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Western Asset Mortgage Total Ret A (SGVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.08+0.04 (+0.50%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.61%
5-year average return-1.17%
Number of years up28
Number of years down3
Best 1-yr total return (1 May 2024)9.42%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return9.42%
Worst 3-yr total return-3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGVAXCategory
YTD-2.50%-0.61%
1-month-2.53%0.77%
3-month-2.86%1.99%
1-year-2.05%3.06%
3-year-4.25%5.69%
5-year-1.37%3.75%
10-year0.83%3.84%
Last bull market9.64%4.61%
Last bear market-3.92%1.87%

Annual total return (%) history

Year
SGVAXCategory
2024
N/AN/A
2023
3.86%N/A
2022
-13.82%N/A
2021
0.77%N/A
2020
2.26%8.06%
2019
6.01%8.94%
2018
2.02%-0.61%
2017
4.53%4.27%
2016
1.23%3.86%
2015
1.98%-0.45%
2014
6.46%5.42%
2013
1.71%-0.90%
2012
7.77%7.76%
2011
6.23%6.27%
2010
9.42%8.51%
2009
9.11%15.12%
2008
1.14%-3.86%
2007
4.10%5.62%
2006
3.99%4.48%
2005
2.36%2.09%
2004
3.63%4.59%
2003
1.83%6.32%
2002
9.88%8.44%
2001
5.60%7.84%
2000
11.65%10.08%
1999
-4.96%-1.06%
1998
8.12%7.25%
1997
11.23%9.73%
1996
1.75%4.19%
1995
14.74%19.51%
1994
-2.69%-4.27%
1993
10.87%11.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.03%N/AN/AN/A
20232.79%-1.60%-4.00%6.96%
2022-4.88%-3.92%-5.99%0.32%
2021-0.36%0.50%0.81%-0.17%
2020-2.87%3.01%0.97%1.22%
20192.17%2.10%1.73%-0.10%
2018-0.63%0.12%0.10%2.44%
20171.23%1.49%1.32%0.42%
20160.60%1.54%1.13%-2.00%
20152.17%0.05%0.52%-0.76%
20141.67%2.70%0.89%1.06%
20130.93%2.00%-0.64%-0.58%
20122.24%0.90%2.67%1.75%
20111.63%3.01%1.28%0.18%
20102.44%3.70%2.15%0.83%
20091.98%1.34%4.05%1.45%
20081.14%-0.91%0.76%0.15%
20071.46%-1.21%1.94%1.88%
2006-0.70%-0.54%3.74%1.49%
2005-0.18%2.87%-0.75%0.44%
20042.16%-2.07%2.82%0.74%
20031.13%1.62%-0.94%0.03%
2002-0.08%4.08%4.58%1.04%
20011.79%-0.07%4.81%-0.95%
20002.90%0.96%2.57%4.77%
1999-1.76%-2.36%0.36%-1.28%
19980.96%2.40%5.19%-0.57%
1997-0.76%4.20%4.19%3.25%
1996-3.09%-0.31%1.33%3.94%
19953.41%4.67%1.97%3.96%
1994-2.76%-1.13%0.36%0.85%
19934.91%2.67%3.68%-0.73%

Rank in category (by total return)

YTD39
1-month69
3-month69
1-year88
3-year84
5-year98

Load adjusted returns

1-year-5.72%
3-year-5.46%
5-year-2.12%
10-year0.45%