Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDI (Western Asset Diversified Income Fund) | 0.91% | 2.23% | 13.20% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/28/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDI (Western Asset Diversified Income Fund) | 06/28/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.19 | 2.23 | 13.20 | NA | NA | NA | NA | … | … | 0.91 | 10.67 | 13.89 | 25.28 | -23.30 | -6.15 |
| Sharpe Ratio | NA | 0.47 | 1.06 | NA | NA | NA | NA | … | … | 0.76 | 0.61 | 1.05 | 1.73 | -1.38 | -1.35 |
| Standard Deviation(%) | NA | 9.19 | 11.33 | NA | NA | NA | NA | … | … | 11.01 | 12.71 | 9.79 | 12.61 | 18.04 | 8.63 |
| Draw Down(%) | NA | 8.46 | 14.14 | NA | NA | NA | NA | … | … | 7.67 | 14.14 | 6.71 | 9.55 | 29.58 | 8.64 |
| Yield(%) | 0.00 | 12.09 | 13.19 | 7.89 | 3.94 | 2.63 | 1.97 | … | … | 4.35 | 13.42 | 12.37 | 12.55 | 7.83 | 2.91 |
Data as of 06/04/2026, Common starting date is 06/28/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDI (Western Asset Diversified Income Fund) |
1.25%
Jul 2021 – Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDI (Western Asset Diversified Income Fund) |
18.79%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart