Western Asset's market value is the price at which a share of Western Asset trades on a public exchange. It measures the collective expectations of Western Asset Intermediate Term investors about its performance. Western Asset is trading at 6.18 as of the 28th of February 2026; that is 0.16 percent increase since the beginning of the trading day. The fund's open price was 6.17. With this module, you can estimate the performance of a buy and hold strategy of Western Asset Intermediate Term and determine expected loss or profit from investing in Western Asset over a given investment horizon. Check out Western Asset Correlation, Western Asset Volatility and Western Asset Performance module to complement your research on Western Asset.
Please note, there is a significant difference between Western Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Western Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. Meanwhile, Western Asset's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
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.
0.00
11/30/2025
No Change 0.00
0.0
In 2 months and 31 days
02/28/2026
0.00
If you would invest 0.00 in Western Asset on November 30, 2025 and sell it all today you would earn a total of 0.00 from holding Western Asset Intermediate Term or generate 0.0% return on investment in Western Asset over 90 days. Western Asset is related to or competes with Clearbridge Aggressive, Clearbridge Small, Qs International, Clearbridge Appreciation, Legg Mason, Western Asset, and Western Asset. The fund normally invests at least 80 percent of its assets in municipal securities 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 Intermediate Term upside and downside potential and time the market with a certain degree of confidence.
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.
At this stage we consider Western Mutual Fund to be very steady. Western Asset Interm shows Sharpe Ratio of 0.34, which attests that the fund had a 0.34 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Western Asset Interm, which you can use to evaluate the volatility of the fund. Please check out Western Asset's Standard Deviation of 0.092, mean deviation of 0.0648, and Market Risk Adjusted Performance of (8.23) to validate if the risk estimate we provide is consistent with the expected return of 0.0322%. The entity maintains a market beta of -0.0027, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Western Asset are expected to decrease at a much lower rate. During the bear market, Western Asset is likely to outperform the market.
Auto-correlation
0.78
Good predictability
Western Asset Intermediate Term has good predictability. Overlapping area represents the amount of predictability between Western Asset time series from 30th of November 2025 to 14th of January 2026 and 14th of January 2026 to 28th 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 Interm price movement. The serial correlation of 0.78 indicates that around 78.0% of current Western Asset price fluctuation can be explain by its past prices.
Correlation Coefficient
0.78
Spearman Rank Test
0.89
Residual Average
0.0
Price Variance
0.0
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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.