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PGHY vs WIA

Comparison between INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF (PGHY, ETF) and Western Asset Inflation-Linked Income Fund (WIA, ETF).

5-Year PerformancePGHY has outperformed WIA, delivering a return of +4.5% compared to -0.6%

PGHY vs WIA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PGHY
$212M
WIA
$212M
Expense Ratio
PGHY
0.35%
WIA
N/A
Max Drawdown
Winner
PGHY
28.62%
WIA
51.47%
Sharpe Ratio
Winner
PGHY
0.67
WIA
0.43
5Y Beta
PGHY
0.18
Winner
WIA
0.09
5Y Dividends CAGR
Winner
PGHY
4.97%
WIA
-2.32%

PGHY vs WIA - Historical Returns

Returns include dividend reinvestment.

1M
PGHY
-0.24%
Winner
WIA
-0.22%
3M
Winner
PGHY
+1.19%
WIA
+0.46%
6M
Winner
PGHY
+2.40%
WIA
+1.25%
1Y
Winner
PGHY
+7.31%
WIA
+6.39%
5Y(CAGR)
Winner
PGHY
+4.46%
WIA
-0.57%
10Y(CAGR)
Winner
PGHY
+4.34%
WIA
+3.74%
Max(CAGR)
Winner
PGHY
+4.14%
WIA
+3.06%

PGHY vs WIA - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearPGHYWIA
2026+1.92%+1.23%
2025+8.80%+11.55%
2024+8.77%+5.68%
2023+9.97%+5.13%
2022-5.37%-25.44%
2021+1.24%+10.46%
2020+3.00%+18.63%
2019+5.73%+19.20%
2018+0.34%-8.16%
2017+3.09%+7.15%
2016+13.96%+11.86%
2015+2.59%-6.41%
2014-2.85%+4.69%
2013+4.17%-10.54%
2012N/A+6.06%
2011N/A+2.67%
2010N/A+7.68%
2009N/A+15.75%
2008N/A-2.58%
2007N/A+8.94%
2006N/A-1.43%
2005N/A-3.72%
2004N/A-6.93%
2003N/A+1.67%

PGHY vs WIA Drawdown Comparison

The maximum drawdown for PGHY was -20.50%, occurring on Mar 18, 2020. Recovery took 203 trading sessions.

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

The current PGHY drawdown is -1.05%. The current WIA drawdown is -8.01%.

RankPGHYWIA
#1-20.50%
Feb 6, 2020 - Nov 24, 2020
-30.29%
Dec 8, 2021 - Oct 21, 2022
#2-9.42%
Jul 14, 2021 - Nov 28, 2023
-28.56%
Jul 10, 2008 - Jun 29, 2009
#3-5.56%
Nov 6, 2015 - Mar 16, 2016
-26.35%
Feb 21, 2020 - Jul 23, 2020
#4-5.31%
Jun 16, 2014 - Nov 6, 2015
-18.35%
Apr 1, 2004 - Feb 1, 2008
#5-5.03%
Feb 28, 2025 - May 28, 2025
-17.35%
Apr 8, 2013 - Dec 13, 2017
#6-3.04%
Feb 27, 2026 - Apr 17, 2026
-9.75%
Jan 12, 2018 - Jun 20, 2019
#7-1.98%
Sep 22, 2025 - Nov 20, 2025
-8.00%
Aug 27, 2020 - Nov 24, 2020
#8-1.92%
Mar 20, 2024 - May 15, 2024
-7.74%
Nov 9, 2010 - Apr 27, 2011
#9-1.85%
Sep 19, 2013 - Mar 28, 2014
-6.68%
Dec 31, 2020 - May 10, 2021
#10-1.73%
Oct 2, 2018 - Jan 14, 2019
-6.17%
May 6, 2011 - Feb 15, 2012
#11-1.35%
Jul 29, 2016 - Aug 25, 2016
-4.69%
Jul 29, 2021 - Nov 29, 2021
#12-1.34%
Jul 29, 2019 - Dec 18, 2019
-4.46%
May 12, 2010 - Aug 27, 2010
#13-1.31%
Oct 18, 2017 - Apr 18, 2018
-4.30%
Feb 4, 2008 - May 9, 2008
#14-1.31%
Dec 10, 2024 - Jan 16, 2025
-3.76%
Feb 3, 2010 - Apr 15, 2010
#15-1.29%
Jun 8, 2016 - Jun 23, 2016
-3.55%
Dec 22, 2003 - Jan 21, 2004

Correlation

Correlation between PGHY and WIA is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2003 - 2026)

PGHY vs WIA dividend yield comparison.

YearPGHYWIA
20262.90%3.22%
20257.24%7.50%
20247.49%7.50%
20237.87%11.08%
20225.12%15.23%
20215.17%10.65%
20205.45%5.71%
20195.32%3.41%
20185.45%3.91%
20175.52%3.43%
20166.26%3.34%
20154.60%3.63%
20144.41%3.59%
20131.90%3.17%
20120.00%2.68%
20110.00%3.99%
20100.00%3.53%
20090.00%3.84%
20080.00%7.82%
20070.00%5.90%
20060.00%5.12%
20050.00%7.75%
20040.00%6.44%
20030.00%1.07%

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