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WABF
+0.16 · +0.64%
$25.46 · NASDAQ

Western Asset Bond ETF (WABF) ETF Analysis | Intermediate Core-Plus Bond

Franklin Templeton Investments · USA
AUM:$16.7M
#– of – in Intermediate Core-Plus Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is WABF?

The fund invests in a portfolio comprised of debt instruments and fixed income securities of various maturities. The fund may also invest in credit-linked securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
WABF returned 6.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 8.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$16.7M
Expense Ratio0.35%
Dividend Yield5.65%
Holdings1
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderFranklin Templeton Investments
Beta–
CategoryIntermediate Core-Plus Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-4.1%
1Y
-0.1%
3Y
+14.0%
5Y
+14.0%
OpenBook InsightIf you had invested £10,000 in WABF 5 years ago, it would have grown to £11,405 — a gain of £1,405.

Annual Returns

Calendar year performance

WABF delivered positive returns in 3 of the last 4 calendar years.
YearWABF
2026 YTD-2.2%
2025+7.9%
2024+1.8%
2023+6.8%
CAGR 3yr+5.5%
3/4 positive yearsAvg return: +3.6%Worst year: -2.2% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
3.6%
Low
Momentum
-0.5%
30-day change
Support Level
24.41
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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