VEL vs WDI
Comparison between Velocity Financial Inc (VEL, Company) and Western Asset Diversified Income Fund (WDI, Company).
Both VEL and WDI are from the Financial Services sector.
5-Year PerformanceVEL has outperformed WDI, delivering a return of +6.0% compared to +2.7%
VEL vs WDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VEL vs WDI - Historical Returns
Returns include dividend reinvestment.
VEL vs WDI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | VEL | WDI |
|---|---|---|
| 2026 | -10.13% | +1.08% |
| 2025 | +8.58% | +9.24% |
| 2024 | +20.22% | +12.76% |
| 2023 | +81.26% | +23.55% |
| 2022 | -28.94% | -24.12% |
| 2021 | +123.56% | -5.66% |
| 2020 | -53.89% | N/A |
VEL vs WDI Drawdown Comparison
The maximum drawdown for VEL was -83.13%, occurring on Apr 3, 2020. Recovery took 941 trading sessions.
The maximum drawdown for WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.
The current VEL drawdown is -15.41%. The current WDI drawdown is -4.72%.
| Rank | VEL | WDI |
|---|---|---|
| #1 | -83.13% Feb 20, 2020 - Nov 14, 2023 | -32.46% Aug 6, 2021 - Jul 10, 2024 |
| #2 | -22.09% Nov 14, 2023 - Mar 18, 2024 | -14.15% Feb 25, 2025 - May 30, 2025 |
| #3 | -21.48% Dec 16, 2024 - May 9, 2025 | -8.46% Sep 12, 2025 - May 1, 2026 |
| #4 | -13.14% Mar 21, 2024 - May 31, 2024 | -6.72% Sep 30, 2024 - Feb 5, 2025 |
| #5 | -6.83% Jul 16, 2024 - Sep 5, 2024 | -5.36% May 1, 2026 - Jun 8, 2026 |
| #6 | -5.08% Sep 19, 2024 - Nov 12, 2024 | -2.83% Aug 1, 2024 - Aug 14, 2024 |
| #7 | -4.07% Jun 5, 2024 - Jul 11, 2024 | -1.53% Jul 15, 2024 - Jul 23, 2024 |
| #8 | -3.51% Mar 18, 2024 - Mar 21, 2024 | -1.43% Aug 16, 2024 - Sep 5, 2024 |
| #9 | -3.33% Jan 21, 2020 - Jan 29, 2020 | -1.27% Jul 23, 2024 - Jul 26, 2024 |
| #10 | -3.30% Jan 30, 2020 - Feb 12, 2020 | -1.22% Jun 16, 2025 - Jun 27, 2025 |
| #11 | -2.21% Nov 12, 2024 - Nov 25, 2024 | -0.97% Sep 5, 2024 - Sep 11, 2024 |
| #12 | -0.97% Dec 4, 2024 - Dec 11, 2024 | -0.83% Sep 25, 2024 - Sep 30, 2024 |
| #13 | -0.97% Dec 11, 2024 - Dec 16, 2024 | -0.74% Jul 2, 2025 - Jul 14, 2025 |
| #14 | -0.69% Feb 13, 2020 - Feb 20, 2020 | -0.73% Aug 13, 2025 - Aug 19, 2025 |
| #15 | -0.54% May 31, 2024 - Jun 4, 2024 | -0.70% Jun 29, 2021 - Jul 30, 2021 |
Correlation
Correlation between VEL and WDI is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
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