LWCPX Performance — Western Asset Core Plus Bond Fund, Class C1
Data updated: 2026-08-26
LWCPX returned +6.59% year to date and +18.14% over one year to Mar 2026. Over one year the fund beat its Intermediate Core Bond category average: $100 grew to $118, against $105 for the category. Volatility over the past 12 months was 4.63% a year. In the 12 months to Jun 2026 the fund lost a net $926.3M, and assets reached $3.54B.
LWCPX Growth of $100
What $100 invested in Western Asset Core Plus Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | LWCPX | Category average |
|---|---|---|
| 1 year (Apr 2025 – Mar 2026) | $118 | $105 |
| 3 years (Apr 2023 – Mar 2026) | $122 | $113 |
| 5 years (Apr 2021 – Mar 2026) | $104 | $103 |
| Since data start (Jul 2019 – Mar 2026) | $111 | $111 |
LWCPX Trailing Returns
Total returns to Mar 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.59% |
| 1 year | +18.14% |
3- and 5-year figures withheld: disagrees with sibling classes.
LWCPX Annual Returns
Calendar-year total returns of Western Asset Core Plus Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Mar) | +6.59% |
| 2025 | +13.88% |
| 2024 | −2.05% |
| 2023 | +5.86% |
| 2022 | −19.55% |
| 2021 | −2.43% |
| 2020 | +8.58% |
| 2019 (Jul–Dec) | +3.44% |
LWCPX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.2% | +3.5% | +0.8% | — | — | — | — | — | — | — | — | — |
| 2025 | +1.1% | +2.0% | −0.4% | +0.3% | −0.8% | +1.8% | −0.6% | +2.4% | +2.7% | +2.1% | +1.9% | +0.7% |
| 2024 | −0.7% | −1.7% | +1.1% | −3.5% | +1.9% | +0.5% | +2.3% | +1.3% | +1.4% | −3.2% | +1.3% | −2.3% |
| 2023 | +4.9% | −3.8% | +2.2% | +0.7% | −1.6% | +0.5% | +0.4% | −1.8% | −4.1% | −2.6% | +6.4% | +5.4% |
| 2022 | −2.8% | −2.7% | −3.9% | −5.5% | +0.7% | −3.3% | +3.6% | −3.7% | −6.5% | −1.3% | +5.6% | −1.1% |
| 2021 | −1.3% | −2.1% | −1.5% | +1.3% | +0.6% | +0.8% | +1.2% | −0.1% | −1.3% | −0.2% | −0.3% | +0.5% |
| 2020 | +1.7% | +0.6% | −4.7% | +3.1% | +2.1% | +1.0% | +2.6% | −0.2% | −0.7% | −0.6% | +2.7% | +0.9% |
| 2019 | — | — | — | — | — | — | +0.1% | +2.2% | 0.0% | +0.8% | −0.4% | +0.7% |
LWCPX Risk
Risk measures from monthly returns over Apr 2025 – Mar 2026.
- 1-year volatility (annualised): 4.63%
- Best month: +3.55% (Feb 2026)
- Worst month: −0.79% (May 2025)
LWCPX Fund Flows
Monthly money in and out of Western Asset Core Plus Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$926.3M
- 12-month gross sales (incl. reinvestments): $633.2M
- Sales ÷ redemptions: 0.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $46.1M | $90.5M | −$44.4M |
| May 2026 | $42.6M | $93.4M | −$50.8M |
| Apr 2026 | $39.4M | $93.2M | −$53.8M |
| Mar 2026 | $40.4M | $110.7M | −$70.4M |
| Feb 2026 | $44.6M | $116.1M | −$71.5M |
| Jan 2026 | $63.2M | $117.1M | −$53.9M |
| Dec 2025 | $55.1M | $116.9M | −$61.8M |
| Nov 2025 | $47.7M | $130.1M | −$82.4M |
| Oct 2025 | $89.7M | $186.1M | −$96.4M |
| Sep 2025 | $52.8M | $164.4M | −$111.6M |
| Aug 2025 | $47.2M | $137.8M | −$90.6M |
| Jul 2025 | $64.4M | $203.2M | −$138.8M |
LWCPX Assets Under Management
Net assets of Western Asset Core Plus Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $3.54B |
| 2026-03-31 | $3.70B |
| 2025-12-31 | $3.95B |
| 2025-09-30 | $4.20B |
| 2025-06-30 | $4.51B |
| 2025-03-31 | $5.45B |
| 2024-12-31 | $7.07B |
| 2024-09-30 | $11.63B |
| 2024-06-28 | $18.89B |
| 2024-03-28 | $20.85B |
| 2023-12-29 | $22.30B |
| 2023-09-29 | $22.57B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.