EMD vs. SHRAX
Compare and contrast key facts about Western Asset Emerging Markets Debt Fund Inc (EMD) and ClearBridge Aggressive Growth Fund (SHRAX).
EMD is managed by Franklin Templeton. It was launched on Jan 1, 2004. SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983.
Performance
EMD vs. SHRAX - Performance Comparison
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EMD vs. SHRAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EMD Western Asset Emerging Markets Debt Fund Inc | -5.14% | 23.41% | 16.23% | 12.23% | -20.78% | -0.32% | 7.03% | 26.62% | -13.70% | 14.29% |
SHRAX ClearBridge Aggressive Growth Fund | -10.22% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
Returns By Period
In the year-to-date period, EMD achieves a -5.14% return, which is significantly higher than SHRAX's -10.22% return. Over the past 10 years, EMD has underperformed SHRAX with an annualized return of 5.88%, while SHRAX has yielded a comparatively higher 6.76% annualized return.
EMD
- 1D
- 2.08%
- 1M
- -10.21%
- YTD
- -5.14%
- 6M
- 0.38%
- 1Y
- 10.85%
- 3Y*
- 16.45%
- 5Y*
- 4.01%
- 10Y*
- 5.88%
SHRAX
- 1D
- -0.61%
- 1M
- -10.28%
- YTD
- -10.22%
- 6M
- -11.78%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 1.40%
- 10Y*
- 6.76%
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EMD vs. SHRAX - Expense Ratio Comparison
EMD has a 0.02% expense ratio, which is lower than SHRAX's 1.11% expense ratio.
Return for Risk
EMD vs. SHRAX — Risk / Return Rank
EMD
SHRAX
EMD vs. SHRAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Emerging Markets Debt Fund Inc (EMD) and ClearBridge Aggressive Growth Fund (SHRAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EMD | SHRAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 0.45 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.80 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.11 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.53 | +0.35 |
Martin ratioReturn relative to average drawdown | 3.35 | 1.70 | +1.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EMD | SHRAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 0.45 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.07 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.33 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.44 | -0.10 |
Correlation
The correlation between EMD and SHRAX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
EMD vs. SHRAX - Dividend Comparison
EMD's dividend yield for the trailing twelve months is around 11.51%, less than SHRAX's 24.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EMD Western Asset Emerging Markets Debt Fund Inc | 11.51% | 10.44% | 10.57% | 9.97% | 11.09% | 8.44% | 8.45% | 8.41% | 9.76% | 7.78% | 9.99% | 9.54% |
SHRAX ClearBridge Aggressive Growth Fund | 24.81% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
Drawdowns
EMD vs. SHRAX - Drawdown Comparison
The maximum EMD drawdown since its inception was -48.26%, smaller than the maximum SHRAX drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for EMD and SHRAX.
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Drawdown Indicators
| EMD | SHRAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.26% | -57.26% | +9.00% |
Max Drawdown (1Y)Largest decline over 1 year | -13.33% | -14.59% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -40.43% | -33.77% | -6.66% |
Max Drawdown (10Y)Largest decline over 10 years | -46.44% | -33.77% | -12.67% |
Current DrawdownCurrent decline from peak | -11.53% | -14.59% | +3.06% |
Average DrawdownAverage peak-to-trough decline | -8.83% | -11.29% | +2.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.51% | 4.56% | -1.05% |
Volatility
EMD vs. SHRAX - Volatility Comparison
Western Asset Emerging Markets Debt Fund Inc (EMD) and ClearBridge Aggressive Growth Fund (SHRAX) have volatilities of 6.05% and 5.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EMD | SHRAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.05% | 5.92% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 9.65% | 13.22% | -3.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 22.89% | -8.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.24% | 20.79% | -4.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.29% | 20.82% | -2.53% |