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Western Asset Mortgage Total Ret C (LWMSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.21+0.05 (+0.61%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.07%
5-Year Average Return-1.46%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (Feb 28, 2024)5.74%
Worst 1 Yr Total Return (Feb 28, 2024)N/A
Best 3-Yr Total Return5.74%
Worst 3-Yr Total Return-4.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLWMSXCategory
YTD0.32%-0.61%
1-Month0.32%0.77%
3-Month9.85%1.99%
1-Year-0.10%3.06%
3-Year-3.94%5.69%
5-Year-1.18%3.75%
10-Year0.58%3.84%
Last Bull Market2.00%4.61%
Last Bear Market-4.09%1.87%

Annual Total Return (%) History

Year
LWMSXCategory
2023
3.17%N/A
2022
-14.40%N/A
2021
0.07%N/A
2020
1.56%8.06%
2019
5.39%8.94%
2018
1.31%-0.61%
2017
3.81%4.27%
2016
0.42%3.86%
2015
1.28%-0.45%
2014
5.74%5.42%
2013
0.84%-0.90%
2012
N/A7.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.62%-1.76%-4.04%6.65%
2022-5.05%-4.09%-6.15%0.15%
2021-0.54%0.33%0.63%-0.34%
2020-3.04%2.83%0.80%1.05%
20192.00%2.02%1.56%-0.28%
2018-0.80%0.04%-0.07%2.16%
20171.05%1.32%1.14%0.24%
20160.43%1.36%0.95%-2.28%
20151.99%-0.20%0.35%-0.85%
20141.48%2.60%0.70%0.85%
20130.75%1.81%-0.82%-0.87%
20121.59%N/AN/AN/A

Rank In Category (By Total Return)

YTD11
1-Month11
3-Month9
1-Year99
3-Year90
5-Year100

Load Adjusted Returns

1-Year-1.06%
3-Year-3.94%
5-Year-1.18%
10-Year0.58%