WACPX vs. SHRAX
Compare and contrast key facts about Western Asset Core Plus Bond Fund Class I (WACPX) and ClearBridge Aggressive Growth Fund (SHRAX).
WACPX is managed by Franklin Templeton. It was launched on Jul 8, 1998. SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983.
Performance
WACPX vs. SHRAX - Performance Comparison
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WACPX vs. SHRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WACPX Western Asset Core Plus Bond Fund Class I | -0.86% | 7.99% | -0.77% | 7.51% | -18.79% | -2.24% | 9.42% | 12.29% | -1.47% | 7.10% |
SHRAX ClearBridge Aggressive Growth Fund | -7.17% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
Returns By Period
In the year-to-date period, WACPX achieves a -0.86% return, which is significantly higher than SHRAX's -7.17% return. Over the past 10 years, WACPX has underperformed SHRAX with an annualized return of 1.85%, while SHRAX has yielded a comparatively higher 7.12% annualized return.
WACPX
- 1D
- 0.33%
- 1M
- -2.23%
- YTD
- -0.86%
- 6M
- -0.01%
- 1Y
- 3.64%
- 3Y*
- 3.37%
- 5Y*
- -1.04%
- 10Y*
- 1.85%
SHRAX
- 1D
- 3.40%
- 1M
- -6.68%
- YTD
- -7.17%
- 6M
- -8.75%
- 1Y
- 13.06%
- 3Y*
- 10.93%
- 5Y*
- 1.80%
- 10Y*
- 7.12%
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WACPX vs. SHRAX - Expense Ratio Comparison
WACPX has a 0.45% expense ratio, which is lower than SHRAX's 1.11% expense ratio.
Return for Risk
WACPX vs. SHRAX — Risk / Return Rank
WACPX
SHRAX
WACPX vs. SHRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Core Plus Bond Fund Class I (WACPX) and ClearBridge Aggressive Growth Fund (SHRAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WACPX | SHRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.62 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.04 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.14 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.22 | 0.96 | +0.26 |
Martin ratioReturn relative to average drawdown | 4.12 | 3.02 | +1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WACPX | SHRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.62 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.09 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.34 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.45 | +0.46 |
Correlation
The correlation between WACPX and SHRAX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WACPX vs. SHRAX - Dividend Comparison
WACPX's dividend yield for the trailing twelve months is around 4.38%, less than SHRAX's 23.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WACPX Western Asset Core Plus Bond Fund Class I | 4.38% | 4.70% | 4.80% | 4.88% | 3.46% | 2.99% | 4.12% | 4.98% | 4.01% | 3.30% | 4.77% | 3.19% |
SHRAX ClearBridge Aggressive Growth Fund | 23.99% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
Drawdowns
WACPX vs. SHRAX - Drawdown Comparison
The maximum WACPX drawdown since its inception was -25.86%, smaller than the maximum SHRAX drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for WACPX and SHRAX.
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Drawdown Indicators
| WACPX | SHRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.86% | -57.26% | +31.40% |
Max Drawdown (1Y)Largest decline over 1 year | -3.60% | -14.59% | +10.99% |
Max Drawdown (5Y)Largest decline over 5 years | -25.46% | -33.77% | +8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -25.86% | -33.77% | +7.91% |
Current DrawdownCurrent decline from peak | -9.33% | -11.69% | +2.36% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -11.29% | +7.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.06% | 4.62% | -3.56% |
Volatility
WACPX vs. SHRAX - Volatility Comparison
The current volatility for Western Asset Core Plus Bond Fund Class I (WACPX) is 1.75%, while ClearBridge Aggressive Growth Fund (SHRAX) has a volatility of 7.07%. This indicates that WACPX experiences smaller price fluctuations and is considered to be less risky than SHRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WACPX | SHRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.75% | 7.07% | -5.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 13.63% | -10.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.72% | 23.09% | -18.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.39% | 20.84% | -13.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.15% | 20.85% | -14.70% |