WESTERN Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . WESTERN ASSET EMERGING
LWEAX Fund  USD 3.59  0.12  0.00%   
The entity maintains a market beta of -0.1206, which attests to not very significant fluctuations relative to the market. Let's try to break down what WESTERN's beta means in this case. 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. Although it is important to respect WESTERN ASSET EMERGING historical price patterns, it is better to be realistic regarding the information on the equity's current price history. The way in which we are determining future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing WESTERN ASSET EMERGING technical indicators, you can now evaluate if the expected return of 0.0096% will be sustainable into the future.
  

WESTERN Performance

1 of 100

Compared to the overall equity markets, risk-adjusted returns on investments in WESTERN ASSET EMERGING are ranked lower than 1 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, WESTERN ASSET is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low3.5400
Fifty Two Week High4.9900

WESTERN ASSET Relative Risk vs. Return Landscape

If you would invest  395.00  in WESTERN ASSET EMERGING on December 29, 2022 and sell it today you would earn a total of  2.00  from holding WESTERN ASSET EMERGING or generate 0.51% return on investment over 90 days. WESTERN ASSET EMERGING is currently producing 0.0096% returns and takes up 0.4808% volatility of returns over 90 trading days. Put another way, 4% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon WESTERN ASSET is expected to generate 0.51 times more return on investment than the market. However, the company is 1.95 times less risky than the market. It trades about 0.02 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.03 per unit of risk.

WESTERN ASSET Current Valuation

Fairly Valued
Today 3.97
Please note that WESTERN ASSET's price fluctuation is not too volatile at this time.
WESTERN ASSET EMERGING maintains a prevalent Real Value of $3.99 per share. The last-minute price of the fund is $3.97. At this time, the fund appears to be fairly valued. We determine the value of WESTERN ASSET EMERGING from reviewing 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 future time, mutual fund prices and their ongoing real values will grow together.
Our valuation method for WESTERN ASSET EMERGING is useful when determining the fair value of the WESTERN mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of WESTERN ASSET. 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.
3.99
Real Value
4.47
Upside
Estimating the potential upside or downside of WESTERN ASSET EMERGING 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:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
3.894.004.11
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Hype
Prediction
LowEstimated ValueHigh
3.493.974.45
Details
Potential
Annual Dividend
LowIncome Per ShareHigh
0.10.10.1
Details

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 EMERGING, 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 = 0.0199

Best PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskAverage RiskHigh RiskHuge Risk
Negative ReturnsLWEAX

Estimated Market Risk

 0.48
  actual daily
 4 
96% of assets are more volatile
44

Expected Return

 0.01
  actual daily
 0 
Most of other assets have higher returns
00

Risk-Adjusted Return

 0.02
  actual daily
 1 
99% of assets perform better
11
Based on monthly moving average WESTERN ASSET is performing at about 1% 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 Asset18.97 M

About WESTERN ASSET Performance

To evaluate WESTERN ASSET EMERGING Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when WESTERN ASSET generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare WESTERN Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand WESTERN ASSET EMERGING market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents WESTERN's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its assets in fixed income securities issued by governments, government-related entities and corporations located in emerging markets and related investments. Western Asset is traded on NASDAQ Exchange in the United States.

Things to note about WESTERN ASSET EMERGING 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 EMERGING help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
WESTERN ASSET is unlikely to experience financial distress in the next 2 years
The fund maintains about 96.09% of its assets in bonds
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.
It's essential to remember that evaluating WESTERN ASSET's mutual fund performance is not an exact science, and many factors can impact WESTERN ASSET's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis. For more information on how to buy WESTERN Mutual Fund please use our How to Invest in WESTERN ASSET guide. Note that the WESTERN ASSET EMERGING information on this page should be used as a complementary analysis to other WESTERN ASSET's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.

Complementary Tools for WESTERN Mutual Fund analysis

When running WESTERN ASSET EMERGING 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 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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Please note, there is a significant difference between WESTERN ASSET's value and its price as these two are different measures arrived at by different means. Investors typically determine WESTERN ASSET value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WESTERN ASSET's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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