Western Asset Adjustable Fund Manager Performance Evaluation
| ARMGX Fund | USD 9.09 0.00 0.00% |
The entity maintains a market beta of 0.0013, 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.
Risk-Adjusted Performance
22 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Western Asset Adjustable are ranked lower than 22 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Western Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.3900 |
Western |
Western Asset Relative Risk vs. Return Landscape
If you would invest 898.00 in Western Asset Adjustable on August 27, 2024 and sell it today you would earn a total of 11.00 from holding Western Asset Adjustable or generate 1.22% return on investment over 90 days. Western Asset Adjustable is currently producing 0.019% returns and takes up 0.0671% volatility of returns over 90 trading days. Put another way, 0% 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 Asset Current Valuation
Undervalued
Today
Please note that Western Asset's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Western Asset Adjustable maintains a prevalent Real Value of $9.9 per share. The last-minute price of the fund is $9.09. We determine the value of Western Asset Adjustable from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Western Asset is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Western Mutual Fund. However, Western Asset's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.09 | Real 9.9 | Hype 9.09 | Naive 9.08 |
The intrinsic value of Western Asset's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Western Asset's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Western Asset Adjustable helps investors to forecast how Western mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Western Asset more accurately as focusing exclusively on Western Asset's fundamentals will not take into account other important factors: Western Asset Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Western Asset's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Western Asset Adjustable, and traders can use it to determine the average amount a Western Asset's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2838
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| ARMGX |
Based on monthly moving average Western Asset is performing at about 22% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Western Asset by adding it to a well-diversified portfolio.
Western Asset Fundamentals Growth
Western Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Western Asset, and Western Asset 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.
| Total Asset | 617.76 M | ||||
About Western Asset Performance
Evaluating Western Asset's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Western Asset 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 Asset 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.
Under normal circumstances, the fund will invest its assets in debt obligations, other fixed income securities and related investments. It may invest in all types of U.S. dollar denominated short-term debt instruments, including bank obligations, commercial paper and asset-backed securities, mortgage-backed securities, U.S. government agency or instrumentality securities, corporate loans, corporate debt securities, structured instruments and repurchase agreements.Things to note about Western Asset Adjustable performance evaluation
Checking the ongoing alerts about Western Asset for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Western Asset Adjustable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds about 10.56% of its assets under management (AUM) in cash |
- Analyzing Western Asset's 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 Asset's stock is overvalued or undervalued compared to its peers.
- Examining Western Asset's 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 Asset's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Western Asset's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Western Asset's mutual fund. These opinions can provide insight into Western Asset's potential for growth and whether the stock is currently undervalued or overvalued.
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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