Western Asset Diversified Stock Performance
| WDI Stock | USD 14.69 0.04 0.27% |
The firm maintains a market beta of 0.1, 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. At this point, Western Asset Diversified has a negative expected return of -0.0015%. Please make sure to check out Western Asset's value at risk, daily balance of power, as well as the relationship between the Daily Balance Of Power and price action indicator , to decide if Western Asset Diversified performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Western Asset Diversified has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong fundamental indicators, Western Asset is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
Actual Historical Performance (%)
One Day Return 0.4 | Five Day Return (0.88) | Year To Date Return 3.3 | Ten Year Return (26.49) | All Time Return (26.49) |
Forward Dividend Yield 0.1345 | Payout Ratio 1.3607 | Forward Dividend Rate 1.68 | Ex Dividend Date 2023-10-23 |
| Western Asset dividend paid on 3rd of September 2024 | 09/03/2024 |
1 | Western Asset Income Fund stock hits 52-week high at 12.98 - Investing.com Canada | 09/26/2024 |
| Western Asset dividend paid on 1st of October 2024 | 10/01/2024 |
2 | Insider Trading | 10/08/2024 |
| Western Asset dividend paid on 1st of November 2024 | 11/01/2024 |
3 | Western Asset Diversified Income Fund Announces Dividend of 0.15 | 11/20/2024 |
Western |
Western Asset Relative Risk vs. Return Landscape
If you would invest 1,472 in Western Asset Diversified on August 24, 2024 and sell it today you would lose (3.00) from holding Western Asset Diversified or give up 0.2% of portfolio value over 90 days. Western Asset Diversified is generating negative expected returns assuming volatility of 0.599% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than Western, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
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 stocks, such as Western Asset Diversified, 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 = -0.0025
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WDI |
Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Western Asset is not performing at its full potential. However, 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 Western Asset to a well-diversified portfolio.
Western Asset Fundamentals Growth
Western Stock 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 Stock performance.
| Return On Equity | -18.35 | ||||
| Shares Outstanding | 51.79 M | ||||
| Price To Earning | 51.63 X | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 7.09 X | ||||
| Revenue | 126.33 M | ||||
| EBITDA | 273.03 M | ||||
| Net Income | 124.84 M | ||||
| Total Debt | 358 M | ||||
| Earnings Per Share | 2.06 X | ||||
| Market Capitalization | 766.47 M | ||||
| Total Asset | 1.19 B | ||||
| Retained Earnings | (230.26 M) | ||||
About Western Asset Performance
By evaluating Western Asset's fundamental ratios, stakeholders can gain valuable insights into Western Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.10 | 0.11 | |
| Return On Capital Employed | 0.10 | 0.11 | |
| Return On Assets | 0.10 | 0.11 | |
| Return On Equity | 0.16 | 0.16 |
Things to note about Western Asset Diversified performance evaluation
Checking the ongoing alerts about Western Asset for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Western Asset Diversified help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Western Asset generated a negative expected return over the last 90 days | |
| Western Asset has high likelihood to experience some financial distress in the next 2 years | |
| On 1st of November 2024 Western Asset paid $ 0.1485 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Western Asset Diversified Income Fund Announces Dividend of 0.15 |
- 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 Company's leadership.
- Pay attention to analyst opinions and ratings of Western Asset's stock. These opinions can provide insight into Western Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Western Stock analysis
When running Western Asset's price analysis, check to measure Western Asset's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Western Asset is operating at the current time. Most of Western Asset's value examination focuses on studying past and present price action to predict the probability of Western Asset's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Western Asset's price. Additionally, you may evaluate how the addition of Western Asset to your portfolios can decrease your overall portfolio volatility.
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