WIW vs. FSTZX
Compare and contrast key facts about Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX).
FSTZX is managed by Fidelity. It was launched on Jan 17, 2022.
Performance
WIW vs. FSTZX - Performance Comparison
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WIW vs. FSTZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 0.67% | 13.17% | 3.83% | 5.10% | -25.30% | 7.78% |
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 1.02% | 5.99% | 4.87% | 4.67% | -2.83% | 1.32% |
Returns By Period
In the year-to-date period, WIW achieves a 0.67% return, which is significantly lower than FSTZX's 1.02% return.
WIW
- 1D
- 1.20%
- 1M
- -2.15%
- YTD
- 0.67%
- 6M
- -0.63%
- 1Y
- 4.94%
- 3Y*
- 6.53%
- 5Y*
- 1.95%
- 10Y*
- 3.93%
FSTZX
- 1D
- 0.30%
- 1M
- -0.00%
- YTD
- 1.02%
- 6M
- 1.30%
- 1Y
- 3.95%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
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WIW vs. FSTZX - Expense Ratio Comparison
Return for Risk
WIW vs. FSTZX — Risk / Return Rank
WIW
FSTZX
WIW vs. FSTZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX). 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.
| WIW | FSTZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.05 | -1.44 |
Sortino ratioReturn per unit of downside risk | 0.87 | 3.11 | -2.24 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.45 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 4.22 | -2.98 |
Martin ratioReturn relative to average drawdown | 3.49 | 14.91 | -11.42 |
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
| WIW | FSTZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.05 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.14 | -0.83 |
Correlation
The correlation between WIW and FSTZX is 0.43, 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.
Dividends
WIW vs. FSTZX - Dividend Comparison
WIW's dividend yield for the trailing twelve months is around 8.87%, more than FSTZX's 3.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 8.87% | 8.68% | 8.78% | 10.38% | 11.81% | 6.93% | 3.20% | 3.74% | 4.26% | 3.70% | 3.61% | 3.91% |
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 3.98% | 4.02% | 2.78% | 2.54% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WIW vs. FSTZX - Drawdown Comparison
The maximum WIW drawdown since its inception was -29.49%, which is greater than FSTZX's maximum drawdown of -5.30%. Use the drawdown chart below to compare losses from any high point for WIW and FSTZX.
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Drawdown Indicators
| WIW | FSTZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.49% | -5.30% | -24.19% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -1.03% | -3.52% |
Max Drawdown (5Y)Largest decline over 5 years | -29.49% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -29.49% | — | — |
Current DrawdownCurrent decline from peak | -7.13% | -0.30% | -6.83% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -1.13% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 0.29% | +1.33% |
Volatility
WIW vs. FSTZX - Volatility Comparison
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a higher volatility of 2.37% compared to Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) at 0.58%. This indicates that WIW's price experiences larger fluctuations and is considered to be riskier than FSTZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIW | FSTZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 0.58% | +1.79% |
Volatility (6M)Calculated over the trailing 6-month period | 4.91% | 1.07% | +3.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 1.99% | +6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 2.83% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.01% | 2.83% | +7.18% |