WDI vs ADTN

Comparison between Western Asset Diversified Income Fund (WDI, Company) and ADTRAN Holdings Inc (ADTN, Company).

WDI is from the Financial Services sector, while ADTN is from the Technology sector.

5-Year PerformanceWDI has outperformed ADTN, delivering a return of +2.7% compared to -16.9%

WDI vs ADTN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDI(COMPANY)	ADTN(COMPANY)
Market Cap	$673M	$671M
Max Drawdown	39.79%	90.73%
Sharpe Ratio	-0.37	0.13
5Y Beta	0.39	1.68
Industry	Asset Management	Communication Equipment
P/E Ratio	9.40	-18.62
Forward P/E	N/A	16.03
PEG Ratio	5.95	1.86
5Y Dividends CAGR	N/A	0.00%
5Y EPS CAGR	N/A	-8.55%
Debt to Equity	48.06%	0.00%
Free Cash Flow Yield	13.71%	10.05%
P/S Ratio	9.35	0.61
P/B Ratio	0.89	4.91

Market Cap

Winner

WDI

$673M

ADTN

$671M

Max Drawdown

Winner

WDI

39.79%

ADTN

90.73%

Sharpe Ratio

WDI

-0.37

Winner

ADTN

0.13

5Y Beta

Winner

WDI

0.39

ADTN

1.68

Industry

WDI

Asset Management

ADTN

Communication Equipment

P/E Ratio

WDI

9.40

Winner

ADTN

-18.62

Forward P/E

WDI

N/A

ADTN

16.03

PEG Ratio

WDI

5.95

Winner

ADTN

1.86

5Y Dividends CAGR

WDI

N/A

ADTN

0.00%

5Y EPS CAGR

WDI

N/A

ADTN

-8.55%

Debt to Equity

WDI

48.06%

Winner

ADTN

0.00%

Free Cash Flow Yield

Winner

WDI

13.71%

ADTN

10.05%

P/S Ratio

WDI

9.35

Winner

ADTN

0.61

P/B Ratio

Winner

WDI

0.89

ADTN

4.91

WDI vs ADTN - Historical Returns

Returns include dividend reinvestment.

Period	WDI	ADTN
1 month	-2.52%	-39.42%
3 months	-3.41%	-52.40%
6 months	+0.42%	-8.68%
1 year	-0.52%	-8.38%
5 years(CAGR)	+2.73%	-16.93%
10 years(CAGR)	N/A	-5.84%
Max(CAGR)	+2.82%	-1.34%

Winner

WDI

-2.52%

ADTN

-39.42%

Winner

WDI

-3.41%

ADTN

-52.40%

Winner

WDI

+0.42%

ADTN

-8.68%

Winner

WDI

-0.52%

ADTN

-8.38%

5Y(CAGR)

Winner

WDI

+2.73%

ADTN

-16.93%

10Y(CAGR)

WDI

N/A

ADTN

-5.84%

Max(CAGR)

Winner

WDI

+2.82%

ADTN

-1.34%

WDI vs ADTN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WDI	ADTN
2026	+1.88%	-3.00%
2025	+9.24%	-0.11%
2024	+12.76%	+12.11%
2023	+23.55%	-59.98%
2022	-24.12%	-16.77%
2021	-5.66%	+57.86%
2020	N/A	+52.52%
2019	N/A	-6.15%
2018	N/A	-45.01%
2017	N/A	-13.14%
2016	N/A	+32.96%
2015	N/A	-19.23%
2014	N/A	-16.15%
2013	N/A	+36.30%
2012	N/A	-34.30%
2011	N/A	-16.36%
2010	N/A	+61.62%
2009	N/A	+52.73%
2008	N/A	-27.55%
2007	N/A	-7.27%
2006	N/A	-21.02%
2005	N/A	+59.35%
2004	N/A	-38.15%
2003	N/A	+94.12%
2002	N/A	+20.56%
2001	N/A	+27.60%
2000	N/A	-58.46%
1999	N/A	+40.43%

WDI vs ADTN Drawdown Comparison

The maximum drawdown for WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.

The maximum drawdown for ADTN was -87.93%, occurring on Apr 30, 2024. This drawdown has not yet recovered.

The current WDI drawdown is -4.08%. The current ADTN drawdown is -76.80%.

Rank	WDI	ADTN
#1	-32.46% Aug 6, 2021 - Jul 10, 2024	-87.93% Mar 3, 2011 - Apr 30, 2024
#2	-14.15% Feb 25, 2025 - May 30, 2025	-81.16% Mar 9, 2000 - Sep 20, 2010
#3	-8.46% Sep 12, 2025 - May 1, 2026	-14.40% Oct 5, 2010 - Dec 28, 2010
#4	-6.72% Sep 30, 2024 - Feb 5, 2025	-10.52% Nov 19, 1999 - Dec 7, 1999
#5	-5.36% May 1, 2026 - Jul 9, 2026	-8.71% Nov 1, 1999 - Nov 8, 1999
#6	-4.89% Jul 9, 2026 - Jul 29, 2026	-8.00% Dec 9, 1999 - Dec 28, 1999
#7	-2.83% Aug 1, 2024 - Aug 14, 2024	-7.52% Dec 29, 1999 - Jan 7, 2000
#8	-1.53% Jul 15, 2024 - Jul 23, 2024	-7.34% Jan 25, 2000 - Feb 7, 2000
#9	-1.43% Aug 16, 2024 - Sep 5, 2024	-6.84% Feb 8, 2000 - Feb 25, 2000
#10	-1.27% Jul 23, 2024 - Jul 26, 2024	-6.26% Feb 17, 2011 - Mar 3, 2011
#11	-1.22% Jun 16, 2025 - Jun 27, 2025	-5.02% Jan 10, 2000 - Jan 14, 2000
#12	-0.97% Sep 5, 2024 - Sep 11, 2024	-3.59% Jan 27, 2011 - Feb 4, 2011
#13	-0.83% Sep 25, 2024 - Sep 30, 2024	-3.38% Sep 20, 2010 - Sep 29, 2010
#14	-0.74% Jul 2, 2025 - Jul 14, 2025	-2.83% Nov 8, 1999 - Nov 10, 1999
#15	-0.73% Aug 13, 2025 - Aug 19, 2025	-2.62% Feb 25, 2000 - Mar 3, 2000

Correlation

Correlation between WDI and ADTN is -0.38 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.38

-101

Dividend Comparison (2003 - 2026)

WDI vs ADTN dividend yield comparison.

Year	WDI	ADTN
2026	6.82%	0.00%
2025	13.98%	0.00%
2024	12.32%	0.00%
2023	11.45%	3.68%
2022	11.40%	1.92%
2021	3.19%	1.58%
2020	0.00%	2.44%
2019	0.00%	3.64%
2018	0.00%	3.35%
2017	0.00%	1.86%
2016	0.00%	1.61%
2015	0.00%	2.09%
2014	0.00%	2.06%
2013	0.00%	1.33%
2012	0.00%	1.84%
2011	0.00%	1.19%
2010	0.00%	0.99%
2009	0.00%	1.60%
2008	0.00%	2.42%
2007	0.00%	1.68%
2006	0.00%	1.59%
2005	0.00%	1.14%
2004	0.00%	1.67%
2003	0.00%	3.70%