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Western Asset Income IS (WAGIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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5.03-0.01 (-0.20%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.06%
5-Year Average Return1.88%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 26, 2024)12.84%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return12.84%
Worst 3-Yr Total Return-2.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWAGIXCategory
YTD1.10%1.94%
1-Month1.49%0.65%
3-Month0.99%2.15%
1-Year7.73%9.23%
3-Year-0.20%5.23%
5-Year2.04%4.63%
10-Year2.67%4.32%
Last Bull Market10.21%8.16%
Last Bear Market-7.73%-3.23%

Annual Total Return (%) History

Year
WAGIXCategory
2024
N/AN/A
2023
10.09%N/A
2022
-12.29%N/A
2021
2.78%N/A
2020
4.08%4.84%
2019
12.84%9.80%
2018
-3.71%-1.52%
2017
8.96%6.07%
2016
8.96%7.52%
2015
-2.69%-2.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.37%N/AN/AN/A
20233.45%0.33%-0.66%6.79%
2022-4.99%-7.73%-2.52%2.63%
2021-0.91%2.75%0.62%0.33%
2020-13.48%9.90%3.78%5.46%
20195.42%3.04%1.32%2.52%
2018-0.29%-2.60%0.99%-1.82%
20173.04%2.22%2.31%1.12%
20160.86%3.94%3.99%-0.05%
20151.29%-1.19%-0.94%-1.84%

Rank In Category (By Total Return)

YTD59
1-Month41
3-Month66
1-Year44
3-Year53
5-Year61

Load Adjusted Returns

1-Year7.73%
3-Year-0.20%
5-Year2.04%
10-Year2.67%