Western Asset Diversified Income Fund (WDI) Total Return Calculator
$10,000 since Jun 2021, with and without reinvesting · data through Oct 2026
Since Jun 2021, $10,000 became $10,613 reinvested (1.1% a year), or $10,142 taking the dividends as cash, $4,345 of it paid out along the way.
WDI became
$10,613
S&P 500: $18,936
Return a year
1.1%
S&P 500: 12.7%
Payouts reinvested
$5,896
bought more shares
Worst drop
-31.2%
S&P 500: -23.9%
$10,000, Jun 2021 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | WDI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | −7.0% | $1,160 | +11.7% |
| 2025 | +10.6% | $1,490 | +17.7% |
| 2024 | +14.0% | $1,203 | +24.9% |
| 2023 | +25.0% | $967 | +26.2% |
| 2022 | −23.3% | $783 | −18.2% |
| 2021 (part) | −5.7% | $292 | +11.7% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: WDI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Western Asset Diversified Income Fund (WDI) at the end of Jun 2021, with dividends reinvested, was worth $10,613 at the end of Oct 2026: 1.1% a year, against $18,936 (12.7% a year) in the S&P 500.
- Over the 5 years to Oct 2026, WDI returned 1.9% a year with dividends reinvested (S&P 500: 12.0%).
- Taking WDI's dividends as cash instead of reinvesting them, the same $10,000 ended at $10,142, including $4,345 of cash received; reinvesting added $471.
- WDI's best calendar year in that time was 2023 (25.0%) and its worst 2022 (-23.3%), with dividends reinvested.
Cite this page
SmarterDividends, "Western Asset Diversified Income Fund (WDI) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/WDI/total-return
WDI total return questions
What is WDI's total return since Jun 2021?
6% in total, or 1.1% a year, through Oct 2026 with dividends reinvested. The share price alone fell 42%.
How much of WDI's return came from dividends?
About 100% of its yearly return since Jun 2021. Reinvesting them, rather than taking cash, left you $471 better off on a $10,000 start.
What was WDI's worst year?
2022, at -23.3% with dividends reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -31.2%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.