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Western Asset Macro Opportunities I (LAOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.51-0.09 (-0.94%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.48%
5-year average return-0.31%
Number of years up7
Number of years down3
Best 1-yr total return (22 Apr 2024)16.74%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return16.74%
Worst 3-yr total return-5.67%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLAOIXCategory
YTD-3.91%1.90%
1-month0.80%0.35%
3-month-3.91%1.41%
1-year7.15%7.92%
3-year-1.42%3.65%
5-year0.85%3.77%
10-year2.76%2.82%
Last bull market8.14%6.13%
Last bear market-6.26%-3.74%

Annual total return (%) history

Year
LAOIXCategory
2024
N/AN/A
2023
16.06%N/A
2022
-21.06%N/A
2021
-0.45%N/A
2020
6.81%3.44%
2019
16.74%6.69%
2018
-5.54%-1.17%
2017
15.16%4.06%
2016
6.49%5.28%
2015
1.40%-1.41%
2014
8.01%1.24%
2013
N/A0.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.91%N/AN/AN/A
20234.08%1.38%-6.79%18.01%
2022-18.02%-6.26%-1.70%4.49%
2021-8.52%7.66%0.60%0.49%
2020-14.23%12.92%3.63%6.43%
20194.74%4.44%0.69%5.98%
2018-0.61%-5.62%-1.40%2.13%
20174.58%6.39%2.23%1.25%
20161.79%3.52%2.36%-1.27%
20153.20%-1.28%-1.66%1.21%
20145.56%2.40%0.81%-0.88%
20132.05%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month64
3-month100
1-year42
3-year85
5-year82

Load adjusted returns

1-year7.15%
3-year-1.42%
5-year0.85%
10-year2.76%