HIX vs NJAN

Comparison between Western Asset High Income Fund II Inc (HIX, ETF) and Innovator Growth-100 Power Buffer ETF - January (NJAN, ETF).

5-Year PerformanceNJAN has outperformed HIX, delivering a return of +7.8% compared to +0.4%

HIX vs NJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HIX(ETF)	NJAN(ETF)
Net Assets	$375M	$373M
Expense Ratio	N/A	0.79%
Max Drawdown	72.39%	20.70%
Sharpe Ratio	0.37	1.86
5Y Beta	0.36	0.60
5Y Dividends CAGR	1.61%	N/A

Net Assets

Winner

HIX

$375M

NJAN

$373M

Expense Ratio

HIX

N/A

NJAN

0.79%

Max Drawdown

HIX

72.39%

Winner

NJAN

20.70%

Sharpe Ratio

HIX

0.37

Winner

NJAN

1.86

5Y Beta

Winner

HIX

0.36

NJAN

0.60

5Y Dividends CAGR

HIX

1.61%

NJAN

N/A

HIX vs NJAN - Historical Returns

Returns include dividend reinvestment.

Period	HIX	NJAN
1 month	+1.27%	+0.52%
3 months	+4.31%	+9.07%
6 months	+4.11%	+7.53%
1 year	+7.89%	+18.02%
5 years(CAGR)	+0.42%	+7.80%
10 years(CAGR)	+5.16%	N/A
Max(CAGR)	+7.56%	+8.28%

Winner

HIX

+1.27%

NJAN

+0.52%

HIX

+4.31%

Winner

NJAN

+9.07%

HIX

+4.11%

Winner

NJAN

+7.53%

HIX

+7.89%

Winner

NJAN

+18.02%

5Y(CAGR)

HIX

+0.42%

Winner

NJAN

+7.80%

10Y(CAGR)

HIX

+5.16%

NJAN

N/A

Max(CAGR)

HIX

+7.56%

Winner

NJAN

+8.28%

HIX vs NJAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HIX	NJAN
2026	+1.40%	+7.30%
2025	+12.20%	+14.49%
2024	-3.63%	+16.44%
2023	+11.18%	+21.55%
2022	-23.61%	-18.98%
2021	+14.51%	+12.25%
2020	+12.10%	+8.29%
2019	+25.96%	N/A
2018	-11.22%	N/A
2017	+7.61%	N/A
2016	+24.05%	N/A
2015	-14.83%	N/A
2014	+0.11%	N/A
2013	+1.16%	N/A
2012	+9.05%	N/A
2011	+14.21%	N/A
2010	+12.88%	N/A
2009	+99.91%	N/A
2008	-40.91%	N/A
2007	-0.43%	N/A
2006	+20.35%	N/A
2005	-9.75%	N/A
2004	+3.15%	N/A
2003	+46.62%	N/A
2002	+4.20%	N/A
2001	+7.38%	N/A
2000	+22.60%	N/A
1999	-1.26%	N/A

HIX vs NJAN Drawdown Comparison

The maximum drawdown for HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 594 trading sessions.

The maximum drawdown for NJAN was -20.70%, occurring on Oct 14, 2022. Recovery took 516 trading sessions.

The current HIX drawdown is -6.39%. The current NJAN drawdown is -0.30%.

Rank	HIX	NJAN
#1	-60.88% May 4, 2007 - Sep 11, 2009	-20.70% Jan 3, 2022 - Jan 24, 2024
#2	-44.77% Feb 18, 2020 - Aug 20, 2020	-15.96% Feb 19, 2020 - Jun 5, 2020
#3	-38.72% Aug 18, 2021 - Oct 14, 2022	-13.14% Feb 18, 2025 - Jun 3, 2025
#4	-28.46% Jun 27, 2014 - Jan 24, 2017	-5.90% Jan 28, 2026 - Apr 14, 2026
#5	-25.23% Jun 10, 2002 - Mar 4, 2003	-5.22% Jul 10, 2024 - Sep 19, 2024
#6	-20.97% Mar 8, 2001 - Jan 11, 2002	-4.12% Feb 12, 2021 - Apr 1, 2021
#7	-19.03% Apr 1, 2004 - Oct 27, 2006	-3.39% Apr 15, 2021 - Jun 7, 2021
#8	-16.38% Oct 20, 2017 - Feb 25, 2019	-3.27% Mar 22, 2024 - May 10, 2024
#9	-16.29% Sep 11, 2000 - Jan 8, 2001	-2.07% Jan 26, 2021 - Feb 2, 2021
#10	-16.19% May 26, 2011 - Jan 6, 2012	-2.07% Jun 2, 2026 - Jun 10, 2026
#11	-15.17% May 21, 2013 - Apr 17, 2014	-2.02% Jun 10, 2020 - Jul 1, 2020
#12	-14.59% Oct 5, 2012 - Apr 24, 2013	-1.88% Oct 29, 2025 - Nov 26, 2025
#13	-14.51% Apr 15, 2010 - Aug 2, 2010	-1.83% Aug 30, 2021 - Oct 15, 2021
#14	-10.18% Jul 7, 2003 - Sep 5, 2003	-1.76% Jan 6, 2025 - Jan 17, 2025
#15	-9.05% Nov 5, 1999 - Jan 27, 2000	-1.67% Jan 23, 2025 - Feb 13, 2025