WDI - Western Asset Diversified Income Fund Q1 2025 Commentary
2025-05-05 13:11:00 ET
Summary
- Western Asset Diversified Income Fund’s exposure to securitized credit was also a contributor to returns.
- Both short- and long-term Treasury yields declined and the overall U.S. bond market, as measured by the Bloomberg U.S. Aggregate Index, returned 2.78% during the first quarter.
- Proposed tariffs and other policy changes from the new U.S. administration have created uncertainty and volatility in financial markets.
Performance Data
Average Annual Total Returns1 (%)
1 Mth |
3 Mths |
1 Year |
3 Year |
Since Inception (06/25/2021) |
Western Asset Diversified Income Fund (NAV Returns)a |
-1.79 |
1.13 |
6.23 |
3.42 |
1.89 |
Western Asset Diversified Income Fund (Market Price Return)a |
-2.68 |
4.49 |
12.62 |
7.98 |
1.90 |
Bloomberg U.S. Corporate High Yield - 2% Issuer Cap Index |
-1.02 |
1.00 |
7.69 |
4.98 |
3.09 |