WDI vs HY

Comparison between Western Asset Diversified Income Fund (WDI, Company) and Hyster-Yale Materials Handling Inc - Class A (HY, Company).

WDI is from the Financial Services sector, while HY is from the Industrials sector.

5-Year PerformanceWDI has outperformed HY, delivering a return of +3.2% compared to -7.5%

WDI vs HY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDI(COMPANY)	HY(COMPANY)
Market Cap	$703M	$700M
Max Drawdown	39.79%	79.85%
Sharpe Ratio	0.06	0.25
5Y Beta	0.39	1.18
Industry	Asset Management	Farm & Heavy Construction Machinery
P/E Ratio	9.83	-18.39
Forward P/E	N/A	13.83
PEG Ratio	6.22	N/A
Dividend Yield	N/A	3.83%
5Y Dividends CAGR	N/A	2.53%
Debt to Equity	48.06%	112.62%
Free Cash Flow Yield	13.11%	3.98%

Market Cap

Winner

WDI

$703M

$700M

Max Drawdown

Winner

WDI

39.79%

79.85%

Sharpe Ratio

WDI

0.06

Winner

0.25

5Y Beta

Winner

WDI

0.39

1.18

Industry

WDI

Asset Management

Farm & Heavy Construction Machinery

P/E Ratio

WDI

9.83

Winner

-18.39

Forward P/E

WDI

N/A

13.83

PEG Ratio

WDI

6.22

N/A

Dividend Yield

WDI

N/A

3.83%

5Y Dividends CAGR

WDI

N/A

2.53%

Debt to Equity

Winner

WDI

48.06%

112.62%

Free Cash Flow Yield

Winner

WDI

13.11%

3.98%

WDI vs HY - Historical Returns

Returns include dividend reinvestment.

Period	WDI	HY
1 month	+2.31%	+17.60%
3 months	+3.28%	+32.82%
6 months	+3.72%	+28.78%
1 year	+3.59%	+6.43%
5 years(CAGR)	+3.17%	-7.51%
10 years(CAGR)	N/A	-1.77%
Max(CAGR)	+3.17%	+2.54%

WDI

+2.31%

Winner

+17.60%

WDI

+3.28%

Winner

+32.82%

WDI

+3.72%

Winner

+28.78%

WDI

+3.59%

Winner

+6.43%

5Y(CAGR)

Winner

WDI

+3.17%

-7.51%

10Y(CAGR)

WDI

N/A

-1.77%

Max(CAGR)

Winner

WDI

+3.17%

+2.54%

WDI vs HY - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	WDI	HY
2026	+3.29%	+33.36%
2025	+9.24%	-38.58%
2024	+12.76%	-17.21%
2023	+23.55%	+148.06%
2022	-24.12%	-37.75%
2021	-5.66%	-27.63%
2020	N/A	+3.74%
2019	N/A	-4.06%
2018	N/A	-26.35%
2017	N/A	+32.77%
2016	N/A	+24.26%
2015	N/A	-25.98%
2014	N/A	-20.24%
2013	N/A	+88.04%
2012	N/A	+26.69%

WDI vs HY Drawdown Comparison

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

The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. This drawdown has not yet recovered.

The current WDI drawdown is -2.63%. The current HY drawdown is -53.56%.

Rank	WDI	HY
#1	-32.46% Aug 6, 2021 - Jul 10, 2024	-77.60% Feb 16, 2021 - Oct 7, 2022
#2	-14.15% Feb 25, 2025 - May 30, 2025	-66.43% Mar 6, 2014 - Jan 25, 2021
#3	-8.46% Sep 12, 2025 - May 1, 2026	-18.10% Sep 24, 2013 - Feb 20, 2014
#4	-6.72% Sep 30, 2024 - Feb 5, 2025	-16.06% Jun 18, 2013 - Aug 1, 2013
#5	-5.36% May 1, 2026 - Jun 8, 2026	-12.30% Mar 27, 2013 - May 7, 2013
#6	-2.83% Aug 1, 2024 - Aug 14, 2024	-11.93% Oct 2, 2012 - Nov 5, 2012
#7	-1.53% Jul 15, 2024 - Jul 23, 2024	-11.48% Aug 13, 2013 - Sep 5, 2013
#8	-1.43% Aug 16, 2024 - Sep 5, 2024	-7.72% Nov 6, 2012 - Dec 5, 2012
#9	-1.27% Jul 23, 2024 - Jul 26, 2024	-7.47% Jun 4, 2013 - Jun 10, 2013
#10	-1.22% Jun 16, 2025 - Jun 27, 2025	-5.21% Jan 4, 2013 - Feb 12, 2013
#11	-0.97% Sep 5, 2024 - Sep 11, 2024	-4.15% Feb 12, 2013 - Feb 28, 2013
#12	-0.83% Sep 25, 2024 - Sep 30, 2024	-3.78% May 21, 2013 - May 28, 2013
#13	-0.74% Jul 2, 2025 - Jul 14, 2025	-3.75% May 7, 2013 - May 16, 2013
#14	-0.73% Aug 13, 2025 - Aug 19, 2025	-3.50% Jan 25, 2021 - Feb 2, 2021
#15	-0.70% Jun 29, 2021 - Jul 30, 2021	-3.25% Mar 5, 2013 - Mar 7, 2013

Correlation

Correlation between WDI and HY is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2012 - 2026)

WDI vs HY dividend yield comparison.

Year	WDI	HY
2026	4.38%	1.84%
2025	13.98%	4.81%
2024	12.32%	2.70%
2023	11.45%	2.09%
2022	11.40%	5.10%
2021	3.19%	3.13%
2020	0.00%	2.13%
2019	0.00%	2.14%
2018	0.00%	1.99%
2017	0.00%	1.41%
2016	0.00%	1.83%
2015	0.00%	2.15%
2014	0.00%	1.47%
2013	0.00%	1.07%
2012	0.00%	4.61%