WDI vs XOMA

Comparison between Western Asset Diversified Income Fund (WDI, Company) and XOMA Royalty Corp (XOMA, Company).

WDI is from the Financial Services sector, while XOMA is from the Healthcare sector.

5-Year PerformanceXOMA has outperformed WDI, delivering a return of +4.4% compared to +3.1%

WDI vs XOMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WDI(COMPANY)	XOMA(COMPANY)
Market Cap	$700M	$700M
Max Drawdown	39.79%	99.92%
Sharpe Ratio	-0.24	0.95
5Y Beta	0.39	N/A
Industry	Asset Management	Biotechnology
P/E Ratio	9.78	22.87
Forward P/E	N/A	19.49
PEG Ratio	6.19	-0.42
5Y EPS CAGR	N/A	17.04%
Debt to Equity	48.06%	110.48%
Free Cash Flow Yield	13.18%	0.93%
P/S Ratio	9.78	14.63
P/B Ratio	0.94	6.30

Market Cap

Winner

WDI

$700M

XOMA

$700M

Max Drawdown

Winner

WDI

39.79%

XOMA

99.92%

Sharpe Ratio

WDI

-0.24

Winner

XOMA

0.95

5Y Beta

WDI

0.39

XOMA

N/A

Industry

WDI

Asset Management

XOMA

Biotechnology

P/E Ratio

Winner

WDI

9.78

XOMA

22.87

Forward P/E

WDI

N/A

XOMA

19.49

PEG Ratio

WDI

6.19

Winner

XOMA

-0.42

5Y EPS CAGR

WDI

N/A

XOMA

17.04%

Debt to Equity

Winner

WDI

48.06%

XOMA

110.48%

Free Cash Flow Yield

Winner

WDI

13.18%

XOMA

0.93%

P/S Ratio

Winner

WDI

9.78

XOMA

14.63

P/B Ratio

Winner

WDI

0.94

XOMA

6.30

WDI vs XOMA - Historical Returns

Returns include dividend reinvestment.

Period	WDI	XOMA
1 month	+0.53%	-4.24%
3 months	-0.01%	+1.93%
6 months	+3.06%	+36.82%
1 year	+0.71%	+44.70%
5 years(CAGR)	+3.06%	+4.40%
10 years(CAGR)	N/A	+14.49%
Max(CAGR)	+3.10%	-10.55%

Winner

WDI

+0.53%

XOMA

-4.24%

WDI

-0.01%

Winner

XOMA

+1.93%

WDI

+3.06%

Winner

XOMA

+36.82%

WDI

+0.71%

Winner

XOMA

+44.70%

5Y(CAGR)

WDI

+3.06%

Winner

XOMA

+4.40%

10Y(CAGR)

WDI

N/A

XOMA

+14.49%

Max(CAGR)

Winner

WDI

+3.10%

XOMA

-10.55%

WDI vs XOMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WDI	XOMA
2026	+3.29%	+43.52%
2025	+9.24%	+2.27%
2024	+12.76%	+25.80%
2023	+23.55%	-0.86%
2022	-24.12%	-11.41%
2021	-5.66%	-47.64%
2020	N/A	+59.43%
2019	N/A	+105.73%
2018	N/A	-64.78%
2017	N/A	+616.30%
2016	N/A	-84.25%
2015	N/A	-62.54%
2014	N/A	-48.12%
2013	N/A	+159.85%
2012	N/A	+92.00%
2011	N/A	-78.30%
2010	N/A	-51.14%
2009	N/A	+4.30%
2008	N/A	-80.63%
2007	N/A	+56.94%
2006	N/A	+31.74%
2005	N/A	-37.50%
2004	N/A	-61.34%
2003	N/A	+64.59%
2002	N/A	-54.71%
2001	N/A	+12.57%
2000	N/A	+228.39%
1999	N/A	+14.29%

WDI vs XOMA Drawdown Comparison

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

The maximum drawdown for XOMA was -99.92%, occurring on Feb 10, 2017. This drawdown has not yet recovered.

The current WDI drawdown is -2.76%. The current XOMA drawdown is -99.22%.

Rank	WDI	XOMA
#1	-32.46% Aug 6, 2021 - Jul 10, 2024	-99.92% Jun 29, 2001 - Feb 10, 2017
#2	-14.15% Feb 25, 2025 - May 30, 2025	-77.85% Mar 6, 2000 - Nov 6, 2000
#3	-8.46% Sep 12, 2025 - May 1, 2026	-63.23% Nov 6, 2000 - Jun 26, 2001
#4	-6.72% Sep 30, 2024 - Feb 5, 2025	-28.13% Feb 17, 2000 - Mar 3, 2000
#5	-5.36% May 1, 2026 - Jul 9, 2026	-26.32% Jan 25, 2000 - Feb 10, 2000
#6	-2.83% Aug 1, 2024 - Aug 14, 2024	-25.66% Nov 17, 1999 - Jan 14, 2000
#7	-2.76% Jul 9, 2026 - Jul 23, 2026	-11.45% Jan 19, 2000 - Jan 25, 2000
#8	-1.53% Jul 15, 2024 - Jul 23, 2024	-5.89% Feb 10, 2000 - Feb 14, 2000
#9	-1.43% Aug 16, 2024 - Sep 5, 2024	-1.19% Nov 2, 1999 - Nov 8, 1999
#10	-1.27% Jul 23, 2024 - Jul 26, 2024	-1.11% Nov 9, 1999 - Nov 11, 1999
#11	-1.22% Jun 16, 2025 - Jun 27, 2025	N/A
#12	-0.97% Sep 5, 2024 - Sep 11, 2024	N/A
#13	-0.83% Sep 25, 2024 - Sep 30, 2024	N/A
#14	-0.74% Jul 2, 2025 - Jul 14, 2025	N/A
#15	-0.73% Aug 13, 2025 - Aug 19, 2025	N/A