Western Asset Diversified Stock Performance
| WDI Stock | USD 15.20 0.05 0.33% |
Western Asset has a performance score of 13 on a scale of 0 to 100. The firm maintains a market beta of 0.39, which attests to possible diversification benefits within a given portfolio. 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. Western Asset Diversified right now maintains a risk of 0.6%. Please check out Western Asset Diversified downside variance, as well as the relationship between the accumulation distribution and market facilitation index , to decide if Western Asset Diversified will be following its historical returns.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Western Asset Diversified are ranked lower than 13 (%) of all global equities and portfolios over the last 90 days. Despite fairly fragile fundamental indicators, Western Asset may actually be approaching a critical reversion point that can send shares even higher in March 2025. ...more
Actual Historical Performance (%)
One Day Return 0.33 | Five Day Return 0.4 | Year To Date Return 5.34 | Ten Year Return (24.04) | All Time Return (24.04) |
1 | Western Asset Diversified Income Fund Announces Dividend of 0.15 | 11/20/2024 |
| Western Asset dividend paid on 2nd of December 2024 | 12/02/2024 |
2 | Insider Trading | 12/03/2024 |
| Western Asset dividend paid on 31st of December 2024 | 12/31/2024 |
3 | Sit Investment Associates Inc. Reduces Stake in Western Asset Pr - GuruFocus.com | 01/03/2025 |
| Western Asset dividend paid on 3rd of February 2025 | 02/03/2025 |
4 | Morgan Stanley Increases Stake in Western Asset High Income Oppo - GuruFocus.com | 02/04/2025 |
5 | WDI Uncertain Outlook Reduces Appeal - Seeking Alpha | 02/13/2025 |
Western |
Western Asset Relative Risk vs. Return Landscape
If you would invest 1,427 in Western Asset Diversified on November 19, 2024 and sell it today you would earn a total of 93.00 from holding Western Asset Diversified or generate 6.52% return on investment over 90 days. Western Asset Diversified is generating 0.1053% of daily returns assuming volatility of 0.603% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than Western, and above 98% of all equities are expected to generate higher returns over the next 90 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 stocks, 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 = 0.1747
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| Cash | WDI | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.11 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Western Asset is performing at about 13% 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 Stock 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 Stock performance.
| Return On Equity | -18.35 | ||||
| Shares Outstanding | 51.79 M | ||||
| Price To Earning | 51.63 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 7.28 X | ||||
| Revenue | 126.33 M | ||||
| EBITDA | 273.03 M | ||||
| Net Income | 124.84 M | ||||
| Total Debt | 358 M | ||||
| Earnings Per Share | 2.06 X | ||||
| Market Capitalization | 787.18 M | ||||
| Total Asset | 1.19 B | ||||
| Retained Earnings | (230.26 M) | ||||
About Western Asset Performance
By evaluating Western Asset's fundamental ratios, stakeholders can gain valuable insights into Western Asset's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.10 | |
| Return On Capital Employed | 0.09 | 0.10 | |
| Return On Assets | 0.09 | 0.10 | |
| Return On Equity | 0.14 | 0.15 |
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. Stock 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.| Western Asset has a strong financial position based on the latest SEC filings | |
| On 3rd of February 2025 Western Asset paid $ 0.1485 per share dividend to its current shareholders | |
| Latest headline from news.google.com: WDI Uncertain Outlook Reduces Appeal - Seeking Alpha |
- 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 Company's leadership.
- Pay attention to analyst opinions and ratings of Western Asset's stock. These opinions can provide insight into Western Asset's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Western Stock analysis
When running Western Asset's 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 the 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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