Western Asset Adjustable Fund Market Value
| ARMZX Fund | USD 9.28 0.01 0.11% |
| Symbol | 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.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Western Asset on November 20, 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 | (0.34) | |||
| Maximum Drawdown | 0.4362 | |||
| Potential Upside | 0.1088 |
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 | 0.1086 | |||
| Jensen Alpha | 0.0091 | |||
| Total Risk Alpha | 0.0061 | |||
| Treynor Ratio | 0.5133 |
Western Asset February 18, 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 | 0.1086 | |||
| Market Risk Adjusted Performance | 0.5233 | |||
| Mean Deviation | 0.0439 | |||
| Coefficient Of Variation | 396.47 | |||
| Standard Deviation | 0.0783 | |||
| Variance | 0.0061 | |||
| Information Ratio | (0.34) | |||
| Jensen Alpha | 0.0091 | |||
| Total Risk Alpha | 0.0061 | |||
| Treynor Ratio | 0.5133 | |||
| Maximum Drawdown | 0.4362 | |||
| Potential Upside | 0.1088 | |||
| Skewness | 2.77 | |||
| Kurtosis | 9.24 |
Western Asset Adjustable Backtested Returns
At this stage we consider Western Mutual Fund to be very steady. Western Asset Adjustable shows Sharpe Ratio of 0.27, which attests that the fund had a 0.27 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Western Asset Adjustable, which you can use to evaluate the volatility of the fund. Please check out Western Asset's Market Risk Adjusted Performance of 0.5233, standard deviation of 0.0783, and Mean Deviation of 0.0439 to validate if the risk estimate we provide is consistent with the expected return of 0.0217%. The entity maintains a market beta of 0.019, 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.
Auto-correlation | 0.77 |
Good predictability
Western Asset Adjustable has good predictability. Overlapping area represents the amount of predictability between Western Asset time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 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 0.77 indicates that around 77.0% of current Western Asset price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.77 | |
| Spearman Rank Test | 0.99 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Also Currently Popular
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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