Performance analysis of HIO (Western Asset High Income Opportunity Fund)
Annual Return
Over the past 3 years, HIO has had an average annual return of +9.56%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, HIO has had an average annual return of +2.47%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, HIO has had an average annual return of +5.81%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, HIO has had an average annual return of +6.02%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.53% | +5.30% | +13.52% | +8.04% | -17.09% | +12.77% | +6.07% | +24.21% | -7.58% | +8.97% | +16.18% | -4.97% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -2.54% | -0.03% | +12.85% | +10.49% | +11.85% | +70.23% | -25.32% | -3.36% | +22.73% | -1.34% | +2.32% | +26.53% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -5.05% | -2.60% | +13.38% | -3.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.59% | +0.40% | -2.25% | +2.64% | -0.11% | -1.64% | +1.53% | ||||||
| 2025 | +2.19% | +2.41% | -0.62% | -2.87% | +2.24% | +3.51% | +0.38% | +1.42% | -2.66% | +1.45% | -0.87% | -1.17% | +5.30% |
| 2024 | +3% | +0.14% | +0.64% | -3.96% | +2.30% | +2.27% | +4.10% | +2.19% | +2.66% | -1.35% | +1.41% | -0.38% | +13.52% |
| 2023 | +3.80% | +0.01% | -4.95% | +0.52% | -0.78% | +1.87% | +2.66% | +0.54% | -4.31% | +1.82% | +5.35% | +1.72% | +8.04% |
| 2022 | -7.69% | -2.09% | -3.01% | -4.94% | +1.69% | -6.31% | +7.86% | -5.21% | -7.05% | +3.83% | +7.94% | -1.95% | -17.09% |
| 2021 | -0.15% | +0.86% | +3.87% | +1.98% | +0.97% | +2.72% | -0.19% | +0.76% | -0.58% | +1.16% | -2.12% | +2.97% | +12.77% |
| 2020 | +0.83% | -4.74% | -11.62% | +5.54% | +7.12% | -0.80% | +6.34% | +3.95% | -2.15% | +0.24% | +3.94% | -1.15% | +6.07% |
| 2019 | +10.90% | +1.18% | -0.02% | +4.13% | -2.03% | +5.95% | -0.99% | -0.21% | +1.40% | -0.00281% | +0.20% | +2.04% | +24.21% |
| 2018 | -1.04% | -1.85% | -0.69% | +1.39% | -1.31% | +1.81% | -0.07% | +0.97% | -0.50% | -4.07% | +0.37% | -2.70% | -7.58% |
| 2017 | +3.43% | +1.18% | -1.73% | +4.38% | -0.75% | -1.17% | +2.57% | -0.96% | +1.36% | -1.00% | -0.81% | +2.37% | +8.97% |
Drawdown analysis of HIO (Western Asset High Income Opportunity Fund)
The maximum drawdown for the HIO was -49.60%, occurring on Nov 20, 2008. Recovery took 181 trading sessions.
The current HIO drawdown is -3.23%.
Since Nov 1, 1999 HIO has experienced the following drawdowns:
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 15 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.60% | Jun 1, 2007 | 373 | Nov 20, 2008 | 181 | Aug 12, 2009 | 554 |
| -40.57% | Feb 20, 2020 | 19 | Mar 18, 2020 | 110 | Aug 24, 2020 | 129 |
| -32.15% | Feb 15, 2001 | 358 | Jul 25, 2002 | 222 | Jun 12, 2003 | 580 |
| -26.19% | Sep 9, 2021 | 277 | Oct 14, 2022 | 481 | Sep 16, 2024 | 758 |
| -20.75% | Jun 18, 2014 | 400 | Jan 20, 2016 | 147 | Aug 18, 2016 | 547 |
| -16.71% | Jan 20, 2004 | 77 | May 10, 2004 | 124 | Nov 4, 2004 | 201 |
| -15.96% | Jul 31, 2000 | 93 | Dec 11, 2000 | 20 | Jan 10, 2001 | 113 |
| -15.05% | May 12, 2011 | 60 | Aug 8, 2011 | 110 | Jan 13, 2012 | 170 |
| -13.29% | Mar 7, 2025 | 21 | Apr 7, 2025 | 58 | Jul 1, 2025 | 79 |
| -13.25% | Jan 2, 2018 | 245 | Dec 21, 2018 | 26 | Jan 31, 2019 | 271 |
| -12.80% | May 22, 2013 | 22 | Jun 24, 2013 | 220 | May 8, 2014 | 242 |
| -11.35% | Sep 24, 2012 | 36 | Nov 15, 2012 | 37 | Jan 10, 2013 | 73 |
| -11.31% | Apr 26, 2010 | 18 | May 20, 2010 | 55 | Aug 9, 2010 | 73 |
| -10.95% | Jun 13, 2003 | 35 | Aug 4, 2003 | 104 | Dec 31, 2003 | 139 |
| -10.61% | Nov 5, 1999 | 23 | Dec 9, 1999 | 119 | May 31, 2000 | 142 |
| -8.29% | Sep 8, 2005 | 63 | Dec 7, 2005 | 97 | Apr 28, 2006 | 160 |
| -7.70% | Oct 22, 2009 | 4 | Oct 28, 2009 | 23 | Dec 1, 2009 | 27 |
| -7.53% | Nov 4, 2004 | 95 | Mar 23, 2005 | 78 | Jul 14, 2005 | 173 |
| -7.36% | Jan 19, 2010 | 13 | Feb 5, 2010 | 14 | Feb 26, 2010 | 27 |
| -6.69% | Aug 18, 2016 | 61 | Nov 14, 2016 | 31 | Dec 29, 2016 | 92 |
| -6.68% | Sep 17, 2025 | 133 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -6.58% | Feb 26, 2007 | 5 | Mar 5, 2007 | 25 | Apr 10, 2007 | 30 |
| -6.40% | Nov 10, 2010 | 23 | Dec 14, 2010 | 33 | Feb 1, 2011 | 56 |
| -6.37% | Jan 11, 2013 | 43 | Mar 15, 2013 | 47 | May 22, 2013 | 90 |
| -5.80% | Feb 24, 2012 | 7 | Mar 6, 2012 | 41 | May 3, 2012 | 48 |