WINC Performance & Benchmarks - 5.3% in 12m
The Total Return for 3m is 1.3%, for 6m 2.8% and YTD 3.5%. Compare with Peer-Group: Short-Term Bond
Performance Rating
46.90%
#34 in Peer-Group
Rel. Strength
51.00%
#3767 in Stock-Universe
Total Return 12m
5.27%
#37 in Peer-Group
Total Return 5y
13.38%
#15 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 24.21 USD |
| 52 Week Low | 22.99 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 50.17 |
| Buy/Sell Signal +-5 | 2.36 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WINC (5.3%) vs TLT (-4.2%)
5y Drawdown (Underwater) Chart
Top Performer in Short-Term Bond
Short Term Performance
| Symbol | 1w | 1m | 3m |
|---|---|---|---|
| WINC | 0.12% | 0.21% | 1.33% |
| BBBS | 0.55% | 0.79% | 2.20% |
| DFSD | 0.51% | 0.71% | 1.99% |
| EVSD | 0.40% | 0.62% | 2.04% |
Long Term Performance
| Symbol | 6m | 12m | 5y |
|---|---|---|---|
| WINC | 2.83% | 5.27% | 13.4% |
| EVSD | 3.70% | 6.68% | 8.28% |
| JSI | 3.50% | 6.44% | 15.6% |
| BBBS | 3.94% | 6.15% | 9.58% |
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| NEAR BATS iShares Short Maturity Bond |
0.2% | 5.19% | 18.2% | - | - | - | - | - |
| USTB NASDAQ VictoryShares USAA Core |
0.57% | 5.88% | 17.1% | - | - | - | - | - |
| CGSD NYSE ARCA Capital Short Duration |
0.59% | 5.84% | 16.5% | - | - | - | - | - |
| DCRE NYSE ARCA Doubleline Trust |
0.51% | 6.01% | 16.6% | - | - | - | - | - |
| JPLD BATS J P Morgan Exchange-Traded |
0.25% | 5.23% | 13.6% | - | - | - | - | - |
| STOT BATS SPDR DoubleLine Short |
0.13% | 4.71% | 12.2% | - | - | - | - | - |
| JSI NYSE ARCA Janus Detroit Street Trust |
0.24% | 6.44% | 15.6% | - | - | - | - | - |
| FSIG NYSE ARCA First Trust Exchange-Traded |
0.64% | 5.49% | 10.2% | - | - | - | - | - |
Performance Comparison: WINC vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for WINC
| Total Return (including Dividends) | WINC | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.21% | -0.36% | 0.66% |
| 3 Months | 1.33% | -0.24% | 11.66% |
| 12 Months | 5.27% | -4.24% | 15.92% |
| 5 Years | 13.38% | -40.58% | 103.09% |
| Trend Stabilty (consistency of price movement) | WINC | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 84.7% | 20.9% | 66.4% |
| 3 Months | 96% | 30.5% | 96.6% |
| 12 Months | 96.3% | -71.3% | 50% |
| 5 Years | 40.3% | -88.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | 11 %th | 0.57% | -0.45% |
| 3 Month | 17 %th | 1.57% | -9.25% |
| 12 Month | 28 %th | 9.93% | -9.19% |
| 5 Years | 96 %th | 90.80% | -44.17% |
FAQs
Does Western Asset Short (WINC) outperform the market?
Yes,
over the last 12 months WINC made 5.27%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -4.24%.
Over the last 3 months WINC made 1.33%, while TLT made -0.24%.
Performance Comparison WINC vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WINC vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.5% | -0.5% | -1.8% | -11% |
| US NASDAQ 100 | QQQ | 2.3% | -1.1% | -4.4% | -16% |
| German DAX 40 | DAX | 3.4% | 1.3% | -6.1% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.7% | -2.5% | -6.1% | -16% |
| Hongkong Hang Seng | HSI | 2.3% | -1.9% | -24.5% | -34% |
| India NIFTY 50 | INDA | 2.1% | 5.8% | -0.8% | 12% |
| Brasil Bovespa | EWZ | 1.2% | 7.6% | -4.1% | 2% |
WINC vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.5% | 1.7% | -1.2% | -19% |
| Consumer Discretionary | XLY | 4% | 1.2% | 8.1% | -14% |
| Consumer Staples | XLP | 1.8% | 2.4% | 0.5% | 1% |
| Energy | XLE | 1.9% | 0.1% | 4.2% | 8% |
| Financial | XLF | 3.9% | 2.6% | 1.9% | -16% |
| Health Care | XLV | 4% | 4.3% | 13.1% | 17% |
| Industrial | XLI | 3.5% | -1% | -7.2% | -16% |
| Materials | XLB | 6.2% | 3.9% | 4.3% | 9% |
| Real Estate | XLRE | 3.6% | 1.2% | 1.4% | 3% |
| Technology | XLK | 2% | -2.2% | -10.5% | -18% |
| Utilities | XLU | -1.4% | -4.5% | -8.3% | -14% |
| Aerospace & Defense | XAR | 2.9% | -3.9% | -19.9% | -40% |
| Biotech | XBI | 2% | -3.2% | 8.8% | 18% |
| Homebuilder | XHB | 2.6% | -1% | 4.1% | 14% |
| Retail | XRT | 4.9% | 2.1% | 3.6% | 2% |
WINC vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -3.4% | -4.56% | 3.29% | 4% |
| Natural Gas | UNG | 1.6% | 10.1% | 25.6% | 1% |
| Gold | GLD | -0.4% | -0.3% | -16.1% | -32% |
| Silver | SLV | 3.2% | -2.4% | -14.3% | -24% |
| Copper | CPER | 23.2% | 12.9% | 1.3% | -3% |
WINC vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -1.5% | 0.6% | 1.4% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.8% | 0.5% | -0.5% | -3% |