Western Asset Short Term Fund Manager Performance Evaluation
| LWSTX Fund | USD 3.71 0.01 0.27% |
The entity maintains a market beta of 0.018, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Western Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Western Asset is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Western Asset Short Term are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Western Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreWestern |
Western Asset Relative Risk vs. Return Landscape
If you would invest 368.00 in Western Asset Short Term on October 28, 2025 and sell it today you would earn a total of 4.00 from holding Western Asset Short Term or generate 1.09% return on investment over 90 days. Western Asset Short Term is currently producing 0.0178% returns and takes up 0.1386% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Western, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Western Asset Current Valuation
Fairly Valued
Today
Please note that Western Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Western Asset Short maintains a prevalent Real Value of $3.72 per share. The last-minute price of the fund is $3.72. We determine the value of Western Asset Short from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Western Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Western Mutual Fund. However, Western Asset's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 3.72 | Real 3.72 | Hype 3.72 | Naive 3.71 |
The intrinsic value of Western Asset's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Western Asset's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Western Asset Short Term helps investors to forecast how Western mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Western Asset more accurately as focusing exclusively on Western Asset's fundamentals will not take into account other important factors: Western Asset Target Price Odds to finish over Current Price
The tendency of Western Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 3.72 | 90 days | 3.72 | about 7.8 |
Based on a normal probability distribution, the odds of Western Asset to move above the current price in 90 days from now is about 7.8 (This Western Asset Short Term probability density function shows the probability of Western Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Western Asset has a beta of 0.018. This indicates as returns on the market go up, Western Asset average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Western Asset Short Term will be expected to be much smaller as well. Additionally Western Asset Short Term has an alpha of 0.0065, implying that it can generate a 0.006539 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Western Asset Price Density |
| Price |
Predictive Modules for Western Asset
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Western Asset Short. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Western Asset's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Western Asset Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Western Asset is not an exception. The market had few large corrections towards the Western Asset's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Western Asset Short Term, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Western Asset within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.02 | |
σ | Overall volatility | 0.01 | |
Ir | Information ratio | -0.46 |
Western Asset Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Western Asset for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Western Asset Short can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 12.52% of its assets in bonds |
Western Asset Fundamentals Growth
Western Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Western Asset, and Western Asset fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Western Mutual Fund performance.
| Total Asset | 823.94 M | |||
About Western Asset Performance
Evaluating Western Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Western Asset has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Western Asset has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its assets in investment grade fixed income securities. Western Asset is traded on NASDAQ Exchange in the United States.Things to note about Western Asset Short performance evaluation
Checking the ongoing alerts about Western Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Western Asset Short help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 12.52% of its assets in bonds |
- Analyzing Western Asset's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Western Asset's stock is overvalued or undervalued compared to its peers.
- Examining Western Asset's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Western Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Western Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Western Asset's mutual fund. These opinions can provide insight into Western Asset's potential for growth and whether the stock is currently undervalued or overvalued.
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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