Nasdaq - Delayed Quote USD

Western Asset Mortgage Total Ret C1 (SGSLX)

8.17
+0.01
+(0.12%)
At close: May 9 at 8:04:25 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.04%
5y Average Return -1.03%
Number of Years Up 28
Number of Years Down 3
Best 1Y Total Return (May 6, 2025) 8.78%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 8.78%
Worst 3Y Total Return -4.63%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SGSLX
Category
YTD
2.73%
-0.61%
1-Month
-0.14%
0.77%
3-Month
1.99%
1.99%
1-Year
7.93%
3.06%
3-Year
0.10%
5.69%
5-Year
-0.85%
3.75%
10-Year
0.43%
3.84%
Last Bull Market
6.46%
4.61%
Last Bear Market
-4.28%
1.87%

Annual Total Return (%) History

Year
SGSLX
Category
2025
--
--
2024
2.17%
--
2023
3.03%
--
2022
-14.80%
--
2021
0.11%
--
2020
1.71%
8.06%
2019
5.65%
8.94%
2018
1.61%
-0.61%

2017
4.08%
4.27%
2016
0.78%
3.86%
2015
1.52%
-0.45%
2014
5.89%
5.42%
2013
1.24%
-0.90%
2012
7.10%
7.76%
2011
5.65%
6.27%
2010
8.78%
8.51%
2009
8.26%
15.12%
2008
0.47%
-3.86%
2007
3.53%
5.62%
2006
3.65%
4.48%
2005
1.87%
2.09%
2004
3.29%
4.59%
2003
1.29%
6.32%
2002
9.39%
8.44%
2001
5.22%
7.84%
2000
11.10%
10.08%
1999
-5.41%
-1.06%
1998
7.56%
7.25%
1997
10.75%
9.73%
1996
1.27%
4.19%
1995
14.35%
19.51%
1994
-3.15%
-4.27%
1993
--
11.26%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.87% -- -- --
2024 -0.29% 0.39% 4.85% -2.65%
2023 2.37% -1.68% -4.18% 6.82%
2022 -5.35% -4.28% -6.19% 0.25%
2021 -0.53% 0.34% 0.64% -0.33%
2020 -3.00% 2.87% 0.84% 1.09%
2019 2.06% 1.95% 1.63% -0.09%
2018 -0.72% 0.01% -0.01% 2.34%
2017 1.11% 1.38% 1.21% 0.32%
2016 0.57% 1.32% 1.02% -2.10%

2015 2.03% -0.07% 0.41% -0.84%
2014 1.53% 2.65% 0.66% 0.93%
2013 0.78% 1.87% -0.74% -0.65%
2012 2.07% 0.73% 2.50% 1.63%
2011 1.48% 2.94% 1.12% 0.02%
2010 2.39% 3.52% 1.93% 0.68%
2009 1.80% 1.16% 3.88% 1.19%
2008 1.00% -1.07% 0.47% 0.08%
2007 1.34% -1.45% 1.90% 1.73%
2006 -0.81% -0.60% 3.65% 1.42%
2005 -0.39% 2.65% -0.88% 0.51%
2004 2.05% -2.08% 2.60% 0.73%
2003 0.92% 1.51% -1.05% -0.08%
2002 -0.30% 3.96% 4.46% 1.03%
2001 1.77% -0.19% 4.69% -1.06%
2000 2.89% 0.84% 2.44% 4.54%
1999 -1.85% -2.48% 0.23% -1.40%
1998 0.80% 2.23% 5.03% -0.63%
1997 -0.87% 4.09% 4.02% 3.18%
1996 -3.19% -0.65% 1.42% 3.80%
1995 3.38% 4.60% 1.85% 3.83%
1994 -2.89% -1.25% 0.34% 0.65%
1993 2.55% 3.66% -0.87% --

Rank in Category (By Total Return)

YTD 66
1-Month 94
3-Month 72
1-Year 59
3-Year 98
5-Year 94

Load Adjusted Returns

1-Year 6.93%
3-Year 0.10%
5-Year -0.85%
10-Year 0.43%

Performance & Risk

YTD Return 2.04%
5y Average Return -1.03%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Franklin Templeton Investments
Net Assets 366.73M
YTD Return 2.73%
Yield 3.93%
Morningstar Rating
Inception Date Feb 07, 1996

Fund Summary

The fund normally invests at least 80% of its assets in mortgage-backed securities. Mortgage-backed securities may be issued by private issuers, U.S. government-sponsored entities such as the Federal National Mortgage Association (Fannie Mae) or the Federal Home Loan Mortgage Corporation (Freddie Mac) and by agencies of the U.S. government, such as the Government National Mortgage Association. It may invest in government stripped mortgage-backed securities and other stripped securities. The fund may invest in securities of any maturity or duration, and the securities may have fixed, floating or variable rates.

Related Tickers

INIYX VanEck International Investors Gold Y
16.41
+3.34%
 
INIVX VanEck International Investors Gold A
15.80
+3.34%
 
INIIX VanEck International Investors Gold I
22.41
+3.32%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.57
+2.73%
 
FEGIX First Eagle Gold I
37.39
+2.47%
 
FEURX First Eagle Gold R6
37.50
+2.46%
 
BRSVX Bridgeway Small-Cap Value
33.64
0.00%
 
FGADX Franklin Gold and Precious Metals Adv
29.92
+2.19%
 
FGPMX Franklin Gold and Precious Metals R6
30.42
+2.18%
 
FRGOX Franklin Gold and Precious Metals C
23.43
+2.18%
 
FKRCX Franklin Gold and Precious Metals A
27.24
+2.18%
 
PICMX Virtus KAR Mid-Cap Growth I
61.25
+1.78%
 
LVAQX LSV Small Cap Value Fund
17.32
0.00%
 
WBVNX William Blair Small Cap Value N
26.77
0.00%
 
BPTIX Baron Partners Institutional
193.12
+1.67%
 
BPTRX Baron Partners Retail
184.78
+1.67%
 
NEFJX Natixis Vaughan Nelson Small Cap A
18.01
-1.10%
 
PSCHX PGIM Jennison Small Company R2
21.62
0.00%
 
CCSGX Conestoga SMid Cap Fund
25.09
0.00%
 
ENPSX ProFunds UltraSector Energy Fund
30.88
+1.58%
 
ENPIX ProFunds UltraSector Energy Fund
36.49
+1.56%
 
FNARX Fidelity Natural Resources Fund
43.39
+1.54%
 
AVALX Aegis Value I
42.22
+1.49%
 
HNRIX Hennessy Energy Transition Instl
26.88
+1.43%
 
HNRGX Hennessy Energy Transition Investor
26.26
+1.43%
 
RPMFX Reinhart Genesis PMV Advisor
15.04
0.00%
 
HWLAX Hotchkis & Wiley Large Cap Fdml Value A
40.59
0.00%
 
HWLIX Hotchkis & Wiley Large Cap Fdml Value I
40.87
0.00%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
18.36
+1.38%
 
TQSMX T. Rowe Price Integrated US SMCC Eq
21.78
0.00%
 
TQSIX T. Rowe Price Integrated US SMCC Eq I
21.87
0.00%
 
CIVVX Causeway International Value Inv
20.88
+1.26%
 
KINCX Kinetics Internet Adv C
81.62
+1.25%
 
CIVIX Causeway International Value Instl
21.07
+1.25%
 
KINAX Kinetics Internet Adv A
100.53
+1.25%
 
WWWFX Kinetics Internet No Load
111.65
+1.24%
 
TVFVX Third Avenue Value Investor
61.84
+1.23%
 
TAVZX Third Avenue Value Z
61.33
+1.22%
 
TAVFX Third Avenue Value Instl
61.35
+1.22%
 
NESYX Natixis US Equity Opportunities Y
56.28
0.00%
 
NESNX Natixis US Equity Opportunities N
56.50
0.00%
 
NEFSX Natixis US Equity Opportunities A
41.59
0.00%
 
CIOVX Causeway International Opps Inv
17.12
+1.12%
 
CIOIX Causeway International Opps Inst
17.28
+1.11%
 
MBXAX Catalyst/Millburn Hedge Strategy A
37.07
0.00%
 
KNPYX Kinetics Paradigm Instl
155.01
+1.08%
 
WWNPX Kinetics Paradigm No Load
152.73
+1.08%
 
WCMSX WCM International Small Cap Growth Instl
22.63
+1.07%
 
EACOX Eaton Vance Emerging and Frontier Countries Equity Fund
15.25
+1.06%
 
EICOX Eaton Vance Emerg & Frntr Countrs Eq I
15.39
+1.05%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
32.47
+1.03%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
36.51
+1.02%
 
POPFX Prospector Opportunity
27.66
0.00%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
36.21
+1.00%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
38.27
+1.00%
 
UANQX Victory Nasdaq 100 Index Fund
49.13
0.00%
 
URNQX Victory Nasdaq 100 Index Fund
49.43
0.00%
 
OTPIX ProFunds NASDAQ-100 Inv
42.34
0.00%
 
SVUIX NAA SMid Cap Value Institutional
36.96
0.00%
 
FIKAX Fidelity Advisor Energy Z
44.67
+0.95%
 
FSENX Fidelity Select Energy Portfolio
54.38
+0.95%
 
JATAX Janus Henderson Global Technology and Innovation Fund
57.99
0.00%
 
PCIEX PACE International Equity P
18.41
+0.93%
 
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
19.66
+0.92%
 
PWGAX PACE International Equity A
18.61
+0.92%
 
RYBAX Rydex Basic Materials H
66.03
+0.92%
 
SEVAX NAA SMid Cap Value A
35.27
0.00%
 
NGRRX Nuveen International Value I
31.98
+0.92%
 
RYBIX Rydex Basic Materials Inv
76.21
+0.91%
 
RYBMX Rydex Basic Materials A
68.75
+0.91%
 
FSPTX Fidelity Select Technology
32.20
0.00%
 
BDAFX Baron Durable Advantage Fund
26.97
0.00%
 
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.26
+0.90%
 
FIKHX Fidelity Advisor Technology Z
122.29
0.00%
 
NAIGX Nuveen International Value A
31.74
+0.89%
 
KMKYX Kinetics Market Opportunities Inst
87.54
+0.89%
 
BDAIX Baron Durable Advantage Fund
27.36
0.00%
 
KMKCX Kinetics Market Opportunities Adv C
79.88
+0.88%
 
KMKNX Kinetics Market Opportunities No Load
86.00
+0.88%
 
KMKAX Kinetics Market Opportunities Adv A
84.38
+0.87%
 
PJEAX PGIM US Real Estate A
15.26
+0.86%
 
PJEQX PGIM US Real Estate R6
15.29
+0.86%
 
PJEZX PGIM US Real Estate Z
15.29
+0.86%
 
HNINX Harbor International Retirement
49.59
+0.85%
 
FIQIX Fidelity Advisor Intl Small Cap Z
34.41
+0.85%
 
FTISX Fidelity Advisor Intl Small Cap M
33.26
+0.85%
 
BDAUX Baron Durable Advantage Fund
27.36
0.00%
 
FIASX Fidelity Advisor Intl Small Cap A
33.44
+0.84%
 
FISMX Fidelity International Small Cap
34.21
+0.83%
 
FIMKX Fidelity Advisor Focused Em Mkts I
33.08
+0.82%
 
FIXIX Fidelity Advisor Intl Small Cap I
34.45
+0.82%
 
THVRX Thornburg International Equity R4
28.32
+0.82%
 
TGIRX Thornburg International Equity R6
29.79
+0.81%
 
TGVRX Thornburg International Equity R3
28.61
+0.81%
 
TIVRX Thornburg International Equity R5
29.93
+0.81%
 
TGVIX Thornburg International Equity I
29.97
+0.81%
 
FTMKX Fidelity Advisor Focused Em Mkts M
32.54
+0.81%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.11
+0.80%
 
JARIX Easterly Global Real Estate Fund
15.11
+0.80%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.18
+0.80%