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Western Asset Core Plus Bond Fund Class I: (MF: WACPX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$9.15 USD
-0.04 (-0.44%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.06 | 9 |
| 3 months | 3.06 | 9 |
| 6 months | -1.01 | 93 |
| 1 Year | 3.48 | 95 |
| 3 Year | -0.92 | 95 |
| 5 Year | -0.63 | 94 |
| 10 Year | 1.42 | 74 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 33.16 |
| Bear Market (10/07 - 2/09) | -13.84 |
| Bull Market (2/09 - 3/21) | 105.67 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.48 |
| 5 Year | -0.62 |
| 10 Year | 1.43 |
| Since Inception | 4.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.06 | NA | NA | NA |
| 2024 | -1.19 | -0.65 | 5.23 | -3.96 |
| 2023 | 3.36 | -0.35 | -5.26 | 9.38 |
| 2022 | -8.83 | -7.83 | -6.34 | 3.23 |
| 2021 | -4.54 | 2.89 | 0.00 | -0.33 |
| 2020 | -2.22 | 6.32 | 1.79 | 3.14 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.06 | -0.79 | 6.73 | -18.76 | -2.10 | 9.15 | 12.17 | -1.54 | 6.50 | 4.25 | 1.36 |
| % Total Return Rel to Index | 0.28 | -2.05 | 1.20 | -5.74 | -0.56 | 1.65 | 3.45 | -1.56 | 2.95 | 1.59 | 0.79 |
| % Total Return Rel to Peer | 0.92 | -4.66 | 0.33 | -9.24 | -2.77 | 3.22 | 4.19 | -0.40 | 2.49 | -0.88 | 3.34 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 5.00 | 1.00 | 1.00 | 4.00 | 1.00 | 3.00 | 1.00 |
| % Dividends | 0.10 | 0.43 | 0.40 | 0.32 | 0.29 | 0.30 | 0.42 | 0.39 | 0.30 | 0.36 | 0.37 |
| % Yield | 1.11 | 4.58 | 4.36 | 3.33 | 2.36 | 2.32 | 3.35 | 3.30 | 2.46 | 3.02 | 3.09 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.18 | 0.16 | 0.05 | 0.02 | 0.12 | 0.00 |
| Expense Ratio | 0.00 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%