Western Asset Financial Statements From 2010 to 2024
| WAFAX Fund | USD 9.31 0.01 0.11% |
Check Western Asset financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Western Asset's main balance sheet or income statement drivers, such as , as well as many indicators such as . WESTERN financial statements analysis is a perfect complement when working with Western Asset Valuation or Volatility modules.
WESTERN |
Western Asset Inflation 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 | 2.62 % |
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 Inflation 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.
| Competition |
Based on the latest financial disclosure, Western Asset Inflation has a Ten Year Return of 2.62%. This is 50.1% lower than that of the Franklin Templeton Investments family and significantly higher than that of the Inflation-Protected Bond category. The ten year return for all United States funds is notably lower than that of the firm.
Western Asset Inflation 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 Inflation is rated third in annual yield among similar funds. It is rated third in year to date return among similar funds creating about 697.48 of Year To Date Return per Annual Yield. 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
Western Asset investors use historical fundamental indicators, such as Western Asset's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Western Asset. Please read more on our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in inflation-indexed fixed income securities and at least 70 percent of its net assets in U.S. Treasury Inflation Protected Securities. Although the fund may invest in securities of any maturity, the fund will normally maintain a dollar-weighted average effective duration, as estimated by the funds subadvisers, within 3 years of that of its benchmark, the Bloomberg U.S. Treasury U.S. TIPS.
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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.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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