Finnhub
Western Asset Diversified Income Fund today announced the financial position of the Fund as of March 31, 2025.Current QPrevious QPrior Yr QMarch 31, 2025...
SeekingAlpha
YYY offers a high 12.8% yield through a fund-of-funds model but lags in long-term returns and efficiency. Read why YYY ETF is a sell.
SeekingAlpha
Western Asset Diversified Income Fundâs exposure to securitized credit was also a contributor to returns. Read more here.
SeekingAlpha
WDI offers a 12% yield, monthly dividends, and risk-hedged strategies to thrive in volatile markets. Click here to find out why WDI is a Buy.
SeekingAlpha
Western Asset Diversified Income Fund Q4 2024 Review
SeekingAlpha
The equal-weighted S&P 500, as measured by the Invesco ETF RSP, held up reasonably well. Click here to read more about my CEF portfolio.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| GALT | 0.20% | $80.87M | -60.37% | 0.00% |
| CYCN | 0.35% | $9.76M | +6.67% | 0.00% |
| AGL | 0.41% | $1.01B | -54.71% | 0.00% |
| MVO | 0.44% | $67.05M | -38.57% | 21.53% |
| DG | 0.47% | $20.58B | -34.18% | 2.50% |
| FIZZ | 0.55% | $4.20B | +2.58% | 0.00% |
| HAIN | 0.56% | $177.80M | -73.31% | 0.00% |
| QXO | -0.88% | $8.71B | -83.64% | 0.00% |
| VHC | 1.09% | $35.69M | +82.65% | 0.00% |
| GO | 1.45% | $1.39B | -36.72% | 0.00% |
| SRRK | 1.80% | $2.90B | +144.60% | 0.00% |
| SYPR | 1.92% | $38.61M | +25.37% | 0.00% |
| TLYS | 2.01% | $25.98M | -85.80% | 0.00% |
| PULM | 2.24% | $23.67M | +239.27% | 0.00% |
| SVV | 2.27% | $1.59B | -23.91% | 0.00% |
| CCRN | 2.33% | $458.64M | -3.98% | 0.00% |
| GME | 2.49% | $12.73B | +28.10% | 0.00% |
| SEG | -2.73% | $235.36M | -28.01% | 0.00% |
| LITB | 3.64% | $21.74M | -71.95% | 0.00% |
| CBOE | 3.80% | $23.14B | +20.40% | 1.10% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| NMAI | 68.12% | - | - | 13.62% |
| PFLT | 66.29% | - | - | 12.14% |
| FDUS | 64.15% | - | - | 8.58% |
| NMFC | 63.90% | - | - | 12.41% |
| GLAD | 63.71% | - | - | 7.37% |
| AGNC | 62.47% | $9.37B | -7.27% | 15.83% |
| ARCC | 62.28% | $15.07B | - | 8.80% |
| RITM | 62.26% | $6.19B | +1.74% | 8.59% |
| CSWC | 61.87% | $1.08B | -17.64% | 10.96% |
| TSLX | 60.78% | - | - | 8.90% |
| OBDC | 60.46% | $7.52B | -9.30% | 10.14% |
| SPGI | 60.37% | $160.24B | +18.24% | 0.71% |
| FSK | 60.09% | - | - | 12.22% |
| JHG | 60.07% | $6.10B | +12.63% | 4.10% |
| NLY | 59.95% | $12.02B | -2.36% | 13.45% |
| BNT | 59.72% | $11.99B | +33.97% | 0.00% |
| ORC | 59.15% | $764.85M | -17.59% | 20.30% |
| MCO | 58.64% | $87.95B | +18.11% | 0.91% |
| MFIC | 58.57% | - | - | 11.88% |
| BCSF | 58.32% | $1.02B | -3.89% | 10.76% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| VRCA | -17.47% | $61.26M | -92.36% | 0.00% |
| NEOG | -13.16% | $1.43B | -51.18% | 0.00% |
| STTK | -8.63% | $52.69M | -86.10% | 0.00% |
| BTCT | -8.27% | $25.93M | +92.53% | 0.00% |
| K | -5.54% | $28.55B | +33.69% | 2.75% |
| ASPS | -4.43% | $70.77M | -55.36% | 0.00% |
| SEG | -2.73% | $235.36M | -28.01% | 0.00% |
| QXO | -0.88% | $8.71B | -83.64% | 0.00% |
| GALT | 0.20% | $80.87M | -60.37% | 0.00% |
| CYCN | 0.35% | $9.76M | +6.67% | 0.00% |
| AGL | 0.41% | $1.01B | -54.71% | 0.00% |
| MVO | 0.44% | $67.05M | -38.57% | 21.53% |
| DG | 0.47% | $20.58B | -34.18% | 2.50% |
| FIZZ | 0.55% | $4.20B | +2.58% | 0.00% |
| HAIN | 0.56% | $177.80M | -73.31% | 0.00% |
| VHC | 1.09% | $35.69M | +82.65% | 0.00% |
| GO | 1.45% | $1.39B | -36.72% | 0.00% |
| SRRK | 1.80% | $2.90B | +144.60% | 0.00% |
| SYPR | 1.92% | $38.61M | +25.37% | 0.00% |
| TLYS | 2.01% | $25.98M | -85.80% | 0.00% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| TAIL | -59.49% | $140.64M | 0.59% |
| VIXY | -53.09% | $116.60M | 0.85% |
| BTAL | -32.62% | $361.71M | 1.43% |
| IVOL | -21.33% | $353.50M | 1.02% |
| FTSD | -18.88% | $212.61M | 0.25% |
| CLIP | -17.29% | $1.51B | 0.07% |
| XONE | -13.47% | $608.48M | 0.03% |
| USDU | -10.14% | $173.33M | 0.5% |
| TBLL | -9.56% | $2.38B | 0.08% |
| BILS | -8.89% | $3.95B | 0.1356% |
| GBIL | -6.71% | $6.16B | 0.12% |
| FXY | -6.48% | $850.17M | 0.4% |
| KCCA | -5.32% | $95.62M | 0.87% |
| SPTS | -4.75% | $5.74B | 0.03% |
| XHLF | -4.70% | $1.46B | 0.03% |
| VGSH | -4.14% | $22.36B | 0.03% |
| UTWO | -3.66% | $384.77M | 0.15% |
| UUP | -3.45% | $279.52M | 0.77% |
| SCHO | -1.66% | $10.84B | 0.03% |
| FXE | -1.58% | $516.25M | 0.4% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| XBIL | -0.09% | $778.12M | 0.15% |
| BSMW | -0.21% | $102.64M | 0.18% |
| BILZ | 0.78% | $901.37M | 0.14% |
| IBTG | -0.89% | $1.89B | 0.07% |
| IBTH | 1.46% | $1.53B | 0.07% |
| FXE | -1.58% | $516.25M | 0.4% |
| ULST | 1.60% | $632.05M | 0.2% |
| SCHO | -1.66% | $10.84B | 0.03% |
| IBTI | 2.46% | $1.00B | 0.07% |
| SHYM | 2.62% | $323.00M | 0.35% |
| IBTJ | 2.91% | $662.50M | 0.07% |
| CTA | 3.02% | $1.06B | 0.76% |
| UUP | -3.45% | $279.52M | 0.77% |
| UTWO | -3.66% | $384.77M | 0.15% |
| BWX | 3.82% | $1.42B | 0.35% |
| VGSH | -4.14% | $22.36B | 0.03% |
| SHY | 4.21% | $23.87B | 0.15% |
| XHLF | -4.70% | $1.46B | 0.03% |
| SPTS | -4.75% | $5.74B | 0.03% |
| GSST | 4.79% | $873.92M | 0.16% |
| Name | Correlation | AUM | Expense Ratio |
|---|---|---|---|
| YYY | 82.25% | $543.01M | 3.25% |
| PCEF | 78.65% | $794.49M | 3.07% |
| VPC | 74.26% | $55.64M | 9.86% |
| CEFS | 72.04% | $278.51M | 4.29% |
| BBHY | 71.11% | $410.52M | 0.07% |
| HNDL | 70.55% | $684.37M | 0.97% |
| SRLN | 70.45% | $6.79B | 0.7% |
| HYS | 69.86% | $1.37B | 0.56% |
| HYBL | 69.71% | $377.19M | 0.7% |
| HYDB | 69.55% | $1.62B | 0.35% |
| SJNK | 69.38% | $4.36B | 0.4% |
| FLHY | 69.22% | $626.33M | 0.4% |
| HYGV | 68.72% | $1.29B | 0.37% |
| FPEI | 68.46% | $1.56B | 0.85% |
| SCYB | 68.45% | $1.07B | 0.03% |
| FALN | 68.45% | $1.72B | 0.25% |
| MDIV | 68.43% | $454.12M | 0.75% |
| ANGL | 68.42% | $2.80B | 0.25% |
| SHYG | 67.93% | $6.18B | 0.3% |
| INCM | 67.92% | $618.07M | 0.38% |
Current Value
$14.451 Year Return
Current Value
$14.451 Year Return
