Western Asset Inflation-Linked Opportunities & Income Fund

Western Asset Inflation-Linked Opportunities & Income Fundverified

WIW

Price:

$8.76

Market Cap:

$535.97M

Western Asset/Claymore Inflation-Linked Opportunities & Income Fund is a closed-ended fixed income mutual fund launched and managed by Guggenheim Funds Investment Advisors, LLC. It is managed by Western Asset Management Company, Western Asset Management Company Limited, Western Asset Management Company Ltd., and Western Asset Management Company Pte. Ltd. The fund invests in fixed income markets across the globe. It primarily invests in investment grade inflation-linked securities with an average effective duration of between zero and 15 years. The fund benchmarks the performance of its portfolio against the Barclays U.S. Government Inflation-Linked 1-10 Year Index and the Barclays U.S. Gover...[Read more]

Industry

Asset Management - Income

IPO Date

2004-02-25

Stock Exchange

NYSE

Ticker

WIW

The ROE as of December 2025 (TTM) for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is 3.65%

According to Western Asset Inflation-Linked Opportunities & Income Fund’s latest financial reports and current stock price. The company's current ROE is 3.65%. This represents a change of 106.28% compared to the average of 1.77% of the last 4 quarters.

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) Historical ROE (quarterly & annually)

How has WIW ROE performed in the past?

The mean historical ROE of Western Asset Inflation-Linked Opportunities & Income Fund over the last ten years is 2.01%. The current 3.65% ROE has changed 80.97% with respect to the historical average. Over the past ten years (40 quarters), WIW's ROE was at its highest in in the November 2020 quarter at 10.73%. The ROE was at its lowest in in the November 2022 quarter at -9.49%.

Quarterly (TTM)
Annual

Average

2.01%

Median

5.53%

Minimum

-20.25%

Maximum

9.61%

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) ROE by Quarter and Year

Discovering the peaks and valleys of Western Asset Inflation-Linked Opportunities & Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 3.35%

Maximum Annual ROE = 9.61%

Minimum Annual Increase = -502.86%

Minimum Annual ROE = -20.25%

Quarterly (TTM)
Annual
YearROEChange
20245.95%3.35%
20230.17%-100.85%
2022-20.25%-316.56%
20219.35%-2.72%
20209.61%0.74%
20199.54%-502.86%
2018-2.37%-136.25%
20176.54%28.12%
20165.10%-245.94%
2015-3.50%-405.38%

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) Average ROE

How has WIW ROE performed in the past?

The current ROE of Western Asset Inflation-Linked Opportunities & Income Fund (WIW) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-4.71%

5-year avg

0.97%

10-year avg

2.01%

Western Asset Inflation-Linked Opportunities & Income Fund (WIW) ROE vs. Peers

How is WIW’s ROE compared to its peers?

Western Asset Inflation-Linked Opportunities & Income Fund’s ROE is less than Nuveen New Jersey Quality Municipal Income Fund (0.66%), less than Calamos Dynamic Convertible and Income Fund (6.30%), greater than SA U.S. Value Fund (0%), less than Virtus Convertible & Income Fund (14.63%), less than Western Asset Inflation-Linked Income Fund (5.06%), less than Nuveen Dow 30 Dynamic Overwrite Fund (8.61%), less than Calamos Global Dynamic Income Fund (8.01%), less than Blackstone/GSO Strategic Credit Fund (8.04%), greater than Nationwide Mid Cap Market Index Fund (0%), less than Nuveen Taxable Municipal Income Fund (4.68%),

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Frequently asked questions❓

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How does the current ROE for Western Asset Inflation-Linked Opportunities & Income Fund (WIW) compare to its historical average?