Western Asset Financial Statements From 2010 to 2024
| WACPX Fund | USD 9.26 0.02 0.22% |
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 E Mutual Fund Five Year Return Analysis
Western Asset's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Western Asset Five Year Return | (1.23) % |
Most of Western Asset's fundamental indicators, such as Five Year 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 E is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Western Asset E has a Five Year Return of -1.2315%. This is 153.08% lower than that of the Franklin Templeton Investments family and significantly lower than that of the Intermediate Core-Plus Bond category. The five year return for all United States funds is notably higher than that of the company.
Western Asset E 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 E is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in annual yield among similar funds . The ratio of Price To Earning to Annual Yield for Western Asset E is about 6,080 . 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 invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80 percent of its net assets in debt and fixed income securities. Although the fund may invest in securities of any maturity, it will normally maintain a dollar-weighted average effective duration within 30 percent of the average duration of the domestic bond market as a whole as estimated by the funds subadvisers. The fund may invest up to 20 percent of its total assets in non-U.S. dollar denominated securities.
Also Currently Popular
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.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |