Western Assets Global Fund Manager Performance Evaluation
| XEHIX Fund | USD 6.72 0.01 0.15% |
The entity maintains a market beta of -0.0635, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Western Assets are expected to decrease at a much lower rate. During the bear market, Western Assets is likely to outperform the market.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Western Assets Global has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Western Assets is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Western |
Western Assets Relative Risk vs. Return Landscape
If you would invest 680.00 in Western Assets Global on November 1, 2025 and sell it today you would lose (8.00) from holding Western Assets Global or give up 1.18% of portfolio value over 90 days. Western Assets Global is currently producing negative expected returns and takes up 0.2702% volatility of returns over 90 trading days. Put another way, 2% 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 Assets 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 |
| 6.72 | 90 days | 6.72 | about 79.32 |
Based on a normal probability distribution, the odds of Western Assets to move above the current price in 90 days from now is about 79.32 (This Western Assets Global 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 Assets Global has a beta of -0.0635. This entails as returns on the benchmark increase, returns on holding Western Assets are expected to decrease at a much lower rate. During a bear market, however, Western Assets Global is likely to outperform the market. Additionally Western Assets Global has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Western Assets Price Density |
| Price |
Predictive Modules for Western Assets
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 Assets Global. 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.Western Assets Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Western Assets is not an exception. The market had few large corrections towards the Western Assets' 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 Assets Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Western Assets within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.04 | |
β | Beta against Dow Jones | -0.06 | |
σ | Overall volatility | 0.04 | |
Ir | Information ratio | -0.32 |
Western Assets 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 Assets for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Western Assets Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Western Assets generated a negative expected return over the last 90 days |
Western Assets Fundamentals Growth
Western Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Western Assets, and Western Assets 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.
About Western Assets Performance
Evaluating Western Assets' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Western Assets 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 Assets 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.
Western Assets is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Western Assets Global performance evaluation
Checking the ongoing alerts about Western Assets for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Western Assets Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Western Assets generated a negative expected return over the last 90 days |
- Analyzing Western Assets' 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 Assets' stock is overvalued or undervalued compared to its peers.
- Examining Western Assets' 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 Assets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Western Assets' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Western Assets' mutual fund. These opinions can provide insight into Western Assets' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Western Mutual Fund
Western Assets 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 Assets security.
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