WDI vs. BLW
Compare and contrast key facts about Western Asset Diversified Income Fund (WDI) and BlackRock Limited Duration Income Trust (BLW).
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 BLW.
Correlation
The correlation between WDI and BLW is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WDI vs. BLW - Performance Comparison
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Key characteristics
WDI:
0.75
BLW:
1.07
WDI:
1.09
BLW:
1.47
WDI:
1.18
BLW:
1.25
WDI:
0.80
BLW:
1.15
WDI:
3.18
BLW:
6.53
WDI:
3.57%
BLW:
1.85%
WDI:
13.64%
BLW:
11.08%
WDI:
-32.45%
BLW:
-44.58%
WDI:
-3.80%
BLW:
-1.02%
Returns By Period
In the year-to-date period, WDI achieves a 4.11% return, which is significantly higher than BLW's 2.28% return.
WDI
4.11%
10.83%
-0.31%
10.57%
N/A
N/A
BLW
2.28%
7.46%
1.55%
12.03%
10.14%
6.86%
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Risk-Adjusted Performance
WDI vs. BLW — Risk-Adjusted Performance Rank
WDI
BLW
WDI vs. BLW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Diversified Income Fund (WDI) and BlackRock Limited Duration Income Trust (BLW). 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. BLW - Dividend Comparison
WDI's dividend yield for the trailing twelve months is around 12.52%, more than BLW's 9.63% 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% |
BLW BlackRock Limited Duration Income Trust | 9.63% | 9.39% | 8.63% | 8.26% | 6.99% | 7.39% | 6.27% | 7.14% | 6.24% | 9.68% | 8.26% | 8.24% |
Drawdowns
WDI vs. BLW - Drawdown Comparison
The maximum WDI drawdown since its inception was -32.45%, smaller than the maximum BLW drawdown of -44.58%. Use the drawdown chart below to compare losses from any high point for WDI and BLW. For additional features, visit the drawdowns tool.
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Volatility
WDI vs. BLW - Volatility Comparison
Western Asset Diversified Income Fund (WDI) has a higher volatility of 5.34% compared to BlackRock Limited Duration Income Trust (BLW) at 3.30%. This indicates that WDI's price experiences larger fluctuations and is considered to be riskier than BLW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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