WIW vs. SEIAX
Compare and contrast key facts about Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX).
SEIAX is managed by SEI. It was launched on Jul 28, 2011.
Performance
WIW vs. SEIAX - Performance Comparison
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WIW vs. SEIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 0.67% | 13.17% | 3.83% | 5.10% | -25.30% | 17.66% | 11.46% | 18.27% | -7.57% | 6.46% |
SEIAX SEI Institutional Investments Trust Multi-Asset Real Return Fund | 9.31% | 8.50% | 4.74% | -1.01% | 9.20% | 11.41% | -0.51% | 6.33% | -2.93% | -1.12% |
Returns By Period
In the year-to-date period, WIW achieves a 0.67% return, which is significantly lower than SEIAX's 9.31% return. Over the past 10 years, WIW has underperformed SEIAX with an annualized return of 3.93%, while SEIAX has yielded a comparatively higher 4.66% annualized 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%
SEIAX
- 1D
- 0.50%
- 1M
- 2.66%
- YTD
- 9.31%
- 6M
- 11.32%
- 1Y
- 11.62%
- 3Y*
- 7.82%
- 5Y*
- 7.61%
- 10Y*
- 4.66%
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WIW vs. SEIAX - Expense Ratio Comparison
Return for Risk
WIW vs. SEIAX — Risk / Return Rank
WIW
SEIAX
WIW vs. SEIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX). 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 | SEIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 2.32 | -1.70 |
Sortino ratioReturn per unit of downside risk | 0.87 | 3.28 | -2.40 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.46 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 4.07 | -2.82 |
Martin ratioReturn relative to average drawdown | 3.49 | 11.09 | -7.60 |
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 | SEIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 2.32 | -1.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 1.38 | -1.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.90 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.48 | -0.16 |
Correlation
The correlation between WIW and SEIAX is 0.20, 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
WIW vs. SEIAX - Dividend Comparison
WIW's dividend yield for the trailing twelve months is around 8.87%, more than SEIAX's 2.69% 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% |
SEIAX SEI Institutional Investments Trust Multi-Asset Real Return Fund | 2.69% | 2.94% | 5.16% | 3.77% | 13.78% | 10.42% | 2.34% | 2.13% | 3.63% | 1.57% | 1.73% | 1.01% |
Drawdowns
WIW vs. SEIAX - Drawdown Comparison
The maximum WIW drawdown since its inception was -29.49%, which is greater than SEIAX's maximum drawdown of -20.97%. Use the drawdown chart below to compare losses from any high point for WIW and SEIAX.
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Drawdown Indicators
| WIW | SEIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.49% | -20.97% | -8.52% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -2.95% | -1.60% |
Max Drawdown (5Y)Largest decline over 5 years | -29.49% | -7.67% | -21.82% |
Max Drawdown (10Y)Largest decline over 10 years | -29.49% | -13.20% | -16.29% |
Current DrawdownCurrent decline from peak | -7.13% | 0.00% | -7.13% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -7.17% | -0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 1.13% | +0.49% |
Volatility
WIW vs. SEIAX - Volatility Comparison
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a higher volatility of 2.37% compared to SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) at 2.09%. This indicates that WIW's price experiences larger fluctuations and is considered to be riskier than SEIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIW | SEIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 2.09% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 4.91% | 3.92% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 5.24% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 5.53% | +4.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.01% | 5.18% | +4.83% |