Performance analysis of EMD (Western Asset Emerging Markets Debt Fund)
Annual Return
Over the past 3 years, EMD has had an average annual return of +19.50%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, EMD has had an average annual return of +4.41%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, EMD has had an average annual return of +6.07%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 2, 2003, EMD has had an average annual return of +6.56%, underperforming the benchmark SPY, which returned +11.07% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.50% | +23.38% | +16.18% | +12.20% | -20.80% | -0.32% | +7.11% | +26.59% | -13.69% | +14.27% | +18.29% | -4.88% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -0.59% | -14.94% | +23.48% | +10.73% | +13.74% | +53.55% | -20.62% | +7.83% | +8.53% | +6.97% | +5.49% | +0.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.25% | +2.34% | -10.21% | +12.40% | -1.48% | -2.43% | +2.50% | ||||||
| 2025 | +3.30% | +0.58% | +1.63% | -4.12% | +3.85% | +5.05% | +1.55% | +2.82% | +1.12% | +3.06% | +1.78% | +0.88% | +23.38% |
| 2024 | +0.07% | +0.94% | +6.21% | -5.26% | +4.13% | +0.89% | +4.88% | +2.73% | +4.11% | -2.91% | +2.92% | -2.94% | +16.18% |
| 2023 | +5.81% | -3.56% | -5.25% | +1.73% | -1.74% | +2.83% | +5.59% | -0.78% | -5.71% | -1.85% | +9.76% | +6.09% | +12.20% |
| 2022 | -6.63% | -7.37% | -0.70% | -9.07% | +1.47% | -8.33% | +5.35% | +0.21% | -12.06% | +2.56% | +15.10% | -0.51% | -20.80% |
| 2021 | -2.53% | -2.19% | +1.77% | +4.01% | +2.95% | +0.92% | +0.29% | +0.28% | -1.59% | +1.10% | -3.76% | -1.29% | -0.32% |
| 2020 | +2.30% | -4.47% | -22.60% | +3.81% | +12.59% | +2.73% | +5.14% | +1.79% | -4.38% | -1.86% | +12.47% | +4.41% | +7.11% |
| 2019 | +11.83% | +2.65% | -1.16% | +2.71% | -1.59% | +6.12% | +1.67% | -5.40% | +3.02% | +0.94% | +1.81% | +2.14% | +26.59% |
| 2018 | +0.18% | -4.53% | -0.34% | -2.00% | -3.33% | -1.47% | +3.77% | +0.00789% | -0.37% | -6.36% | -0.65% | +0.84% | -13.69% |
| 2017 | +4.05% | +3% | +0.33% | +1.94% | +1.22% | -0.76% | +1.02% | +0.65% | +1.35% | -0.26% | -1.22% | +2.22% | +14.27% |
Drawdown analysis of EMD (Western Asset Emerging Markets Debt Fund)
The maximum drawdown for the EMD was -48.11%, occurring on Nov 20, 2008. Recovery took 177 trading sessions.
The current EMD drawdown is -4.41%.
Since Dec 2, 2003 EMD has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.11% | Jun 3, 2008 | 120 | Nov 20, 2008 | 177 | Aug 6, 2009 | 297 |
| -46.44% | Feb 21, 2020 | 18 | Mar 18, 2020 | 191 | Dec 17, 2020 | 209 |
| -40.44% | Sep 2, 2021 | 284 | Oct 19, 2022 | 490 | Oct 2, 2024 | 774 |
| -29.53% | Mar 12, 2013 | 720 | Jan 20, 2016 | 315 | Apr 20, 2017 | 1035 |
| -26.07% | Jan 27, 2004 | 72 | May 10, 2004 | 95 | Sep 24, 2004 | 167 |
| -18.70% | Jan 16, 2018 | 235 | Dec 20, 2018 | 125 | Jun 21, 2019 | 360 |
| -13.52% | May 29, 2007 | 56 | Aug 16, 2007 | 35 | Oct 5, 2007 | 91 |
| -13.33% | Feb 18, 2026 | 28 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -12.47% | Sep 2, 2011 | 21 | Oct 4, 2011 | 57 | Dec 23, 2011 | 78 |
| -11.83% | Mar 25, 2025 | 12 | Apr 10, 2025 | 37 | Jun 4, 2025 | 49 |
| -11.04% | Feb 8, 2005 | 32 | Mar 28, 2005 | 116 | Sep 9, 2005 | 148 |
| -10.28% | Apr 23, 2010 | 20 | May 21, 2010 | 41 | Jul 21, 2010 | 61 |
| -9.98% | Nov 5, 2010 | 27 | Dec 15, 2010 | 100 | May 10, 2011 | 127 |
| -9.74% | Aug 3, 2011 | 3 | Aug 8, 2011 | 19 | Sep 2, 2011 | 22 |
| -9.14% | Oct 8, 2009 | 16 | Oct 30, 2009 | 38 | Dec 24, 2009 | 54 |
| -8.95% | Feb 22, 2006 | 88 | Jun 28, 2006 | 76 | Oct 16, 2006 | 164 |
| -8.40% | Oct 3, 2012 | 29 | Nov 15, 2012 | 8 | Nov 28, 2012 | 37 |
| -8.06% | Apr 24, 2012 | 27 | Jun 1, 2012 | 20 | Jun 29, 2012 | 47 |
| -7.62% | Sep 9, 2005 | 24 | Oct 13, 2005 | 54 | Dec 30, 2005 | 78 |
| -7.31% | Feb 1, 2010 | 4 | Feb 5, 2010 | 16 | Mar 2, 2010 | 20 |
| -6.00% | Aug 2, 2019 | 21 | Sep 3, 2019 | 74 | Dec 17, 2019 | 95 |
| -5.90% | Feb 27, 2008 | 13 | Mar 17, 2008 | 26 | Apr 23, 2008 | 39 |
| -5.70% | Oct 3, 2024 | 31 | Nov 15, 2024 | 12 | Dec 4, 2024 | 43 |
| -5.62% | Feb 11, 2021 | 10 | Feb 26, 2021 | 42 | Apr 28, 2021 | 52 |
| -4.87% | Dec 4, 2024 | 17 | Dec 30, 2024 | 24 | Feb 5, 2025 | 41 |