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WIW: Western/Claymore Infl-Lnk Opps Common (CEF)
Basic Info 8.97 0.02(0.22%) May 31
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 02/25/2004 |
| Last Dividend Date: | 05/22/2023 |
| 12-Mo. Yield | 7.45% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 4.9 | 0.7 | 8.4 | 6.0 | 3.5 | 4.1 | 3.5 | -16.6 | 23.8 | 11.5 | 18.3 | -7.6 | 6.5 | 12.4 | -5.5 | 4.1 | -11.7 | 7.7 | 5.2 | 8.0 | 20.0 | -3.2 | 8.3 | 3.2 | -1.6 | -10.0 |
| SR | NA | 0.59 | -0.17 | 0.63 | 0.38 | 0.25 | NA | 0.24 | -1.15 | 2.3 | 0.64 | 2.96 | -1.24 | 1.1 | 1.41 | -0.79 | 0.81 | -1.54 | 1.49 | 0.74 | 0.93 | 1.61 | -0.19 | 0.88 | -0.02 | -0.43 | -0.89 |
| DD(%) | NA | 6.0 | 14.8 | 24.4 | 25.0 | 25.0 | NA | 29.1 | 24.4 | 4.6 | 25.0 | 1.8 | 11.0 | 3.4 | 4.0 | 9.9 | 7.6 | 14.4 | 2.4 | 4.1 | 7.2 | 9.9 | 29.1 | 5.7 | 5.8 | 11.8 | 20.9 |
| SD(%) | NA | 9.5 | 13.8 | 11.9 | 12.3 | 10.0 | NA | 10.4 | 15.7 | 10.3 | 17.6 | 5.7 | 7.1 | 5.3 | 8.6 | 7.0 | 5.1 | 7.6 | 5.2 | 7.0 | 8.5 | 12.4 | 21.4 | 6.0 | 5.8 | 8.7 | 14.2 |
| TR | NA | 0.1 | -0.03 | 0.09 | 0.06 | 0.03 | NA | 0.04 | -0.2 | 0.29 | 0.13 | 0.28 | -0.27 | 0.15 | 0.23 | -0.09 | 0.07 | -0.16 | 0.19 | 0.11 | 0.2 | 0.7 | -0.07 | 0.17 | 0.0 | -0.11 | -0.68 |
| Alpha(%) | NA | 0.02 | 0.0 | 0.02 | 0.01 | 0.01 | NA | 0.0 | -0.05 | 0.06 | 0.01 | 0.05 | -0.03 | 0.02 | 0.04 | -0.02 | 0.01 | -0.02 | 0.02 | 0.0 | 0.02 | 0.06 | 0.0 | 0.01 | 0.0 | -0.01 | -0.05 |
| Beta(%) | NA | 0.56 | 0.86 | 0.81 | 0.82 | 0.75 | NA | 0.56 | 0.89 | 0.81 | 0.89 | 0.6 | 0.33 | 0.39 | 0.52 | 0.64 | 0.63 | 0.75 | 0.41 | 0.47 | 0.4 | 0.29 | 0.54 | 0.32 | 0.39 | 0.34 | 0.18 |
| RS | NA | 0.18 | 0.32 | 0.23 | 0.19 | 0.18 | NA | 0.11 | 0.29 | 0.18 | 0.13 | 0.17 | 0.02 | 0.07 | 0.07 | 0.26 | 0.3 | 0.33 | 0.13 | 0.21 | 0.07 | 0.03 | 0.07 | 0.09 | 0.09 | 0.04 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/25/2004
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See Inflation-Protected Bond Asset Class Trend Rankings |
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- TIP (iShares TIPS Bond) 0.13% (97%)
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- STIP (iShares 0-5 Year TIPS Bond) 0.08% (38%)
- TDTF (FlexShares iBoxx 5Yr Target Dur TIPS ETF) 0.17% (37%)
- TDTT (FlexShares iBoxx 3Yr Target Dur TIPS ETF) 0.21% (36%)
- VTIP (Vanguard Short-Term Infl-Prot Secs ETF) 0.11% (4%)
Best Closed End Funds
- WIW (Western/Claymore Infl-Lnk Opps Common) 0.22% (100%)
- WIA (Western/Claymore Infl-Lnkd Sec Common) 0.48% (99%)
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