Western Asset Managed Fund Manager Performance Evaluation
| MMU Fund | USD 10.45 0.07 0.67% |
The entity maintains a market beta of 0.1, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Western Asset's returns are expected to increase less than the market. However, during the bear market, the loss of holding Western Asset is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Western Asset Managed has generated negative risk-adjusted returns adding no value to fund investors. In spite of comparatively stable primary indicators, Western Asset is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors.
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| Expense Ratio | 1.3100 |
Western |
Western Asset Relative Risk vs. Return Landscape
If you would invest 1,050 in Western Asset Managed on November 29, 2024 and sell it today you would lose (5.00) from holding Western Asset Managed or give up 0.48% of portfolio value over 90 days. Western Asset Managed is generating negative expected returns assuming volatility of 0.6188% on return distribution over 90 days investment horizon. In other words, 5% of funds are less volatile than Western, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Western Asset Current Valuation
Fairly Valued
Today
Please note that Western Asset's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Western Asset Managed maintains a prevalent Real Value of $10.39 per share. The last-minute price of the fund is $10.45. We determine the value of Western Asset Managed from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued funds and selling overvalued funds since, at some point, fund prices and their ongoing real values will grow together.
Western Asset's intrinsic value may or may not be the same as its current market price of 10.45, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.45 | Real 10.39 | Hype 10.45 | Naive 10.55 |
The intrinsic value of Western Asset's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Western Asset's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Western Asset Managed helps investors to forecast how Western 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: 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 funds, such as Western Asset Managed, 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 = -0.01
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | MMU |
Estimated Market Risk
| 0.62 actual daily | 5 95% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Western Asset 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 Asset by adding Western Asset to a well-diversified portfolio.
Western Asset Fundamentals Growth
Western 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 Fund performance.
| Return On Equity | -10.85 | ||||
| Return On Asset | 1.57 | ||||
| Profit Margin | (231.16) % | ||||
| Operating Margin | 74.30 % | ||||
| Current Valuation | 662.3 M | ||||
| Shares Outstanding | 43.37 M | ||||
| Price To Earning | 18.15 X | ||||
| Price To Book | 0.74 X | ||||
| Price To Sales | 15.85 X | ||||
| Revenue | 28.15 M | ||||
| Cash And Equivalents | 410 | ||||
| Total Debt | 222.68 M | ||||
| Debt To Equity | 0.40 % | ||||
| Book Value Per Share | 13.83 X | ||||
| Cash Flow From Operations | 21.36 M | ||||
| Earnings Per Share | 0.57 X | ||||
| Total Asset | 763.96 M | ||||
| Retained Earnings | (15.24 M) | ||||
About Western Asset Performance
Assessing Western Asset's fundamental ratios provides investors with valuable insights into Western Asset's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Western Asset is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Western Asset Managed Municipals Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Western Asset Management Company. It invests in the fixed income markets of the United States. The fund invests in securities that provide income exempt from federal income tax. It invests primarily in investment grade municipal securities. The fund employs intensive proprietary research to create its portfolio. It benchmarks the performance of its portfolio against the Barclays Capital Municipal Bond Index. The fund was formerly known as Managed Municipals Portfolio Inc. Western Asset Managed Municipals Fund Inc. was formed on June 26, 1992 and is domiciled in the United States.Things to note about Western Asset Managed performance evaluation
Checking the ongoing alerts about Western Asset for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Western Asset Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Western Asset generated a negative expected return over the last 90 days | |
| Western Asset Managed generated five year return of 0.0% |
- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Western Asset's 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 Fund
Western Asset financial ratios help investors to determine whether Western 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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