WIW vs. TRBFX
Compare and contrast key facts about Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX).
TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006.
Performance
WIW vs. TRBFX - Performance Comparison
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WIW vs. TRBFX - 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% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 0.71% | 10.17% | 4.60% | 3.01% | -5.19% | 5.77% | 5.65% | 6.53% | 0.28% | 0.80% |
Returns By Period
In the year-to-date period, WIW achieves a 0.67% return, which is significantly lower than TRBFX's 0.71% return. Over the past 10 years, WIW has outperformed TRBFX with an annualized return of 3.93%, while TRBFX has yielded a comparatively lower 3.22% 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%
TRBFX
- 1D
- 0.21%
- 1M
- -0.42%
- YTD
- 0.71%
- 6M
- 4.30%
- 1Y
- 7.34%
- 3Y*
- 5.46%
- 5Y*
- 3.38%
- 10Y*
- 3.22%
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WIW vs. TRBFX - Expense Ratio Comparison
Return for Risk
WIW vs. TRBFX — Risk / Return Rank
WIW
TRBFX
WIW vs. TRBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX). 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 | TRBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 1.87 | -1.26 |
Sortino ratioReturn per unit of downside risk | 0.87 | 4.22 | -3.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.67 | -0.55 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 7.09 | -5.84 |
Martin ratioReturn relative to average drawdown | 3.49 | 22.76 | -19.27 |
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 | TRBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 1.87 | -1.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.69 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.39 | 0.83 | -0.44 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.82 | -0.50 |
Correlation
The correlation between WIW and TRBFX is 0.31, 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. TRBFX - Dividend Comparison
WIW's dividend yield for the trailing twelve months is around 8.87%, more than TRBFX's 8.46% 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% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 8.46% | 8.56% | 4.48% | 3.64% | 6.11% | 4.99% | 1.38% | 3.27% | 2.34% | 1.61% | 1.10% | 0.00% |
Drawdowns
WIW vs. TRBFX - Drawdown Comparison
The maximum WIW drawdown since its inception was -29.49%, which is greater than TRBFX's maximum drawdown of -7.33%. Use the drawdown chart below to compare losses from any high point for WIW and TRBFX.
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Drawdown Indicators
| WIW | TRBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.49% | -7.33% | -22.16% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -1.24% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -29.49% | -7.33% | -22.16% |
Max Drawdown (10Y)Largest decline over 10 years | -29.49% | -7.33% | -22.16% |
Current DrawdownCurrent decline from peak | -7.13% | -0.63% | -6.50% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -1.34% | -6.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 0.39% | +1.23% |
Volatility
WIW vs. TRBFX - Volatility Comparison
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a higher volatility of 2.37% compared to T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) at 0.86%. This indicates that WIW's price experiences larger fluctuations and is considered to be riskier than TRBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIW | TRBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 0.86% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 4.91% | 3.52% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.12% | 4.26% | +3.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.27% | 4.97% | +5.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.01% | 3.89% | +6.12% |