Performance analysis of EHI (Western Asset Global High Income Fund)
Annual Return
Over the past 3 years, EHI has had an average annual return of +8.08%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, EHI has had an average annual return of +0.33%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, EHI has had an average annual return of +5.43%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 29, 2003, EHI has had an average annual return of +6.08%, underperforming the benchmark SPY, which returned +11.33% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.29% | +9.13% | +4.14% | +19.25% | -25.20% | +9.36% | +8.78% | +30.95% | -12.32% | +13.06% | +27.49% | -11.94% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.38% | -2.83% | +19.24% | +7.19% | +27.20% | +71.24% | -30.71% | -6.51% | +16.14% | +0.75% | +3.82% | +4.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.41% | +0.62% | -6.74% | +4.75% | -0.64% | -0.33% | -1.29% | ||||||
| 2025 | +3.29% | -0.30% | -0.90% | -1.95% | +1.11% | +3.15% | +1.53% | +1.84% | +0.76% | -2.58% | +1.99% | +1.02% | +9.13% |
| 2024 | +0.52% | -0.73% | -0.15% | -2.00% | +3.52% | +2.30% | +1.57% | +0.98% | -1.13% | -2.75% | +1.81% | +0.31% | +4.14% |
| 2023 | +13.23% | -1.87% | -5.33% | +2.98% | -5.41% | +10.68% | +1.20% | -0.30% | -6.85% | -7.70% | +14.12% | +6.23% | +19.25% |
| 2022 | -7.86% | -4.58% | -2.53% | -6.90% | -2.31% | -5.99% | +7.92% | -3.39% | -8.26% | +6.43% | +8.25% | -7.35% | -25.20% |
| 2021 | +1.56% | -0.04% | +5.47% | -1.36% | +1.73% | +3.55% | -2.54% | +0.64% | +0.07% | -0.90% | -3.30% | +4.51% | +9.36% |
| 2020 | +0.56% | -0.27% | -23.84% | +13.35% | +8.67% | +2.72% | +5.81% | +1.82% | -1.26% | +0.89% | +5.13% | -0.24% | +8.78% |
| 2019 | +11.64% | +4.27% | -0.51% | +4.07% | -0.60% | +4.20% | +0.54% | -1.09% | +2.51% | -0.67% | -0.57% | +4.20% | +30.95% |
| 2018 | -2.52% | -2.70% | -1.03% | +1.18% | -2.33% | +0.00382% | +1.55% | +0.88% | -0.53% | -4.29% | -0.10% | -3.00% | -12.32% |
| 2017 | +2.96% | +2.39% | -0.24% | +2.44% | +0.34% | -1.01% | +3.16% | -0.99% | +2.15% | +0.06% | -2.58% | +3.88% | +13.06% |
Drawdown analysis of EHI (Western Asset Global High Income Fund)
The maximum drawdown for the EHI was -58.39%, occurring on Nov 21, 2008. Recovery took 279 trading sessions.
The current EHI drawdown is -4.44%.
Since Jul 29, 2003 EHI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.39% | May 17, 2007 | 384 | Nov 21, 2008 | 279 | Jan 4, 2010 | 663 |
| -36.30% | Feb 21, 2020 | 18 | Mar 18, 2020 | 124 | Sep 14, 2020 | 142 |
| -33.79% | Jul 2, 2021 | 324 | Oct 14, 2022 | 817 | Jan 20, 2026 | 1141 |
| -29.27% | Sep 3, 2014 | 347 | Jan 20, 2016 | 143 | Aug 12, 2016 | 490 |
| -19.83% | Jul 22, 2011 | 51 | Oct 4, 2011 | 76 | Jan 24, 2012 | 127 |
| -18.31% | Jan 9, 2004 | 83 | May 10, 2004 | 121 | Nov 1, 2004 | 204 |
| -16.18% | Jan 2, 2018 | 245 | Dec 21, 2018 | 45 | Feb 28, 2019 | 290 |
| -16.13% | May 20, 2013 | 33 | Jul 8, 2013 | 221 | May 22, 2014 | 254 |
| -12.91% | Feb 8, 2005 | 68 | May 17, 2005 | 195 | Feb 24, 2006 | 263 |
| -12.36% | Apr 30, 2010 | 14 | May 20, 2010 | 38 | Jul 15, 2010 | 52 |
| -9.72% | Sep 8, 2016 | 47 | Nov 14, 2016 | 43 | Jan 18, 2017 | 90 |
| -9.15% | Nov 5, 2010 | 26 | Dec 14, 2010 | 38 | Feb 8, 2011 | 64 |
| -9.13% | Feb 9, 2026 | 34 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -7.28% | Feb 3, 2010 | 2 | Feb 5, 2010 | 16 | Mar 2, 2010 | 18 |
| -6.98% | Oct 17, 2012 | 18 | Nov 14, 2012 | 12 | Dec 3, 2012 | 30 |
| -6.75% | Nov 20, 2020 | 30 | Jan 6, 2021 | 54 | Mar 25, 2021 | 84 |
| -5.65% | Feb 28, 2012 | 57 | May 18, 2012 | 21 | Jun 19, 2012 | 78 |
| -5.18% | Feb 24, 2006 | 34 | Apr 13, 2006 | 35 | Jun 5, 2006 | 69 |
| -5.10% | Jun 24, 2014 | 29 | Aug 5, 2014 | 20 | Sep 3, 2014 | 49 |
| -4.89% | May 16, 2011 | 22 | Jun 16, 2011 | 21 | Jul 18, 2011 | 43 |
| -4.54% | Aug 1, 2003 | 37 | Sep 24, 2003 | 31 | Nov 6, 2003 | 68 |
| -4.49% | Oct 17, 2017 | 20 | Nov 14, 2017 | 30 | Dec 28, 2017 | 50 |
| -4.00% | Oct 28, 2019 | 17 | Nov 20, 2019 | 18 | Dec 17, 2019 | 35 |
| -3.67% | Jan 22, 2013 | 37 | Mar 15, 2013 | 19 | Apr 12, 2013 | 56 |
| -3.26% | Nov 4, 2004 | 2 | Nov 8, 2004 | 10 | Nov 22, 2004 | 12 |