Performance analysis of Western Asset Diversified Income Fund (WDI)
Annual Return
Over the past 3 years, WDI has had an average annual return of +12.46%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, WDI has had an average annual return of +3.45%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 25, 2021, WDI has had an average annual return of +3.48%, underperforming the benchmark SPY, which returned +13.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.38% | +10.62% | +13.88% | +25.09% | -23.33% | -5.66% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.65% | +1.63% | -2.78% | +5.22% | -0.34% | -0.57% | +0.67% | +4.38% | |||||
| 2025 | +6.45% | +0.86% | -2.69% | -1.44% | +5.40% | +1.99% | +1.53% | +1.87% | -1.30% | -0.70% | +0.49% | -1.91% | +10.62% |
| 2024 | +2.45% | +2.25% | +0.79% | -1.63% | +3.50% | +0.96% | +6.19% | +1.52% | +3.94% | -2.83% | -0.07% | -3.57% | +13.88% |
| 2023 | +12.43% | -0.30% | -3.92% | +1.27% | -1.51% | +4.58% | +3.46% | -0.56% | -1.56% | -5.14% | +7.81% | +7.50% | +25.09% |
| 2022 | -1.23% | -5.64% | -3.04% | -3.67% | -2.51% | -6.73% | +3.91% | -0.45% | -9.94% | -0.27% | +10.64% | -5.76% | -23.33% |
| 2021 | +0% | +0.70% | -0.07% | -3.42% | -0.75% | -2.56% | +0.37% | -5.66% |
Drawdown analysis of Western Asset Diversified Income Fund (WDI)
The maximum drawdown for the WDI was -32.46%, occurring on Oct 20, 2022. Recovery took 430 trading sessions.
The current WDI drawdown is -0.94%.
Since Jun 25, 2021 WDI has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.46% | Aug 6, 2021 | 304 | Oct 20, 2022 | 430 | Jul 10, 2024 | 734 |
| -14.15% | Feb 25, 2025 | 29 | Apr 7, 2025 | 37 | May 30, 2025 | 66 |
| -8.46% | Sep 12, 2025 | 130 | Mar 20, 2026 | 29 | May 1, 2026 | 159 |
| -6.73% | Sep 30, 2024 | 57 | Dec 19, 2024 | 30 | Feb 5, 2025 | 87 |
| -5.36% | May 1, 2026 | 25 | Jun 8, 2026 | 21 | Jul 9, 2026 | 46 |
| -2.83% | Aug 1, 2024 | 2 | Aug 5, 2024 | 7 | Aug 14, 2024 | 9 |
| -1.74% | Jul 9, 2026 | 7 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -1.52% | Jul 15, 2024 | 3 | Jul 18, 2024 | 3 | Jul 23, 2024 | 6 |
| -1.43% | Aug 16, 2024 | 9 | Aug 29, 2024 | 4 | Sep 5, 2024 | 13 |
| -1.28% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |
| -1.22% | Jun 16, 2025 | 4 | Jun 23, 2025 | 4 | Jun 27, 2025 | 8 |
| -0.98% | Sep 5, 2024 | 2 | Sep 9, 2024 | 2 | Sep 11, 2024 | 4 |
| -0.83% | Sep 25, 2024 | 1 | Sep 26, 2024 | 2 | Sep 30, 2024 | 3 |
| -0.74% | Jul 2, 2025 | 2 | Jul 7, 2025 | 5 | Jul 14, 2025 | 7 |
| -0.73% | Aug 13, 2025 | 1 | Aug 14, 2025 | 3 | Aug 19, 2025 | 4 |
| -0.70% | Jun 29, 2021 | 10 | Jul 14, 2021 | 12 | Jul 30, 2021 | 22 |
| -0.67% | Jul 24, 2025 | 1 | Jul 25, 2025 | 6 | Aug 4, 2025 | 7 |
| -0.65% | Jul 30, 2021 | 1 | Aug 2, 2021 | 1 | Aug 3, 2021 | 2 |
| -0.61% | Jul 14, 2025 | 1 | Jul 15, 2025 | 1 | Jul 16, 2025 | 2 |
| -0.60% | Feb 5, 2025 | 2 | Feb 7, 2025 | 2 | Feb 11, 2025 | 4 |
| -0.53% | Jul 26, 2024 | 1 | Jul 29, 2024 | 1 | Jul 30, 2024 | 2 |
| -0.53% | Aug 29, 2025 | 2 | Sep 3, 2025 | 2 | Sep 5, 2025 | 4 |
| -0.46% | Aug 4, 2025 | 1 | Aug 5, 2025 | 3 | Aug 8, 2025 | 4 |
| -0.44% | Sep 19, 2024 | 1 | Sep 20, 2024 | 2 | Sep 24, 2024 | 3 |
| -0.41% | Jun 12, 2025 | 1 | Jun 13, 2025 | 1 | Jun 16, 2025 | 2 |