Western Asset Financials
| ARMZX Fund | USD 9.17 0.01 0.11% |
Western |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Western Asset Fund Summary
Western Asset competes with Pimco Short-term, Short-term Fund, Short Term, Short-term Fund, and Putnam Ultra. Under normal circumstances, the fund will invest its assets in debt obligations, other fixed income securities and related investments. It may invest in all types of U.S. dollar denominated short-term debt instruments, including bank obligations, commercial paper and asset-backed securities, mortgage-backed securities, U.S. government agency or instrumentality securities, corporate loans, corporate debt securities, structured instruments and repurchase agreements.Specialization | Ultrashort Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US52468A6082 |
| Business Address | Legg Mason Co, |
| Mutual Fund Family | Franklin Templeton Investments |
| Mutual Fund Category | Ultrashort Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Western Asset Key Financial Ratios
Western Financial Ratios 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 Adjustable is fourth largest fund in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 82.13 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.Western Asset Adjustable Systematic Risk
Western Asset's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Western Asset volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Western Asset Adjustable correlated with the market. If Beta is less than 0 Western Asset generally moves in the opposite direction as compared to the market. If Western Asset Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Western Asset Adjustable is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Western Asset is generally in the same direction as the market. If Beta > 1 Western Asset moves generally in the same direction as, but more than the movement of the benchmark.
Western Asset Thematic Clasifications
Western Asset Adjustable is part of Hybrid Mix Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in combination of stocks, bonds and money market instruments. Funds or Etfs that are made of portfolios of stocks, bonds, or cash instruments with different maturity horizons and characteristics
This theme covers Funds investing in combination of stocks, bonds and money market instruments. Funds or Etfs that are made of portfolios of stocks, bonds, or cash instruments with different maturity horizons and characteristics. Get More Thematic Ideas
Western Asset Adjustable is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Ultrashort Bond category is currently estimated at about 156 Billion. Western Asset adds roughly 444.97 Million in net asset claiming only tiny portion of Ultrashort Bond category.| Hybrid Mix Funds | View |
Western Asset January 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Western Asset help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Western Asset Adjustable. We use our internally-developed statistical techniques to arrive at the intrinsic value of Western Asset Adjustable based on widely used predictive technical indicators. In general, we focus on analyzing Western Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Western Asset's daily price indicators and compare them against related drivers.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 0.5472 | |||
| Value At Risk | (0.11) | |||
| Potential Upside | 0.1101 |
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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