WINC vs. ^GSPC
Compare and contrast key facts about Western Asset Short Duration Income ETF (WINC) and S&P 500 (^GSPC).
WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WINC or ^GSPC.
Correlation
The correlation between WINC and ^GSPC 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
WINC vs. ^GSPC - Performance Comparison
Key characteristics
WINC:
2.47
^GSPC:
1.90
WINC:
3.82
^GSPC:
2.54
WINC:
1.50
^GSPC:
1.35
WINC:
1.99
^GSPC:
2.87
WINC:
16.13
^GSPC:
11.84
WINC:
0.32%
^GSPC:
2.06%
WINC:
2.06%
^GSPC:
12.86%
WINC:
-17.36%
^GSPC:
-56.78%
WINC:
0.00%
^GSPC:
-2.30%
Returns By Period
In the year-to-date period, WINC achieves a 0.29% return, which is significantly lower than ^GSPC's 1.16% return.
WINC
0.29%
0.37%
2.58%
5.35%
2.07%
N/A
^GSPC
1.16%
-2.04%
6.47%
24.84%
12.36%
11.44%
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Risk-Adjusted Performance
WINC vs. ^GSPC — Risk-Adjusted Performance Rank
WINC
^GSPC
WINC vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Short Duration Income ETF (WINC) and S&P 500 (^GSPC). 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.
Drawdowns
WINC vs. ^GSPC - Drawdown Comparison
The maximum WINC drawdown since its inception was -17.36%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for WINC and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
WINC vs. ^GSPC - Volatility Comparison
The current volatility for Western Asset Short Duration Income ETF (WINC) is 0.66%, while S&P 500 (^GSPC) has a volatility of 4.97%. This indicates that WINC experiences smaller price fluctuations and is considered to be less risky than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.