Performance analysis of WIW (Western Asset Inflation-Linked Opportunities & Income Fund)
Annual Return
Over the past 3 years, WIW has had an average annual return of +7.74%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, WIW has had an average annual return of +1.14%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, WIW has had an average annual return of +4.10%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Feb 25, 2004, WIW has had an average annual return of +3.24%, underperforming the benchmark SPY, which returned +10.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.12% | +13.14% | +3.82% | +5.07% | -25.28% | +17.60% | +11.47% | +18.26% | -7.57% | +6.46% | +12.32% | -5.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +4.06% | -11.92% | +7.66% | +5.14% | +7.99% | +20.03% | -3.23% | +8.31% | +2.91% | -0.14% | -8.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.97% | +1.89% | -2.15% | +1.69% | +0.39% | +0.35% | +3.12% | ||||||
| 2025 | +4.61% | +2.57% | +1.18% | -0.88% | -0.20% | +2.95% | +0.83% | +2.66% | +0.14% | +0.02% | +0.83% | -2.12% | +13.14% |
| 2024 | +1.06% | -1.95% | +2.61% | -1.85% | +2.85% | -0.23% | +1.19% | +1.53% | +3.26% | -0.10% | -0.21% | -4.14% | +3.82% |
| 2023 | +6.14% | -4.78% | +1.74% | +1.43% | -2.06% | +0.09% | +1.58% | -1.67% | -4.40% | +0.25% | +4.64% | +2.59% | +5.07% |
| 2022 | -9.37% | +0.97% | -1.68% | -7.77% | +2.10% | -4.63% | +3.41% | -4.77% | -10.16% | +2.05% | +4.31% | -1.81% | -25.28% |
| 2021 | +0.57% | -1.20% | -0.62% | +3.07% | +4.27% | +1.13% | +2.57% | -0.40% | +0.04% | +3.11% | -0.79% | +4.82% | +17.60% |
| 2020 | +2.22% | -0.98% | -17.33% | +7.59% | +5.24% | +2.24% | +3.30% | +2.67% | -2.50% | +1.69% | +4.14% | +5.08% | +11.47% |
| 2019 | +4.79% | +0.34% | +1.57% | +1.17% | +1.27% | +2.80% | +0.50% | +0.15% | -0.67% | +0.60% | +0.60% | +3.92% | +18.26% |
| 2018 | +1.28% | -0.29% | -0.91% | +0.85% | -1.80% | +0.41% | -0.84% | +0.78% | -1.76% | -5.12% | +0.84% | -1.11% | -7.57% |
| 2017 | +0.48% | +1.56% | -0.85% | -0.42% | +0.60% | -0.58% | +1.78% | +0.60% | +0.95% | -0.03% | +0.94% | +1.29% | +6.46% |
Drawdown analysis of WIW (Western Asset Inflation-Linked Opportunities & Income Fund)
The maximum drawdown for the WIW was -29.45%, occurring on Sep 29, 2022. This drawdown has not yet recovered.
The current WIW drawdown is -4.90%.
Since Feb 25, 2004 WIW has experienced the following drawdowns:
- 20% or more: 4 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.45% | Dec 31, 2021 | 187 | Sep 29, 2022 | Ongoing | Ongoing | Ongoing |
| -29.11% | Jul 10, 2008 | 65 | Oct 10, 2008 | 215 | Aug 19, 2009 | 280 |
| -24.98% | Feb 21, 2020 | 18 | Mar 18, 2020 | 169 | Nov 16, 2020 | 187 |
| -20.82% | Mar 10, 2004 | 76 | Jun 29, 2004 | 884 | Jan 2, 2008 | 960 |
| -16.93% | Apr 8, 2013 | 720 | Feb 16, 2016 | 403 | Sep 20, 2017 | 1123 |
| -10.94% | Jan 12, 2018 | 238 | Dec 24, 2018 | 122 | Jun 20, 2019 | 360 |
| -7.16% | Nov 10, 2010 | 24 | Dec 15, 2010 | 156 | Jul 29, 2011 | 180 |
| -4.73% | Dec 1, 2009 | 85 | Apr 6, 2010 | 14 | Apr 26, 2010 | 99 |
| -4.67% | Nov 11, 2021 | 26 | Dec 20, 2021 | 8 | Dec 31, 2021 | 34 |
| -4.46% | Feb 9, 2021 | 28 | Mar 22, 2021 | 19 | Apr 19, 2021 | 47 |
| -4.14% | May 6, 2010 | 14 | May 26, 2010 | 51 | Aug 9, 2010 | 65 |
| -4.11% | Aug 18, 2011 | 39 | Oct 13, 2011 | 56 | Jan 4, 2012 | 95 |
| -3.94% | Feb 6, 2008 | 7 | Feb 15, 2008 | 39 | Apr 14, 2008 | 46 |
| -2.91% | Jun 15, 2021 | 6 | Jun 23, 2021 | 8 | Jul 6, 2021 | 14 |
| -2.82% | Dec 31, 2020 | 7 | Jan 12, 2021 | 4 | Jan 19, 2021 | 11 |
| -2.48% | May 20, 2008 | 18 | Jun 16, 2008 | 15 | Jul 8, 2008 | 33 |
| -2.42% | Nov 12, 2012 | 3 | Nov 15, 2012 | 96 | Apr 8, 2013 | 99 |
| -2.09% | Aug 2, 2011 | 3 | Aug 5, 2011 | 5 | Aug 12, 2011 | 8 |
| -2.05% | Apr 14, 2008 | 10 | Apr 28, 2008 | 6 | May 6, 2008 | 16 |
| -1.98% | Jul 24, 2012 | 17 | Aug 16, 2012 | 27 | Sep 25, 2012 | 44 |
| -1.82% | Jul 28, 2021 | 19 | Aug 24, 2021 | 10 | Sep 8, 2021 | 29 |
| -1.75% | Jul 19, 2019 | 61 | Oct 15, 2019 | 31 | Nov 27, 2019 | 92 |
| -1.68% | Oct 2, 2012 | 11 | Oct 17, 2012 | 7 | Oct 26, 2012 | 18 |
| -1.66% | Oct 27, 2021 | 6 | Nov 4, 2021 | 5 | Nov 11, 2021 | 11 |
| -1.61% | Sep 20, 2017 | 25 | Oct 25, 2017 | 10 | Nov 8, 2017 | 35 |