Western Asset Financial Statements From 2010 to 2024
| LWSTX Fund | USD 3.68 0.01 0.27% |
Check Western Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Western Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . Western financial statements analysis is a perfect complement when working with Western Asset Valuation or Volatility modules.
Western |
Western Asset Short Term Mutual Fund Year To Date Return Analysis
Western Asset's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Western Asset Year To Date Return | 4.85 % |
Most of Western Asset's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Western Asset Short Term is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
Based on the company's disclosures, Western Asset Short Term has a Year To Date Return of 4.847%. This is much higher than that of the Legg Mason family and significantly higher than that of the Short-Term Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Western Asset Short Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.Western Asset Short Term is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about 3,231 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Western Asset's earnings, one of the primary drivers of an investment's value.About Western Asset Financial Statements
Western Asset investors use historical fundamental indicators, such as Western Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Western Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in investment grade fixed income securities. Securities in which the fund invests include corporate debt securities, bank obligations, mortgage- and asset-backed securities and securities issued by the U.S. government and its agencies and instrumentalities. It may invest up to 25 percent of its assets in U.S. dollar denominated securities of non-U.S. issuers. The adviser may also engage in a variety of transactions using derivatives in order to change the investment characteristics of its portfolio and for other purposes.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Western Mutual Fund
Western Asset financial ratios help investors to determine whether Western Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Western with respect to the benefits of owning Western Asset security.
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