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WIA: Western/Claymore Infl-Lnkd Sec Common (CEF)
Basic Info 8.38 0.06(0.72%) May 30
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 09/26/2003 |
| Last Dividend Date: | 05/22/2023 |
| 12-Mo. Yield | 10.73% |
| Expenses | - |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.4 | 3.7 | 3.0 | 8.6 | 6.7 | 3.5 | 4.3 | 3.9 | -15.4 | 16.1 | 19.4 | 19.0 | -6.8 | 6.4 | 12.4 | -5.7 | 5.2 | -10.1 | 6.6 | 2.5 | 8.1 | 18.6 | -0.7 | 9.1 | 0.5 | 0.1 | -4.9 | 1.4 |
| SR | NA | 0.26 | -0.07 | 0.55 | 0.41 | 0.24 | NA | 0.26 | -1.14 | 1.25 | 0.96 | 2.81 | -1.06 | 0.98 | 1.47 | -0.79 | 0.93 | -1.02 | 1.3 | 0.27 | 0.77 | 1.27 | -0.08 | 0.96 | -0.45 | -0.22 | -0.39 | 0.44 |
| DD(%) | NA | 5.7 | 15.4 | 22.6 | 26.3 | 26.3 | NA | 28.5 | 22.6 | 6.7 | 26.3 | 2.4 | 9.7 | 4.4 | 4.6 | 10.6 | 6.4 | 16.9 | 2.6 | 6.2 | 7.7 | 12.1 | 28.5 | 4.0 | 7.5 | 7.9 | 18.3 | 3.6 |
| SD(%) | NA | 10.4 | 14.0 | 13.9 | 13.4 | 10.9 | NA | 11.2 | 14.8 | 12.9 | 20.0 | 6.3 | 7.7 | 6.0 | 8.2 | 7.2 | 5.6 | 10.0 | 5.0 | 9.1 | 10.4 | 14.6 | 20.4 | 6.4 | 6.3 | 9.5 | 14.8 | 11.1 |
| TR | NA | 0.03 | -0.01 | 0.1 | 0.08 | 0.04 | NA | 0.06 | -0.21 | 0.27 | 0.34 | 0.28 | -0.36 | 0.1 | 0.25 | -0.09 | 0.1 | -0.13 | 0.17 | 0.06 | 0.24 | 0.55 | -0.04 | 0.26 | -0.06 | -0.05 | -0.35 | 0.24 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.05 | 0.04 | 0.05 | 0.05 | -0.03 | 0.02 | 0.04 | -0.02 | 0.01 | -0.01 | 0.02 | -0.01 | 0.02 | 0.06 | 0.01 | 0.02 | -0.01 | -0.01 | -0.02 | 0.02 |
| Beta(%) | NA | 0.84 | 0.79 | 0.75 | 0.71 | 0.68 | NA | 0.5 | 0.81 | 0.61 | 0.56 | 0.62 | 0.23 | 0.61 | 0.49 | 0.62 | 0.51 | 0.78 | 0.39 | 0.38 | 0.34 | 0.33 | 0.44 | 0.23 | 0.48 | 0.41 | 0.17 | 0.2 |
| RS | NA | 0.34 | 0.26 | 0.14 | 0.12 | 0.12 | NA | 0.07 | 0.27 | 0.06 | 0.04 | 0.15 | 0.01 | 0.13 | 0.07 | 0.22 | 0.16 | 0.21 | 0.12 | 0.08 | 0.04 | 0.03 | 0.05 | 0.04 | 0.12 | 0.04 | 0.0 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/26/2003
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Best ETFs
- TIP (iShares TIPS Bond) 0.40% (97%)
- SCHP (Schwab US TIPS ETF) 0.44% (42%)
- STPZ (PIMCO 1-5 Year U.S. TIPS ETF) 0.28% (40%)
- TIPZ (PIMCO Broad U.S. TIPS ETF) 0.39% (39%)
- STIP (iShares 0-5 Year TIPS Bond) 0.25% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.55% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.42% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.23% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.56% (100%)
- WIA (Western/Claymore Infl-Lnkd Sec Common) 0.72% (99%)
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