WDI vs TBLD
Comparison between Western Asset Diversified Income Fund (WDI, Company) and Thornburg Income Builder Opportunities Trust (TBLD, Company).
Both WDI and TBLD are from the Financial Services sector.
5-Year PerformanceTBLD has outperformed WDI, delivering a return of +9.7% compared to +3.2%
WDI vs TBLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
WDI vs TBLD - Historical Returns
Returns include dividend reinvestment.
WDI vs TBLD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | WDI | TBLD |
|---|---|---|
| 2026 | +3.29% | +11.50% |
| 2025 | +9.24% | +32.03% |
| 2024 | +12.76% | +14.77% |
| 2023 | +23.55% | +17.12% |
| 2022 | -24.12% | -18.29% |
| 2021 | -5.66% | -4.16% |
WDI vs TBLD Drawdown Comparison
The maximum drawdown for WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 734 trading sessions.
The maximum drawdown for TBLD was -33.64%, occurring on Sep 29, 2022. Recovery took 714 trading sessions.
The current WDI drawdown is -2.63%. The current TBLD drawdown is -3.35%.
| Rank | WDI | TBLD |
|---|---|---|
| #1 | -32.46% Aug 6, 2021 - Jul 10, 2024 | -33.64% Sep 1, 2021 - Jul 8, 2024 |
| #2 | -14.15% Feb 25, 2025 - May 30, 2025 | -8.02% Sep 30, 2024 - Feb 13, 2025 |
| #3 | -8.46% Sep 12, 2025 - May 1, 2026 | -7.81% Feb 19, 2026 - Apr 17, 2026 |
| #4 | -6.72% Sep 30, 2024 - Feb 5, 2025 | -7.25% Mar 31, 2025 - Apr 28, 2025 |
| #5 | -5.36% May 1, 2026 - Jun 8, 2026 | -5.82% May 26, 2026 - Jun 10, 2026 |
| #6 | -2.83% Aug 1, 2024 - Aug 14, 2024 | -4.86% Jul 17, 2025 - Sep 11, 2025 |
| #7 | -1.53% Jul 15, 2024 - Jul 23, 2024 | -4.86% Apr 20, 2026 - May 22, 2026 |
| #8 | -1.43% Aug 16, 2024 - Sep 5, 2024 | -4.13% Nov 11, 2025 - Jan 6, 2026 |
| #9 | -1.27% Jul 23, 2024 - Jul 26, 2024 | -3.67% Jul 11, 2024 - Aug 13, 2024 |
| #10 | -1.22% Jun 16, 2025 - Jun 27, 2025 | -2.97% Jul 2, 2025 - Jul 16, 2025 |
| #11 | -0.97% Sep 5, 2024 - Sep 11, 2024 | -2.90% Sep 15, 2025 - Oct 14, 2025 |
| #12 | -0.83% Sep 25, 2024 - Sep 30, 2024 | -2.02% Oct 14, 2025 - Nov 3, 2025 |
| #13 | -0.74% Jul 2, 2025 - Jul 14, 2025 | -1.88% Mar 5, 2025 - Mar 19, 2025 |
| #14 | -0.73% Aug 13, 2025 - Aug 19, 2025 | -1.75% Sep 19, 2024 - Sep 25, 2024 |
| #15 | -0.70% Jun 29, 2021 - Jul 30, 2021 | -1.48% Aug 21, 2024 - Aug 26, 2024 |
Correlation
Correlation between WDI and TBLD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2021 - 2026)
WDI vs TBLD dividend yield comparison.
| Year | WDI | TBLD |
|---|---|---|
| 2026 | 4.38% | 2.37% |
| 2025 | 13.98% | 6.22% |
| 2024 | 12.32% | 8.32% |
| 2023 | 11.45% | 8.06% |
| 2022 | 11.40% | 8.03% |
| 2021 | 3.19% | 2.79% |
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