Performance analysis of WEA (Western Asset Premier Bond Fund)
Annual Return
Over the past 3 years, WEA has had an average annual return of +9.07%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WEA has had an average annual return of +1.12%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, WEA has had an average annual return of +4.98%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Mar 27, 2002, WEA has had an average annual return of +6.85%, underperforming the benchmark SPY, which returned +10.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.34% | +10.56% | +7.71% | +9.59% | -20.24% | +6.87% | +2.76% | +28.45% | -6.88% | +13.59% | +15.43% | -5.04% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +2.92% | +0.80% | +5.73% | +24.24% | +17.02% | +68.26% | -24.24% | -5.83% | +20.46% | -7.75% | +10.82% | +22.17% |
| 2002 | |||||||||||
| +1.64% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.72% | +0.09% | -3.00% | +1.71% | -0.27% | +0.47% | -0.34% | ||||||
| 2025 | +3.44% | -0.63% | +3.21% | -3.04% | +0.29% | +1.49% | +0.46% | +2.51% | +2.45% | -0.18% | +1.09% | -0.80% | +10.56% |
| 2024 | +3.52% | -0.37% | -2.63% | +1.13% | +0.84% | -1.40% | +4.97% | +2.56% | +1.80% | -1.15% | -0.64% | -0.91% | +7.71% |
| 2023 | +5.51% | -5.43% | -2.12% | +0.64% | +2.23% | -1.01% | +9.79% | -2.56% | -5.72% | -3.28% | +8.77% | +3.83% | +9.59% |
| 2022 | -7.63% | -3.89% | -4.16% | -6.97% | +2.24% | -5.63% | +5.37% | -0.95% | -9.69% | +1.91% | +6.84% | +1.76% | -20.24% |
| 2021 | -0.17% | -0.40% | +1.12% | +3.26% | +1.50% | +1.35% | +0.51% | -0.84% | -2.45% | -0.10% | -0.89% | +3.95% | +6.87% |
| 2020 | +0.79% | -8.37% | -15.35% | +9.55% | +7.96% | +0.03% | +6.67% | -3.55% | -2.96% | +1.13% | +6.90% | +2.93% | +2.76% |
| 2019 | +5.35% | -0.11% | +4.41% | +2.04% | -0.79% | +4.85% | +2.89% | -2.10% | +4.60% | +0.95% | -0.73% | +4.31% | +28.45% |
| 2018 | -2.41% | -2.85% | +0.27% | -0.97% | -0.99% | +0.92% | +1.31% | -0.28% | +2.27% | -2.38% | -3.02% | +1.19% | -6.88% |
| 2017 | +4.62% | +5.12% | -4.66% | +1.67% | +1.28% | +3.33% | +3.40% | -0.54% | -2.30% | +1.87% | -1.66% | +1.16% | +13.59% |
Drawdown analysis of WEA (Western Asset Premier Bond Fund)
The maximum drawdown for the WEA was -57.59%, occurring on Nov 21, 2008. Recovery took 203 trading sessions.
The current WEA drawdown is -2.90%.
Since Mar 27, 2002 WEA has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 3 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.59% | Jun 5, 2007 | 372 | Nov 21, 2008 | 203 | Sep 15, 2009 | 575 |
| -37.81% | Feb 19, 2020 | 23 | Mar 23, 2020 | 188 | Dec 17, 2020 | 211 |
| -30.30% | Jul 23, 2021 | 310 | Oct 14, 2022 | 716 | Aug 25, 2025 | 1026 |
| -19.61% | May 7, 2013 | 86 | Sep 9, 2013 | 350 | Jan 29, 2015 | 436 |
| -17.74% | Feb 17, 2015 | 233 | Jan 20, 2016 | 110 | Jun 27, 2016 | 343 |
| -15.89% | Jul 8, 2011 | 21 | Aug 8, 2011 | 26 | Sep 14, 2011 | 47 |
| -15.20% | Feb 15, 2005 | 27 | Mar 28, 2005 | 113 | Sep 6, 2005 | 140 |
| -13.77% | Mar 23, 2004 | 35 | May 12, 2004 | 95 | Sep 28, 2004 | 130 |
| -12.47% | Sep 14, 2011 | 14 | Oct 4, 2011 | 49 | Dec 13, 2011 | 63 |
| -12.46% | Sep 6, 2005 | 52 | Nov 17, 2005 | 52 | Feb 3, 2006 | 104 |
| -12.32% | Jun 19, 2002 | 28 | Jul 30, 2002 | 120 | Jan 21, 2003 | 148 |
| -11.64% | Oct 26, 2012 | 12 | Nov 15, 2012 | 39 | Jan 14, 2013 | 51 |
| -10.79% | Aug 29, 2016 | 54 | Nov 14, 2016 | 64 | Feb 16, 2017 | 118 |
| -10.45% | Jul 9, 2003 | 13 | Jul 28, 2003 | 95 | Dec 10, 2003 | 108 |
| -10.25% | Nov 7, 2017 | 269 | Dec 3, 2018 | 73 | Mar 21, 2019 | 342 |
| -10.22% | Nov 26, 2010 | 13 | Dec 15, 2010 | 27 | Jan 25, 2011 | 40 |
| -8.70% | Jan 24, 2013 | 37 | Mar 19, 2013 | 13 | Apr 8, 2013 | 50 |
| -7.68% | Feb 14, 2012 | 37 | Apr 9, 2012 | 25 | May 14, 2012 | 62 |
| -7.44% | Feb 24, 2017 | 12 | Mar 14, 2017 | 68 | Jun 20, 2017 | 80 |
| -7.06% | Jan 16, 2026 | 48 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -6.92% | Oct 9, 2009 | 23 | Nov 11, 2009 | 13 | Dec 1, 2009 | 36 |
| -6.88% | May 14, 2012 | 15 | Jun 5, 2012 | 29 | Jul 17, 2012 | 44 |
| -6.81% | Apr 13, 2010 | 17 | May 6, 2010 | 5 | May 13, 2010 | 22 |
| -6.69% | Aug 1, 2019 | 10 | Aug 15, 2019 | 38 | Oct 9, 2019 | 48 |
| -6.41% | Sep 27, 2010 | 16 | Oct 19, 2010 | 18 | Nov 12, 2010 | 34 |