Western Assets Municipal Manager Performance
| XMNPXDelisted Fund | USD 13.83 0.00 0.00% |
The entity maintains a market beta of 0.0154, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Western Assets' returns are expected to increase less than the market. However, during the bear market, the loss of holding Western Assets is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Western Assets Municipal has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Western Assets is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 1.8500 |
Western |
Western Assets Relative Risk vs. Return Landscape
If you would invest (100.00) in Western Assets Municipal on September 1, 2024 and sell it today you would earn a total of 100.00 from holding Western Assets Municipal or generate -100.0% return on investment over 90 days. Western Assets Municipal is currently producing negative expected returns and takes up 0.0% 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 Assets Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Western Assets' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Western Assets Municipal, and traders can use it to determine the average amount a Western Assets' 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 = 0.0
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| XMNPX |
Based on monthly moving average Western Assets 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 Assets by adding Western Assets to a well-diversified portfolio.
Western Assets Fundamentals Growth
Western Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Western Assets, and Western Assets 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.
About Western Assets Performance
Evaluating Western Assets' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Western Assets 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 Assets 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.
Things to note about Western Assets Municipal performance evaluation
Checking the ongoing alerts about Western Assets for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Western Assets Municipal help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Western Assets is not yet fully synchronised with the market data |
- Analyzing Western Assets' 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 Assets' stock is overvalued or undervalued compared to its peers.
- Examining Western Assets' 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 Assets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Western Assets' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Western Assets' mutual fund. These opinions can provide insight into Western Assets' potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Other Consideration for investing in Western Mutual Fund
If you are still planning to invest in Western Assets Municipal check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Western Assets' history and understand the potential risks before investing.
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |