Western Asset Financial Statements From 2010 to 2024
| WABSX Fund | USD 9.41 0.02 0.21% |
Check Western Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Western main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Western financial statements analysis is a perfect complement when working with Western Asset Valuation or Volatility modules.
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Western Asset Intermediate Mutual Fund Ten Year Return Analysis
Western Asset's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Western Asset Ten Year Return | 4.05 % |
Most of Western Asset's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Western Asset Intermediate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
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Based on the latest financial disclosure, Western Asset Intermediate has a Ten Year Return of 4.05%. This is much higher than that of the Legg Mason family and significantly higher than that of the Intermediate Core Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Western Asset Interm Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Western Asset's current stock value. Our valuation model uses many indicators to compare Western Asset value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Western Asset competition to find correlations between indicators driving Western Asset's intrinsic value. More Info.Western Asset Intermediate is presently regarded as number one fund in annual yield among similar funds. It is presently regarded as number one fund in year to date return among similar funds creating about 353.57 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Western Asset by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Western Asset's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Western Asset's earnings, one of the primary drivers of an investment's value.About Western Asset Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Western Asset income statement, its balance sheet, and the statement of cash flows. Western Asset investors use historical funamental indicators, such as Western Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Although Western Asset investors may use each financial statement separately, they are all related. The changes in Western Asset's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Western Asset's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Western Asset Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Western Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a portfolio of fixed income securities of various maturities and, under normal market conditions, will invest at least 80 percent of its net assets in debt and fixed income securities. Although it may invest in debt and fixed income securities of any maturity, under normal market conditions the target dollar-weighted average effective duration for the fund, as estimated by the funds subadviser, is expected to range within 20 percent of the duration of its benchmark.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out the analysis of Western Asset Correlation against competitors. You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.