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WIW vs INDY

Comparison between Western Asset Inflation-Linked Opportunities & Income Fund (WIW, ETF) and ISHARES INDIA 50 ETF (INDY, ETF).

5-Year PerformanceINDY has outperformed WIW, delivering a return of +1.2% compared to +0.7%

WIW vs INDY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
WIW
$586M
Winner
INDY
$586M
Expense Ratio
WIW
N/A
INDY
0.65%
Max Drawdown
WIW
47.87%
Winner
INDY
45.53%
Sharpe Ratio
Winner
WIW
0.56
INDY
-1.29
5Y Beta
Winner
WIW
0.17
INDY
0.43
5Y Dividends CAGR
WIW
16.54%
Winner
INDY
162.33%

WIW vs INDY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
WIW
+0.03%
INDY
-3.83%
3M
Winner
WIW
-0.12%
INDY
-8.59%
6M
Winner
WIW
+0.79%
INDY
-15.01%
1Y
Winner
WIW
+7.99%
INDY
-14.99%
5Y(CAGR)
WIW
+0.73%
Winner
INDY
+1.16%
10Y(CAGR)
WIW
+4.05%
Winner
INDY
+6.15%
Max(CAGR)
WIW
+3.20%
Winner
INDY
+4.72%

WIW vs INDY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearWIWINDY
2026+2.27%-15.74%
2025+12.87%+3.47%
2024+3.83%+3.68%
2023+5.18%+16.36%
2022-24.22%-8.89%
2021+17.98%+19.01%
2020+11.08%+8.75%
2019+17.46%+10.72%
2018-8.61%-4.43%
2017+6.79%+35.75%
2016+11.57%+3.00%
2015-6.44%-10.08%
2014+3.15%+33.54%
2013-12.26%-7.78%
2012+6.82%+20.83%
2011+5.55%-37.32%
2010+8.36%+20.53%
2009+16.80%+1.93%
2008-4.76%N/A
2007+8.12%N/A
2006+1.29%N/A
2005-1.60%N/A
2004-8.66%N/A

WIW vs INDY Drawdown Comparison

The maximum drawdown for WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.

The maximum drawdown for INDY was -44.74%, occurring on Aug 28, 2013. Recovery took 1056 trading sessions.

The current WIW drawdown is -5.79%. The current INDY drawdown is -21.00%.

RankWIWINDY
#1-29.45%
Dec 31, 2021 - Sep 29, 2022
-44.74%
Nov 5, 2010 - Jan 20, 2015
#2-29.11%
Jul 10, 2008 - Aug 19, 2009
-43.50%
Jan 13, 2020 - Nov 24, 2020
#3-24.98%
Feb 21, 2020 - Nov 16, 2020
-29.92%
Jan 29, 2015 - Apr 26, 2017
#4-20.83%
Mar 10, 2004 - Jan 2, 2008
-22.37%
Sep 26, 2024 - Mar 30, 2026
#5-16.93%
Apr 8, 2013 - Sep 20, 2017
-20.10%
Jan 26, 2018 - May 31, 2019
#6-10.95%
Jan 12, 2018 - Jun 20, 2019
-20.00%
Jan 12, 2022 - Dec 14, 2023
#7-7.15%
Nov 10, 2010 - Jul 29, 2011
-15.96%
May 10, 2010 - Sep 10, 2010
#8-4.73%
Dec 1, 2009 - Apr 26, 2010
-13.85%
Jan 7, 2010 - Mar 26, 2010
#9-4.67%
Nov 11, 2021 - Dec 31, 2021
-13.83%
Jun 3, 2019 - Jan 13, 2020
#10-4.46%
Feb 9, 2021 - Apr 19, 2021
-12.00%
Apr 5, 2010 - May 10, 2010
#11-4.13%
May 6, 2010 - Aug 9, 2010
-10.51%
Mar 11, 2021 - Jun 1, 2021
#12-4.11%
Aug 18, 2011 - Jan 4, 2012
-9.79%
Oct 15, 2021 - Jan 12, 2022
#13-3.95%
Feb 6, 2008 - Apr 14, 2008
-7.20%
Aug 1, 2017 - Oct 31, 2017
#14-2.91%
Jun 15, 2021 - Jul 6, 2021
-6.36%
Jan 20, 2021 - Feb 2, 2021
#15-2.82%
Dec 31, 2020 - Jan 19, 2021
-5.57%
Jun 3, 2024 - Jun 17, 2024

Correlation

Correlation between WIW and INDY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2004 - 2026)

WIW vs INDY dividend yield comparison.

YearWIWINDY
20263.69%0.00%
20258.68%8.11%
20248.78%0.24%
202310.38%0.38%
202211.81%3.75%
20216.93%7.12%
20203.20%0.08%
20193.74%0.58%
20184.26%0.55%
20173.70%0.27%
20163.61%0.48%
20153.91%0.57%
20143.85%0.52%
20133.36%0.76%
20122.79%0.39%
20114.20%0.65%
20103.81%0.39%
20094.15%0.00%
20088.65%0.00%
20076.31%0.00%
20065.45%0.00%
20057.92%0.00%
20046.78%0.00%

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