WDI vs. BHK
Compare and contrast key facts about Western Asset Diversified Income Fund (WDI) and BlackRock Core Bond Trust (BHK).
WDI is managed by Franklin Templeton. It was launched on Jun 24, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WDI or BHK.
Correlation
The correlation between WDI and BHK is 0.25, 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.
Performance
WDI vs. BHK - Performance Comparison
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Key characteristics
WDI:
0.75
BHK:
0.67
WDI:
1.09
BHK:
0.85
WDI:
1.18
BHK:
1.12
WDI:
0.80
BHK:
0.32
WDI:
3.18
BHK:
1.22
WDI:
3.57%
BHK:
6.59%
WDI:
13.64%
BHK:
13.24%
WDI:
-32.45%
BHK:
-39.87%
WDI:
-3.80%
BHK:
-18.74%
Returns By Period
In the year-to-date period, WDI achieves a 4.11% return, which is significantly higher than BHK's 3.12% return.
WDI
4.11%
10.83%
-0.31%
10.57%
N/A
N/A
BHK
3.12%
5.79%
-5.26%
8.90%
0.44%
4.27%
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Risk-Adjusted Performance
WDI vs. BHK — Risk-Adjusted Performance Rank
WDI
BHK
WDI vs. BHK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Diversified Income Fund (WDI) and BlackRock Core Bond Trust (BHK). 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.
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Dividends
WDI vs. BHK - Dividend Comparison
WDI's dividend yield for the trailing twelve months is around 12.52%, more than BHK's 8.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WDI Western Asset Diversified Income Fund | 12.52% | 12.36% | 11.45% | 11.40% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BHK BlackRock Core Bond Trust | 8.54% | 8.56% | 8.21% | 7.91% | 5.91% | 5.06% | 5.32% | 6.39% | 5.56% | 6.23% | 7.03% | 8.15% |
Drawdowns
WDI vs. BHK - Drawdown Comparison
The maximum WDI drawdown since its inception was -32.45%, smaller than the maximum BHK drawdown of -39.87%. Use the drawdown chart below to compare losses from any high point for WDI and BHK. For additional features, visit the drawdowns tool.
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Volatility
WDI vs. BHK - Volatility Comparison
Western Asset Diversified Income Fund (WDI) has a higher volatility of 5.34% compared to BlackRock Core Bond Trust (BHK) at 4.30%. This indicates that WDI's price experiences larger fluctuations and is considered to be riskier than BHK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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