Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HYI (Western Asset High Yield Defined Opportunity Fund) | 6.22% | 11.80% | 8.52% | 5.18% | 6.27% | NA | NA | 5.31% |
Data as of 07/28/2025, AR inception is 10/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HYI (Western Asset High Yield Defined Opportunity Fund) | 10/27/2010 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 11.80 | 8.52 | 5.18 | 6.27 | NA | NA | 5.31 | 6.22 | 7.58 | 6.45 | -13.85 | 9.80 | 6.83 | 27.88 | -6.33 | 8.59 | 16.85 | -2.49 | -3.58 | 5.42 | 21.39 | -0.27 | -7.98 |
| Sharpe Ratio | NA | 0.92 | 0.50 | 0.27 | 0.37 | NA | NA | 0.31 | 0.96 | 0.47 | 0.24 | -0.93 | 0.99 | 0.24 | 2.67 | -1.00 | 1.20 | 1.50 | -0.25 | -0.51 | 0.51 | 1.61 | -0.02 | -2.57 |
| Standard Deviation(%) | NA | 9.35 | 11.35 | 11.67 | 13.31 | NA | NA | 13.22 | 9.00 | 8.40 | 11.74 | 16.53 | 9.89 | 27.52 | 9.87 | 7.74 | 6.64 | 11.11 | 10.09 | 7.09 | 10.54 | 13.37 | 19.70 | 14.54 |
| Draw Down(%) | NA | 5.76 | 11.75 | 26.62 | 36.03 | NA | NA | 36.03 | 5.76 | 3.99 | 8.92 | 24.35 | 8.60 | 36.03 | 4.13 | 9.67 | 3.94 | 9.06 | 14.30 | 10.66 | 10.69 | 10.68 | 18.70 | 8.88 |
| Yield(%) | 0.80 | 9.76 | 9.25 | 8.01 | 7.75 | 6.31 | 4.74 | 6.76 | 5.59 | 9.40 | 9.23 | 7.23 | 7.45 | 7.29 | 8.12 | 7.02 | 7.84 | 9.34 | 8.39 | 7.73 | 8.52 | 10.29 | 9.66 | 0.73 |
Data as of 07/28/2025, AR inception is 10/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYI (Western Asset High Yield Defined Opportunity Fund) |
-3.03%
Sep 2012 - Sep 2015 |
1.03%
Sep 2017 - Sep 2022 |
2.40%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HYI (Western Asset High Yield Defined Opportunity Fund) |
14.47%
Dec 2018 - Dec 2021 |
11.11%
Feb 2016 - Feb 2021 |
8.13%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart