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WIA vs PGHY

Comparison between Western Asset Inflation-Linked Income Fund (WIA, ETF) and INVESCO GLOBAL EX-US HIGH YIELD CORPORATE BOND ETF (PGHY, ETF).

5-Year PerformancePGHY has outperformed WIA, delivering a return of +4.5% compared to -0.6%

WIA vs PGHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIA
$212M
PGHY
$212M
Expense Ratio
WIA
N/A
PGHY
0.35%
Max Drawdown
WIA
51.47%
Winner
PGHY
28.62%
Sharpe Ratio
WIA
0.43
Winner
PGHY
0.67
5Y Beta
Winner
WIA
0.09
PGHY
0.18
5Y Dividends CAGR
WIA
-2.32%
Winner
PGHY
4.97%

WIA vs PGHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WIA
-0.22%
PGHY
-0.24%
3M
WIA
+0.46%
Winner
PGHY
+1.19%
6M
WIA
+1.25%
Winner
PGHY
+2.40%
1Y
WIA
+6.39%
Winner
PGHY
+7.31%
5Y(CAGR)
WIA
-0.57%
Winner
PGHY
+4.46%
10Y(CAGR)
WIA
+3.74%
Winner
PGHY
+4.34%
Max(CAGR)
WIA
+3.06%
Winner
PGHY
+4.14%

WIA vs PGHY - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearWIAPGHY
2026+1.23%+1.92%
2025+11.55%+8.80%
2024+5.68%+8.77%
2023+5.13%+9.97%
2022-25.44%-5.37%
2021+10.46%+1.24%
2020+18.63%+3.00%
2019+19.20%+5.73%
2018-8.16%+0.34%
2017+7.15%+3.09%
2016+11.86%+13.96%
2015-6.41%+2.59%
2014+4.69%-2.85%
2013-10.54%+4.17%
2012+6.06%N/A
2011+2.67%N/A
2010+7.68%N/A
2009+15.75%N/A
2008-2.58%N/A
2007+8.94%N/A
2006-1.43%N/A
2005-3.72%N/A
2004-6.93%N/A
2003+1.67%N/A

WIA vs PGHY Drawdown Comparison

The maximum drawdown for WIA was -30.29%, occurring on Oct 21, 2022. This drawdown has not yet recovered.

The maximum drawdown for PGHY was -20.50%, occurring on Mar 18, 2020. Recovery took 203 trading sessions.

The current WIA drawdown is -8.01%. The current PGHY drawdown is -1.05%.

RankWIAPGHY
#1-30.29%
Dec 8, 2021 - Oct 21, 2022
-20.50%
Feb 6, 2020 - Nov 24, 2020
#2-28.56%
Jul 10, 2008 - Jun 29, 2009
-9.42%
Jul 14, 2021 - Nov 28, 2023
#3-26.35%
Feb 21, 2020 - Jul 23, 2020
-5.56%
Nov 6, 2015 - Mar 16, 2016
#4-18.35%
Apr 1, 2004 - Feb 1, 2008
-5.31%
Jun 16, 2014 - Nov 6, 2015
#5-17.35%
Apr 8, 2013 - Dec 13, 2017
-5.03%
Feb 28, 2025 - May 28, 2025
#6-9.75%
Jan 12, 2018 - Jun 20, 2019
-3.04%
Feb 27, 2026 - Apr 17, 2026
#7-8.00%
Aug 27, 2020 - Nov 24, 2020
-1.98%
Sep 22, 2025 - Nov 20, 2025
#8-7.74%
Nov 9, 2010 - Apr 27, 2011
-1.92%
Mar 20, 2024 - May 15, 2024
#9-6.68%
Dec 31, 2020 - May 10, 2021
-1.85%
Sep 19, 2013 - Mar 28, 2014
#10-6.17%
May 6, 2011 - Feb 15, 2012
-1.73%
Oct 2, 2018 - Jan 14, 2019
#11-4.69%
Jul 29, 2021 - Nov 29, 2021
-1.35%
Jul 29, 2016 - Aug 25, 2016
#12-4.46%
May 12, 2010 - Aug 27, 2010
-1.34%
Jul 29, 2019 - Dec 18, 2019
#13-4.30%
Feb 4, 2008 - May 9, 2008
-1.31%
Oct 18, 2017 - Apr 18, 2018
#14-3.76%
Feb 3, 2010 - Apr 15, 2010
-1.31%
Dec 10, 2024 - Jan 16, 2025
#15-3.55%
Dec 22, 2003 - Jan 21, 2004
-1.29%
Jun 8, 2016 - Jun 23, 2016

Correlation

Correlation between WIA and PGHY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2003 - 2026)

WIA vs PGHY dividend yield comparison.

YearWIAPGHY
20263.22%2.90%
20257.50%7.24%
20247.50%7.49%
202311.08%7.87%
202215.23%5.12%
202110.65%5.17%
20205.71%5.45%
20193.41%5.32%
20183.91%5.45%
20173.43%5.52%
20163.34%6.26%
20153.63%4.60%
20143.59%4.41%
20133.17%1.90%
20122.68%0.00%
20113.99%0.00%
20103.53%0.00%
20093.84%0.00%
20087.82%0.00%
20075.90%0.00%
20065.12%0.00%
20057.75%0.00%
20046.44%0.00%
20031.07%0.00%

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