Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HIO (Western Asset High Income Opportunity Closed Fund) | 7.01% | 15.12% | 21.14% | 11.87% | 10.47% | 7.68% | 8.42% | … | … |
Data as of 06/04/2026, Common starting date is 08/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HIO (Western Asset High Income Opportunity Closed Fund) | 08/18/1995 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 15.12 | 21.14 | 11.87 | 10.47 | 7.68 | 8.42 | … | … | 7.01 | 16.43 | 24.59 | 17.00 | -9.45 | 15.42 | 6.18 | 24.24 | -7.98 | 9.03 | 16.32 | -4.91 | -2.44 | -0.73 | 12.19 | 10.85 | 6.82 | 70.43 | -25.32 | -3.35 | 21.01 | -2.71 | 2.27 | 25.63 | -5.67 | -3.74 | 18.77 | 1.03 | 2.47 | 36.71 | 40.82 | 7.30 |
| Sharpe Ratio | NA | 1.37 | 1.58 | 0.73 | 0.54 | NA | NA | … | … | 1.62 | 0.98 | 1.99 | 0.99 | -0.66 | 1.61 | 0.15 | 2.61 | -0.95 | 1.16 | 1.31 | -0.52 | -0.27 | -0.06 | 0.81 | 0.61 | 0.43 | 2.15 | -0.56 | -0.48 | 2.63 | -0.67 | 0.10 | 2.12 | -0.30 | -0.30 | 0.75 | -0.16 | -0.06 | 2.32 | 2.32 | 1.14 |
| Standard Deviation(%) | NA | 10.91 | 12.16 | 13.38 | 16.80 | NA | NA | … | … | 12.11 | 14.09 | 10.53 | 13.59 | 16.62 | 9.59 | 40.03 | 8.73 | 9.92 | 7.26 | 12.28 | 9.42 | 9.20 | 13.71 | 15.16 | 17.67 | 15.69 | 32.77 | 46.47 | 13.54 | 6.71 | 7.39 | 13.31 | 11.74 | 22.58 | 20.85 | 19.46 | 14.82 | 17.27 | 14.16 | 15.88 | 15.31 |
| Draw Down(%) | NA | 5.79 | 12.56 | 21.41 | 40.57 | NA | NA | … | … | 5.79 | 12.56 | 6.53 | 8.04 | 21.41 | 4.02 | 40.57 | 3.20 | 13.63 | 4.48 | 8.40 | 13.99 | 12.03 | 13.39 | 11.35 | 15.03 | 12.23 | 26.46 | 47.35 | 12.50 | 4.07 | 8.79 | 16.83 | 10.89 | 25.28 | 29.15 | 14.96 | 14.46 | 13.82 | 7.87 | 3.59 | 2.14 |
| Yield(%) | 0.00 | 11.11 | 11.30 | 7.67 | 7.80 | 6.27 | 7.22 | … | … | 4.88 | 10.88 | 10.96 | 9.82 | 6.96 | 7.41 | 7.77 | 7.93 | 5.83 | 7.09 | 9.18 | 7.94 | 7.33 | 7.03 | 7.52 | 8.59 | 9.85 | 14.82 | 9.50 | 8.13 | 8.70 | 7.15 | 8.29 | 10.39 | 9.37 | 11.39 | 13.03 | 10.97 | 10.81 | 14.71 | 15.87 | 9.72 |
Data as of 06/04/2026, Common starting date is 08/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIO (Western Asset High Income Opportunity Closed Fund) |
-6.44%
Nov 2005 – Nov 2008 |
-3.82%
Nov 2003 – Nov 2008 |
0.45%
Nov 1998 – Nov 2008 |
3.81%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HIO (Western Asset High Income Opportunity Closed Fund) |
28.53%
Sep 1995 – Sep 1998 |
20.18%
Sep 1995 – Sep 2000 |
11.45%
Jan 2016 – Jan 2026 |
10.81%
Sep 1995 – Sep 2010 |
Annualized Rolling Returns Comparison Chart