NRO vs WIA

Comparison between Neuberger Berman Real Estate Securities Income Fund Inc (NRO, ETF) and Western Asset Inflation-Linked Income Fund (WIA, ETF).

5-Year PerformanceNRO has outperformed WIA, delivering a return of +1.4% compared to -0.6%

NRO vs WIA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NRO(ETF)	WIA(ETF)
Net Assets	$212M	$212M
Max Drawdown	95.78%	51.47%
Sharpe Ratio	0.12	0.43
5Y Beta	0.52	0.09
5Y Dividends CAGR	-0.51%	-2.32%

Net Assets

Winner

NRO

$212M

WIA

$212M

Max Drawdown

NRO

95.78%

Winner

WIA

51.47%

Sharpe Ratio

NRO

0.12

Winner

WIA

0.43

5Y Beta

NRO

0.52

Winner

WIA

0.09

5Y Dividends CAGR

Winner

NRO

-0.51%

WIA

-2.32%

NRO vs WIA - Historical Returns

Returns include dividend reinvestment.

Period	NRO	WIA
1 month	-0.28%	-0.22%
3 months	+1.48%	+0.46%
6 months	+4.65%	+1.25%
1 year	+5.08%	+6.39%
5 years(CAGR)	+1.39%	-0.57%
10 years(CAGR)	+5.11%	+3.74%
Max(CAGR)	+3.95%	+3.06%

NRO

-0.28%

Winner

WIA

-0.22%

Winner

NRO

+1.48%

WIA

+0.46%

Winner

NRO

+4.65%

WIA

+1.25%

NRO

+5.08%

Winner

WIA

+6.39%

5Y(CAGR)

Winner

NRO

+1.39%

WIA

-0.57%

10Y(CAGR)

Winner

NRO

+5.11%

WIA

+3.74%

Max(CAGR)

Winner

NRO

+3.95%

WIA

+3.06%

NRO vs WIA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NRO	WIA
2026	+3.21%	+1.23%
2025	+1.42%	+11.55%
2024	+21.27%	+5.68%
2023	+11.57%	+5.13%
2022	-34.32%	-25.44%
2021	+43.19%	+10.46%
2020	-10.30%	+18.63%
2019	+50.08%	+19.20%
2018	-16.97%	-8.16%
2017	+13.72%	+7.15%
2016	+19.29%	+11.86%
2015	+1.39%	-6.41%
2014	+27.95%	+4.69%
2013	-2.47%	-10.54%
2012	+30.01%	+6.06%
2011	-1.57%	+2.67%
2010	+39.23%	+7.68%
2009	+79.01%	+15.75%
2008	-78.32%	-2.58%
2007	-23.13%	+8.94%
2006	+45.34%	-1.43%
2005	+3.24%	-3.72%
2004	+9.79%	-6.93%
2003	+0.01%	+1.67%

NRO vs WIA Drawdown Comparison

The maximum drawdown for NRO was -92.77%, occurring on Mar 9, 2009. Recovery took 3026 trading sessions.

The maximum drawdown for WIA was -30.29%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The current NRO drawdown is -8.49%. The current WIA drawdown is -8.01%.

Rank	NRO	WIA
#1	-92.77% Jun 4, 2007 - Jun 11, 2019	-30.29% Dec 8, 2021 - Oct 21, 2022
#2	-62.59% Feb 14, 2020 - Aug 31, 2021	-28.56% Jul 10, 2008 - Jun 29, 2009
#3	-42.26% Dec 31, 2021 - Sep 4, 2024	-26.35% Feb 21, 2020 - Jul 23, 2020
#4	-24.77% Sep 24, 2024 - Apr 8, 2025	-18.35% Apr 1, 2004 - Feb 1, 2008
#5	-23.10% Mar 17, 2004 - Oct 6, 2004	-17.35% Apr 8, 2013 - Dec 13, 2017
#6	-11.90% Aug 3, 2005 - Jan 9, 2006	-9.75% Jan 12, 2018 - Jun 20, 2019
#7	-11.77% Feb 7, 2007 - May 9, 2007	-8.00% Aug 27, 2020 - Nov 24, 2020
#8	-11.11% Dec 31, 2004 - Jun 7, 2005	-7.74% Nov 9, 2010 - Apr 27, 2011
#9	-9.17% Mar 17, 2006 - Jul 11, 2006	-6.68% Dec 31, 2020 - May 10, 2021
#10	-8.18% Sep 3, 2021 - Dec 27, 2021	-6.17% May 6, 2011 - Feb 15, 2012
#11	-5.47% Nov 17, 2003 - Mar 3, 2004	-4.69% Jul 29, 2021 - Nov 29, 2021
#12	-5.27% Jul 30, 2019 - Aug 19, 2019	-4.46% May 12, 2010 - Aug 27, 2010
#13	-5.14% Nov 4, 2004 - Nov 16, 2004	-4.30% Feb 4, 2008 - May 9, 2008
#14	-4.85% Oct 23, 2019 - Dec 13, 2019	-3.76% Feb 3, 2010 - Apr 15, 2010
#15	-4.18% Oct 27, 2006 - Nov 20, 2006	-3.55% Dec 22, 2003 - Jan 21, 2004

Correlation

Correlation between NRO and WIA is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75

-101

Dividend Comparison (2003 - 2026)

NRO vs WIA dividend yield comparison.

Year	NRO	WIA
2026	5.23%	3.22%
2025	12.27%	7.50%
2024	10.56%	7.50%
2023	11.75%	11.08%
2022	11.97%	15.23%
2021	7.11%	10.65%
2020	10.89%	5.71%
2019	8.61%	3.41%
2018	12.76%	3.91%
2017	9.31%	3.43%
2016	7.63%	3.34%
2015	7.18%	3.63%
2014	4.92%	3.59%
2013	5.53%	3.17%
2012	5.23%	2.68%
2011	6.41%	3.99%
2010	6.02%	3.53%
2009	10.83%	3.84%
2008	101.52%	7.82%
2007	25.37%	5.90%
2006	10.93%	5.12%
2005	10.61%	7.75%
2004	7.99%	6.44%
2003	0.67%	1.07%