Performance analysis of HIX (Western Asset High Income Fund II)
Annual Return
Over the past 3 years, HIX has had an average annual return of +7.01%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, HIX has had an average annual return of +0.06%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, HIX has had an average annual return of +4.83%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, HIX has had an average annual return of +7.60%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.42% | +13.53% | -3.05% | +15.78% | -24.57% | +13.02% | +12.43% | +27.27% | -9.95% | +7.15% | +25.43% | -15.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +1% | +2.84% | +10.52% | +14.09% | +14.61% | +112.97% | -41.96% | -0.61% | +20.84% | -9.98% | +2.84% | +49.55% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +5.55% | +9.89% | +21.21% | -1.26% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.11% | -0.50% | -3.35% | +2.26% | +1.49% | -0.51% | +1.01% | +3.42% | |||||
| 2025 | +3.07% | +3.71% | -3.90% | -1.20% | +3.68% | +3.82% | -0.03% | +3.04% | +1.83% | -1.63% | +0.95% | -0.24% | +13.53% |
| 2024 | -6.63% | -1.32% | +1.10% | -1.82% | +2.27% | +0.19% | +1.58% | +1.82% | +3.63% | -1.14% | +2.03% | -4.31% | -3.05% |
| 2023 | +14.86% | -1.84% | -8.40% | -0.45% | -5.03% | +9.55% | +2.04% | -0.82% | -6.88% | -5.19% | +11.95% | +8.21% | +15.78% |
| 2022 | -5.72% | -4.19% | -4.72% | -9.85% | +0.03% | -6.59% | +9.74% | +2.21% | -18.91% | +5.75% | +15.80% | -6.58% | -24.57% |
| 2021 | -0.02% | +0.26% | +2.20% | +3.48% | +3.38% | -0.70% | +3.47% | +2.55% | -4.15% | +2.22% | -3.05% | +3.03% | +13.02% |
| 2020 | +2.05% | -5.21% | -21.10% | +10.98% | +6.55% | +7.42% | +6.28% | +1.97% | -2.60% | +1.38% | +8.06% | +0.28% | +12.43% |
| 2019 | +11.58% | +1.82% | +1.17% | +3.96% | -2.46% | +9.06% | -0.05% | -5.23% | +4.08% | -0.05% | -0.93% | +2.55% | +27.27% |
| 2018 | -1.07% | -2.54% | -0.37% | +0.54% | -0.99% | +0.70% | +0.08% | +0.40% | +0.09% | -3.40% | -0.72% | -3.05% | -9.95% |
| 2017 | +3.74% | +1.99% | -1.45% | +3.52% | -0.77% | -0.96% | +2.93% | -2.31% | +1.82% | -0.44% | -2.54% | +1.69% | +7.15% |
Drawdown analysis of HIX (Western Asset High Income Fund II)
The maximum drawdown for the HIX was -60.88%, occurring on Nov 20, 2008. Recovery took 202 trading sessions.
The current HIX drawdown is -4.99%.
Since Nov 1, 1999 HIX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.88% | May 4, 2007 | 392 | Nov 20, 2008 | 202 | Sep 11, 2009 | 594 |
| -44.77% | Feb 18, 2020 | 21 | Mar 18, 2020 | 108 | Aug 20, 2020 | 129 |
| -38.72% | Aug 18, 2021 | 292 | Oct 14, 2022 | Ongoing | Ongoing | Ongoing |
| -28.46% | Jun 27, 2014 | 394 | Jan 21, 2016 | 254 | Jan 24, 2017 | 648 |
| -25.22% | Jun 10, 2002 | 40 | Aug 6, 2002 | 144 | Mar 4, 2003 | 184 |
| -20.97% | Mar 8, 2001 | 132 | Sep 20, 2001 | 78 | Jan 11, 2002 | 210 |
| -19.02% | Apr 1, 2004 | 26 | May 10, 2004 | 623 | Oct 27, 2006 | 649 |
| -16.38% | Oct 20, 2017 | 294 | Dec 21, 2018 | 42 | Feb 25, 2019 | 336 |
| -16.29% | Sep 11, 2000 | 57 | Nov 30, 2000 | 25 | Jan 8, 2001 | 82 |
| -16.19% | May 26, 2011 | 50 | Aug 8, 2011 | 105 | Jan 6, 2012 | 155 |
| -15.17% | May 21, 2013 | 32 | Jul 8, 2013 | 197 | Apr 17, 2014 | 229 |
| -14.59% | Oct 5, 2012 | 26 | Nov 14, 2012 | 109 | Apr 24, 2013 | 135 |
| -14.52% | Apr 15, 2010 | 25 | May 20, 2010 | 50 | Aug 2, 2010 | 75 |
| -10.19% | Jul 7, 2003 | 20 | Aug 4, 2003 | 23 | Sep 5, 2003 | 43 |
| -9.05% | Nov 5, 1999 | 27 | Dec 15, 1999 | 29 | Jan 27, 2000 | 56 |
| -9.05% | Nov 9, 2010 | 24 | Dec 14, 2010 | 38 | Feb 8, 2011 | 62 |
| -7.72% | Jan 19, 2010 | 14 | Feb 8, 2010 | 19 | Mar 8, 2010 | 33 |
| -7.69% | Jan 8, 2004 | 31 | Feb 24, 2004 | 27 | Apr 1, 2004 | 58 |
| -6.78% | Oct 22, 2009 | 6 | Oct 30, 2009 | 18 | Nov 25, 2009 | 24 |
| -6.49% | Aug 13, 2010 | 9 | Aug 26, 2010 | 21 | Sep 27, 2010 | 30 |
| -6.37% | Mar 30, 2000 | 15 | Apr 20, 2000 | 5 | Apr 28, 2000 | 20 |
| -6.34% | Jul 5, 2019 | 40 | Aug 30, 2019 | 91 | Jan 10, 2020 | 131 |
| -5.97% | Feb 14, 2007 | 12 | Mar 5, 2007 | 20 | Apr 2, 2007 | 32 |
| -5.72% | Jan 31, 2000 | 14 | Feb 18, 2000 | 3 | Feb 24, 2000 | 17 |
| -5.40% | Feb 8, 2002 | 5 | Feb 15, 2002 | 9 | Mar 1, 2002 | 14 |