Western Asset Municipal Fund Five Year Return
MHF Fund | USD 7.08 0.03 0.43% |
Western Asset Municipal fundamentals help investors to digest information that contributes to Western Asset's financial success or failures. It also enables traders to predict the movement of Western Fund. The fundamental analysis module provides a way to measure Western Asset's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Western Asset fund.
Western |
Western Asset Municipal 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 | 1.68 % |
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 Municipal 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 Municipal has a Five Year Return of 1.6828%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The five year return for all United States funds is notably lower than that of the firm.
Western Five Year Return 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 Five Year Return to detect undervalued stocks with similar characteristics or determine the 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 five year return among similar funds.
Western Fundamentals
Return On Equity | -7.11 | ||||
Return On Asset | 1.92 | ||||
Profit Margin | (183.14) % | ||||
Operating Margin | 81.31 % | ||||
Current Valuation | 134.2 M | ||||
Shares Outstanding | 21.64 M | ||||
Shares Owned By Institutions | 18.06 % | ||||
Number Of Shares Shorted | 15.9 K | ||||
Price To Earning | 62.26 X | ||||
Price To Book | 0.84 X | ||||
Price To Sales | 22.07 X | ||||
Revenue | 6.47 M | ||||
Gross Profit | 6.77 M | ||||
Net Income | (11.86 M) | ||||
Total Debt | 1.3 M | ||||
Debt To Equity | 0.01 % | ||||
Current Ratio | 1.11 X | ||||
Book Value Per Share | 7.86 X | ||||
Short Ratio | 0.32 X | ||||
Earnings Per Share | 0.11 X | ||||
Number Of Employees | 17 | ||||
Beta | 0.31 | ||||
Market Capitalization | 146.15 M | ||||
Annual Yield | 0.01 % | ||||
Year To Date Return | 3.06 % | ||||
One Year Return | 7.45 % | ||||
Three Year Return | 0.41 % | ||||
Five Year Return | 1.68 % | ||||
Last Dividend Paid | 0.24 |
About Western Asset Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Western Asset Municipal'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 Municipal based on its fundamental data. In general, a quantitative approach, as applied to this 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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Other Information on Investing in Western Fund
Western Asset financial ratios help investors to determine whether Western 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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