Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XHYIX (Western Asset High Yield Defined Opportunity Fund) | 2.01% | 7.19% | 7.66% | 2.56% | 3.32% | 1.87% | NA | … | … |
Data as of 06/08/2026, Common starting date is 10/28/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XHYIX (Western Asset High Yield Defined Opportunity Fund) | 10/28/2010 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.19 | 7.66 | 2.56 | 3.32 | 1.87 | NA | … | … | 2.01 | 7.16 | 6.17 | 9.64 | -11.48 | 3.71 | 4.54 | 12.30 | -5.30 | 3.24 | 7.51 | -13.74 | -0.40 | 9.57 | 12.62 | -10.93 | 0.79 |
| Sharpe Ratio | NA | 1.57 | 1.21 | 0.01 | 0.30 | NA | NA | … | … | 0.73 | 1.18 | 0.79 | 1.02 | -1.65 | 1.68 | 0.32 | 2.66 | -1.81 | 0.84 | 1.24 | -3.05 | -0.15 | 3.21 | 2.94 | -1.63 | 1.08 |
| Standard Deviation(%) | NA | 2.83 | 3.77 | 5.04 | 5.96 | NA | NA | … | … | 3.08 | 3.63 | 3.22 | 5.92 | 7.86 | 2.19 | 13.16 | 4.07 | 3.71 | 3.09 | 5.87 | 4.51 | 2.88 | 2.97 | 4.30 | 6.72 | 4.17 |
| Draw Down(%) | NA | 1.99 | 4.25 | 16.65 | 25.31 | NA | NA | … | … | 1.99 | 4.25 | 3.02 | 6.94 | 15.80 | 2.44 | 25.31 | 2.61 | 7.28 | 2.06 | 6.99 | 15.91 | 7.17 | 4.86 | 4.78 | 18.17 | 2.44 |
| Yield(%) | 0.00 | 9.58 | 9.25 | 7.13 | 5.57 | 4.05 | 3.16 | … | … | 4.01 | 9.39 | 9.12 | 9.03 | 7.38 | 7.12 | 6.89 | 3.55 | 4.26 | 2.25 | 0.00 | 0.61 | 7.10 | 7.61 | 0.84 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 10/28/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHYIX (Western Asset High Yield Defined Opportunity Fund) |
-4.50%
Feb 2013 – Feb 2016 |
-3.20%
Mar 2015 – Mar 2020 |
0.02%
Oct 2013 – Oct 2023 |
1.76%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XHYIX (Western Asset High Yield Defined Opportunity Fund) |
9.03%
Sep 2022 – Sep 2025 |
6.04%
Mar 2020 – Mar 2025 |
4.18%
Feb 2016 – Feb 2026 |
2.09%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart