(WDI) Western Asset - Performance -1.1% in 12m
WDI performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-10.68%
#128 in Peer-Group
Rel. Strength
39.39%
#4645 in Stock-Universe
Total Return 12m
-1.07%
#126 in Peer-Group
Total Return 5y
13.14%
#107 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 11.0 |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 15.73 USD |
| 52 Week Low | 12.85 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 64.46 |
| Buy/Sell Signal +-5 | 0.40 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WDI (-1.1%) vs XLF (23.1%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
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 |
|---|---|---|---|---|---|---|---|---|
| TSLX NYSE Sixth Street Specialty |
6.43% | 23% | 172% | 12.9 | 11.8 | 1.27 | -27.1% | -3.62% |
| AGF-B TO AGF Management |
6.39% | 57.6% | 232% | 8.13 | 7.1 | 1.25 | 79.0% | 18.1% |
| FHI NYSE Federated Investors |
9.64% | 40.6% | 170% | 12.7 | 11 | 0.99 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
7.19% | 10.7% | 297% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
-0.39% | 12% | 265% | 3.82 | 9.2 | 1.67 | -33.2% | -23.5% |
| ARES NYSE Ares Management |
7.21% | 24.7% | 430% | 104 | 36.4 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
5.78% | 46.3% | 181% | 15.3 | 13.9 | 1.24 | 32.4% | 10.4% |
| GBDC NASDAQ Golub Capital BDC |
3.47% | 7.75% | 115% | 13.6 | 10.3 | 1.51 | 1.60% | -11.5% |
Performance Comparison: WDI vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WDI
| Total Return (including Dividends) | WDI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 1.22% | 4.76% | 4.77% |
| 3 Months | 10.98% | 11.00% | 16.02% |
| 12 Months | -1.07% | 23.13% | 12.44% |
| 5 Years | 13.14% | 142.35% | 112.73% |
| Trend Score (consistency of price movement) | WDI | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 71.5% | 83.5% | 90.3% |
| 3 Months | 95% | 86.2% | 97.5% |
| 12 Months | -64.5% | 78.1% | 46.4% |
| 5 Years | -9.1% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th35.50 | -3.38% | -3.39% |
| 3 Month | %th54.50 | -0.02% | -4.34% |
| 12 Month | %th34.00 | -19.65% | -12.01% |
| 5 Years | %th65.00 | -25.41% | -26.86% |
FAQs
Does Western Asset (WDI) outperform the market?
No,
over the last 12 months WDI made -1.07%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 23.13%.
Over the last 3 months WDI made 10.98%, while XLF made 11.00%.
Performance Comparison WDI vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WDI vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0% | -3.6% | -4.9% | -14% |
| US NASDAQ 100 | QQQ | 0.1% | -4.1% | -6.9% | -13% |
| German DAX 40 | DAX | -0.4% | -1.9% | -17% | -31% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.2% | -3.9% | -9.4% | -20% |
| Hongkong Hang Seng | HSI | -0.9% | -2.7% | -26.9% | -35% |
| India NIFTY 50 | INDA | 1.3% | -0.3% | -5.4% | 2% |
| Brasil Bovespa | EWZ | 4.2% | 1.6% | -20% | -2% |
WDI vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.4% | -2.4% | -8.2% | -25% |
| Consumer Discretionary | XLY | -0.9% | -3.6% | 2.8% | -18% |
| Consumer Staples | XLP | 2.1% | 0.7% | -4% | -9% |
| Energy | XLE | -2.9% | -0.8% | 2.6% | -1% |
| Financial | XLF | 1.5% | -3.5% | -7.2% | -24% |
| Health Care | XLV | -0.2% | 1.4% | 6.6% | 6% |
| Industrial | XLI | -0.4% | -4.4% | -10.8% | -23% |
| Materials | XLB | -0.7% | -4.1% | -5.6% | -4% |
| Real Estate | XLRE | 0.3% | 1.1% | -3.4% | -8% |
| Technology | XLK | 0.1% | -5.9% | -10% | -11% |
| Utilities | XLU | -0.1% | -0.8% | -9% | -23% |
| Aerospace & Defense | XAR | -0.7% | -6% | -24.9% | -48% |
| Biotech | XBI | -3.7% | -2.9% | 5.3% | 12% |
| Homebuilder | XHB | -3.1% | -10.1% | 1.7% | 2% |
| Retail | XRT | 0.1% | -5.6% | -0.1% | -8% |
WDI vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.6% | 4.87% | 8.99% | 2% |
| Natural Gas | UNG | 1.7% | 10% | 21.1% | -4% |
| Gold | GLD | -0.1% | 3.5% | -22.8% | -39% |
| Silver | SLV | -4.3% | -5% | -27% | -26% |
| Copper | CPER | -10.3% | -14.7% | -24.5% | -24% |
WDI vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.9% | 1.5% | 0.4% | 3% |
| iShares High Yield Corp. Bond | HYG | 0.6% | -0.1% | -1.9% | -10% |