Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XWDIX (Western Asset Diversified Income Fund) | 1.58% | 9.46% | 10.20% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XWDIX (Western Asset Diversified Income Fund) | 06/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | 9.46 | 10.20 | NA | NA | NA | NA | … | … | 1.58 | 9.76 | 9.13 | 17.32 | -18.05 | 1.24 |
| Sharpe Ratio | NA | 1.93 | 1.59 | NA | NA | NA | NA | … | … | 0.31 | 1.60 | 1.46 | 2.46 | -2.96 | 1.45 |
| Standard Deviation(%) | NA | 3.46 | 4.45 | NA | NA | NA | NA | … | … | 3.88 | 4.31 | 3.77 | 5.61 | 6.58 | 1.67 |
| Draw Down(%) | NA | 3.36 | 6.00 | NA | NA | NA | NA | … | … | 3.36 | 6.00 | 2.10 | 4.17 | 21.40 | 1.08 |
| Yield(%) | 0.00 | 12.19 | 11.64 | 7.95 | 3.97 | 2.65 | 1.99 | … | … | 4.08 | 12.78 | 11.38 | 10.91 | 7.36 | 2.93 |
Data as of 06/08/2026, Common starting date is 06/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XWDIX (Western Asset Diversified Income Fund) |
1.32%
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 |
|---|---|---|---|---|
| XWDIX (Western Asset Diversified Income Fund) |
12.93%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart