Western Asset Adjustable Fund Net Income
| ARMZX Fund | USD 9.27 0.00 0.00% |
As of the 26th of January, Western Asset maintains the Variance of 0.0053, coefficient of variation of 402.04, and Mean Deviation of 0.0362. Western Asset Adjustable technical analysis makes it possible for you to employ past prices and volume data with the intention to determine a pattern that calculates the direction of the fund's future prices.
Western Asset's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Western Asset's valuation are provided below:Western Asset Adjustable does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Western |
Western Asset 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Western Asset's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Western Asset.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Western Asset on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Western Asset Adjustable or generate 0.0% return on investment in Western Asset over 90 days. Western Asset is related to or competes with Doubleline Emerging, Thornburg Strategic, XAI Octagon, Eventide Multi-asset, Eventide Multi-asset, Western Asset, and Allianzgi Convertible. Under normal circumstances, the fund will invest its assets in debt obligations, other fixed income securities and relat... More
Western Asset Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Western Asset's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Western Asset Adjustable upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.83) | |||
| Maximum Drawdown | 0.4359 | |||
| Potential Upside | 0.1085 |
Western Asset Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Western Asset's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Western Asset's standard deviation. In reality, there are many statistical measures that can use Western Asset historical prices to predict the future Western Asset's volatility.| Risk Adjusted Performance | 0.0916 | |||
| Total Risk Alpha | 0.0013 |
Western Asset January 26, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0916 | |||
| Mean Deviation | 0.0362 | |||
| Coefficient Of Variation | 402.04 | |||
| Standard Deviation | 0.0728 | |||
| Variance | 0.0053 | |||
| Information Ratio | (0.83) | |||
| Total Risk Alpha | 0.0013 | |||
| Maximum Drawdown | 0.4359 | |||
| Potential Upside | 0.1085 | |||
| Skewness | 3.6 | |||
| Kurtosis | 13.37 |
Western Asset Adjustable Backtested Returns
At this stage we consider Western Mutual Fund to be very steady. Western Asset Adjustable shows Sharpe Ratio of 0.26, which attests that the fund had a 0.26 % return per unit of risk over the last 3 months. We have found fifteen technical indicators for Western Asset Adjustable, which you can use to evaluate the volatility of the fund. Please check out Western Asset's Mean Deviation of 0.0362, variance of 0.0053, and Coefficient Of Variation of 402.04 to validate if the risk estimate we provide is consistent with the expected return of 0.0196%. The entity maintains a market beta of 0.0, which attests to not very significant fluctuations relative to the market. the returns on MARKET and Western Asset are completely uncorrelated.
Auto-correlation | 0.72 |
Good predictability
Western Asset Adjustable has good predictability. Overlapping area represents the amount of predictability between Western Asset time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Western Asset Adjustable price movement. The serial correlation of 0.72 indicates that around 72.0% of current Western Asset price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.72 | |
| Spearman Rank Test | 1.0 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Western Asset Adjustable reported net income of 0.0. This indicator is about the same for the Franklin Templeton Investments average (which is currently at 0.0) family and about the same as Ultrashort Bond (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Western Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Western Asset's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Western Asset could also be used in its relative valuation, which is a method of valuing Western Asset by comparing valuation metrics of similar companies.Western Asset is currently under evaluation in net income among similar funds.
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 the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 7.93 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.Fund Asset Allocation for Western Asset
The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.Asset allocation divides Western Asset's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Western Fundamentals
| Total Asset | 216.47 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 0.30 % | |||
| One Year Return | 4.99 % | |||
| Three Year Return | 5.67 % | |||
| Five Year Return | 3.29 % | |||
| Ten Year Return | 2.10 % | |||
| Net Asset | 419.5 M | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 10.56 % | |||
| Bond Positions Weight | 11.80 % |
About Western Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Western Asset Adjustable's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Western Asset using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Western Asset Adjustable based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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