 | 2.39 | 3.23 | 12.40 | -3.97 | 7.93 | 7.70 | -3.50 |
| % Total Return Rel to Index | -0.10 | 4.33 | 4.06 | 0.32 | 3.94 | -4.26 | 3.67 | -3.99 | 4.38 | 5.04 | -4.07 |
| % Total Return Rel to Peer | -0.04 | 1.72 | 3.19 | -3.16 | 1.72 | -2.69 | 4.42 | -2.83 | 3.92 | 2.56 | -1.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 3.00 | 2.00 | 4.00 | 1.00 | 5.00 | 1.00 | 1.00 | 5.00 |
| % Dividends | 0.14 | 0.36 | 0.36 | 0.28 | 0.24 | 0.25 | 0.35 | 0.34 | 0.28 | 0.26 | 0.52 |
| % Yield | 2.82 | 7.02 | 6.77 | 5.57 | 3.88 | 3.97 | 5.43 | 5.74 | 4.30 | 4.14 | 8.28 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.93 | 0.92 | 0.93 | 0.92 | 0.93 | 0.97 | 0.98 | 1.08 | 1.14 | 1.14 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%