Western Asset Diversified Fund Manager Performance Evaluation
| XWDIX Fund | USD 15.04 0.03 0.20% |
The entity maintains a market beta of -0.0682, 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.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Western Asset Diversified are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Western Asset is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Western Asset Diversified Income Fund Q1 2025 Commentary - Seeking Alpha | 05/05/2025 |
Western |
Western Asset Relative Risk vs. Return Landscape
If you would invest 1,456 in Western Asset Diversified on April 25, 2025 and sell it today you would earn a total of 48.00 from holding Western Asset Diversified or generate 3.3% return on investment over 90 days. Western Asset Diversified is currently producing 0.0535% returns and takes up 0.2571% volatility of returns over 90 trading days. Put another way, 2% 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 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 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 = 0.2082
| Best Portfolio | Best Equity | |||
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| Cash | XWDIX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.26 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.21 actual daily | 16 84% of assets perform better |
Based on monthly moving average Western Asset is performing at about 16% 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.
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.
Western Asset is entity of United States. It is traded as Fund on NMFQS exchange.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. Mutual Fund 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.Evaluating Western Asset's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Western Asset's mutual fund performance include:- 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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