Dividend FundBack to Armchair past picks
Armchair Insider

WDI Western Asset Diversified Income Fund

Sold after the discount disappeared to fund other opportunities.

Armchair historySoldJun 22, 2025

Date of the newsletter disclosure. Latest-year investment returns are separate from Armchair’s own trading results.

Hypothetical investment

Growth of $10,000

Dividends reinvested · no additional contributions

WDI would be worth$10,9745-year growth · as of Sep 21, 2026
S&P 500 (SPY)$19,072Same $10,000 · same dates
Total gain / loss+$974+9.7% total return
WDIS&P 500 (SPY)
Sep 21, 2021 · $10,000 investedSep 21, 2026

Based on adjusted market prices through the latest available completed session, before personal taxes and trading costs.

Checking the latest completed session…

Market performance

Total return

Price movement plus reinvested distributions, compared with SPY.

+9.7% over 5 years
1 YEAR TOTAL RETURN-8.3%
Price-19.4%
Dividend+11.1%

Net loss; shares not shown.

Available history
5 YEARS TOTAL RETURN+9.7%+1.9% / yr annualized
Price-393% of return-38.2%
Dividend493% of return+48.0%
Available history

Dividend includes all distributions and reinvestment.

Sep 21, 2021Sep 21, 2026
Total return+9.74%
S&P 500 (SPY)+90.72%
Annualized return+1.88%
Largest drawdown-31.80%

Original Armchair disclosure

Sold · Jun 22, 2025. Sold after the discount disappeared to fund other opportunities.

Read the newsletter

Compare all past picks →