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Western Asset Income Fund Class I (SDSYX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Western Asset Income Fund Class I (SDSYX)

Mutual Fund · Currency in USD · Last updated May 30, 2025

The fund normally invests in a globally diverse portfolio of fixed income securities. It normally invests in at least three countries (one of which may be the United States). The dollar-weighted average effective duration of the fund's portfolio, as estimated by the subadviser, is normally expected to be between 0 and 10 years.

Fund Info

ISIN

US52469F7217

CUSIP

52469F721

Issuer

Franklin Templeton Investments

Inception Date

Nov 19, 1998

Category

Multisector Bonds

Min. Investment

$1,000,000

Asset Class

Bond

Expense Ratio

SDSYX has an expense ratio of 0.63%, placing it in the medium range.

Share Price Chart

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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Western Asset Income Fund Class I

Performance

Performance Chart

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S&P 500

Returns By Period

Western Asset Income Fund Class I (SDSYX) returned 1.92% year-to-date (YTD) and 7.82% over the past 12 months. Over the past 10 years, SDSYX returned 3.66% annually, underperforming the S&P 500 benchmark at 10.85%.

SDSYX

YTD

1.92%

1M

1.05%

6M

2.11%

1Y

7.82%

3Y*

4.67%

5Y*

3.61%

10Y*

3.66%

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of SDSYX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.22%1.17%-0.72%-0.15%0.40%1.92%
20240.46%-0.38%1.26%-1.74%1.73%0.60%1.67%1.28%1.36%-1.15%1.39%-0.60%5.97%
20233.96%-1.75%1.28%0.77%-0.93%0.69%1.01%-0.15%-1.73%-1.80%4.43%4.12%10.04%
2022-1.30%-2.34%-1.64%-2.41%-1.57%-3.97%2.61%0.14%-4.93%-0.87%3.23%0.08%-12.50%
20210.34%-0.64%-0.65%1.36%0.50%0.84%0.38%0.52%-0.29%0.23%-0.79%1.07%2.87%
20200.97%-1.03%-13.45%3.70%3.91%1.98%2.82%1.04%-0.12%0.26%3.42%1.72%4.02%
20193.29%0.84%1.02%0.99%0.08%2.13%0.87%-0.47%0.77%0.36%0.35%1.79%12.66%
20180.46%-0.95%0.02%-0.77%-1.09%-0.63%1.26%-0.75%0.35%-1.43%-0.10%-0.13%-3.73%
20171.23%1.18%0.58%1.05%0.73%0.27%1.20%0.61%0.64%0.31%0.46%0.33%8.92%
2016-0.85%-0.73%2.68%1.98%0.18%1.74%2.06%1.58%0.14%0.16%-1.90%1.71%8.99%
20151.20%0.39%-0.30%-0.01%-0.01%-1.19%0.44%-0.01%-1.24%1.36%-0.95%1.37%0.99%
2014-0.07%2.06%1.08%0.60%1.48%0.31%-0.25%1.04%-1.28%0.15%-0.00%-0.71%4.44%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 91, SDSYX is among the top 9% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.

The Risk-Adjusted Performance Rank of SDSYX is 9191
Overall Rank
The Sharpe Ratio Rank of SDSYX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of SDSYX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of SDSYX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of SDSYX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of SDSYX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Western Asset Income Fund Class I (SDSYX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Western Asset Income Fund Class I Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.98
  • 5-Year: 0.79
  • 10-Year: 0.72
  • All Time: 1.03

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Western Asset Income Fund Class I compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Western Asset Income Fund Class I provided a 7.55% dividend yield over the last twelve months, with an annual payout of $0.38 per share. The fund has been increasing its distributions for 3 consecutive years.

4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.20$0.40$0.60$0.8020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.38$0.38$0.38$0.31$0.26$0.30$0.37$0.37$0.34$0.34$0.80$0.39

Dividend yield

7.55%7.59%7.42%6.07%4.31%4.80%5.87%6.32%5.22%5.45%13.03%5.62%

Monthly Dividends

The table displays the monthly dividend distributions for Western Asset Income Fund Class I. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.03$0.03$0.03$0.03$0.00$0.12
2024$0.03$0.03$0.03$0.03$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.38
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.38
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.31
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2020$0.03$0.03$0.03$0.03$0.02$0.02$0.02$0.02$0.02$0.03$0.02$0.03$0.30
2019$0.03$0.03$0.03$0.03$0.04$0.03$0.02$0.03$0.03$0.03$0.03$0.03$0.37
2018$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.37
2017$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.34
2016$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.34
2015$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.48$0.80
2014$0.04$0.03$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.39

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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Worst Drawdowns

The table below displays the maximum drawdowns of the Western Asset Income Fund Class I. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Western Asset Income Fund Class I was 25.93%, occurring on Nov 24, 2008. Recovery took 191 trading sessions.

The current Western Asset Income Fund Class I drawdown is 0.48%.

Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.93%May 3, 2007394Nov 24, 2008191Aug 28, 2009585
-20.56%Feb 24, 202022Mar 24, 2020171Nov 24, 2020193
-16.8%Nov 10, 2021239Oct 21, 2022454Aug 14, 2024693
-7.02%May 9, 201332Jun 24, 2013193Mar 31, 2014225
-5.16%Jan 26, 2018231Dec 26, 201857Mar 20, 2019288
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.

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