WIW vs. VTIPX
Compare and contrast key facts about Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012.
Performance
WIW vs. VTIPX - Performance Comparison
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WIW vs. VTIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 0.90% | 13.17% | 3.83% | 5.10% | -25.30% | 17.66% | 11.46% | 18.27% | -7.57% | 6.46% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 0.97% | 5.96% | 4.65% | 4.51% | -2.93% | 5.21% | 4.85% | 4.74% | 0.49% | 0.72% |
Returns By Period
In the year-to-date period, WIW achieves a 0.90% return, which is significantly lower than VTIPX's 0.97% return. Over the past 10 years, WIW has outperformed VTIPX with an annualized return of 3.95%, while VTIPX has yielded a comparatively lower 2.97% annualized return.
WIW
- 1D
- 0.24%
- 1M
- -1.80%
- YTD
- 0.90%
- 6M
- -0.84%
- 1Y
- 5.19%
- 3Y*
- 6.61%
- 5Y*
- 1.99%
- 10Y*
- 3.95%
VTIPX
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 0.97%
- 6M
- 1.21%
- 1Y
- 3.80%
- 3Y*
- 4.59%
- 5Y*
- 3.39%
- 10Y*
- 2.97%
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WIW vs. VTIPX - Expense Ratio Comparison
Return for Risk
WIW vs. VTIPX — Risk / Return Rank
WIW
VTIPX
WIW vs. VTIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX). 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 | VTIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 2.12 | -1.48 |
Sortino ratioReturn per unit of downside risk | 0.91 | 3.18 | -2.27 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.45 | -0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.14 | 4.17 | -3.03 |
Martin ratioReturn relative to average drawdown | 3.19 | 13.40 | -10.22 |
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 | VTIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 2.12 | -1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 1.28 | -1.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 1.34 | -0.95 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 1.01 | -0.69 |
Correlation
The correlation between WIW and VTIPX is 0.38, 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. VTIPX - Dividend Comparison
WIW's dividend yield for the trailing twelve months is around 8.84%, more than VTIPX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WIW Western Asset Inflation-Linked Opportunities & Income Fund | 8.84% | 8.68% | 8.78% | 10.38% | 11.81% | 6.93% | 3.20% | 3.74% | 4.26% | 3.70% | 3.61% | 3.91% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 3.50% | 3.70% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.37% | 1.50% | 0.55% | 0.00% |
Drawdowns
WIW vs. VTIPX - Drawdown Comparison
The maximum WIW drawdown since its inception was -29.49%, which is greater than VTIPX's maximum drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for WIW and VTIPX.
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Drawdown Indicators
| WIW | VTIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.49% | -5.36% | -24.13% |
Max Drawdown (1Y)Largest decline over 1 year | -4.55% | -0.95% | -3.60% |
Max Drawdown (5Y)Largest decline over 5 years | -29.49% | -5.36% | -24.13% |
Max Drawdown (10Y)Largest decline over 10 years | -29.49% | -5.36% | -24.13% |
Current DrawdownCurrent decline from peak | -6.91% | -0.28% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -7.99% | -1.13% | -6.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 0.30% | +1.33% |
Volatility
WIW vs. VTIPX - Volatility Comparison
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) has a higher volatility of 2.27% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) at 0.62%. This indicates that WIW's price experiences larger fluctuations and is considered to be riskier than VTIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WIW | VTIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.27% | 0.62% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 4.91% | 0.96% | +3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.09% | 1.81% | +6.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.26% | 2.66% | +7.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.01% | 2.22% | +7.79% |