(WDI) Western Asset - Performance 7.6% in 12m

Compare WDI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 23.38%
#95 in Group
Rel. Strength 67.06%
#2631 in Universe
Total Return 12m 7.62%
#66 in Group
Total Return 5y 1.12%
#144 in Group
P/E 9.85
51th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.9%
100th Percentile in Group

12m Total Return: WDI (7.6%) vs XLF (13.4%)

Compare overall performance (total returns) of Western Asset with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (WDI) Western Asset - Performance 7.6% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
WDI 1.27% -6.49% -6.15%
FON 16.7% 69.9% 338%
BOWN 38.2% 51.2% 45.9%
ASA 5.07% 10.9% 42.7%
Long Term
Symbol 6m 12m 5y
WDI -6.35% 7.62% 1.12%
FON 681% 710% 1,494%
FOA 72.4% 230% -81.4%
ASA 41.1% 89.6% 125%
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
AMP NYSE
Ameriprise Financial
-8.42% 8.46% 372% 14.1 12.4 0.94 30.9% 31.1%
AGF-B TO
AGF Management
-9.41% 21.4% 205% 6.36 5.35 1.25 82.9% 18.1%
BCSF NYSE
Bain Capital Specialty
-14% 0.18% 168% 8.09 10.4 1.07 -1.20% -8.73%
APO NYSE
Apollo Global Management
-16.6% 9.68% 259% 17.2 15.1 1.37 22.6% -4.44%
TSLX NYSE
Sixth Street Specialty
-11% 3.4% 139% 9.74 9.23 1.27 -35.1% -6.83%
BK NYSE
The Bank of New York Mellon
-10.8% 33.9% 146% 12.5 11.3 1.01 58.8% 12.8%
PNNT NYSE
PennantPark Investment
-13.4% -1.57% 273% 7.67 8.05 0.28 -37.9% -19.4%
PFLT NYSE
PennantPark Floating Rate
-14.6% -7.24% 172% 7.34 7.66 0.27 23.5% 3.93%

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 -6.49% -7.37% -8.88%
3 Months -6.15% -9.54% -14.53%
12 Months 7.62% 13.44% 4.14%
5 Years 1.12% 133.87% 98.04%
Trend Score (consistency of price movement) WDI XLF S&P 500
1 Month -73.3% -72.9% -74.2%
3 Months -67.4% -79.2% -89.4%
12 Months 60.8% 86.7% 64%
5 Years 43.7% 75.1% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #90 0.95% 2.63%
3 Month #85 3.75% 9.80%
12 Month #65 -5.12% 3.34%
5 Years #79 -23.6% -20.4%

FAQs

Does WDI Western Asset outperforms the market?

No, over the last 12 months WDI made 7.62%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 13.44%.
Over the last 3 months WDI made -6.15%, while XLF made -9.54%.

Performance Comparison WDI vs Indeces and Sectors

WDI vs. Indices WDI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 5.95% 2.39% 5.04% 3.48%
US NASDAQ 100 QQQ 6.60% 3.30% 5.96% 3.58%
US Dow Jones Industrial 30 DIA 7.09% 2.52% 4.08% 6.20%
German DAX 40 DAX 0.15% 0.86% -15.1% -10.4%
Shanghai Shenzhen CSI 300 CSI 300 0.80% -2.93% -0.80% -0.19%
Hongkong Hang Seng HSI 1.15% 1.69% 0.25% -6.32%
India NIFTY 50 INDA -2.59% -9.46% -1.37% 4.74%
Brasil Bovespa EWZ 0.51% -1.33% 0.06% 19.8%

WDI vs. Sectors WDI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 5.30% 2.89% -3.93% -4.44%
Consumer Discretionary XLY 6.43% 1.87% 2.07% 0.85%
Consumer Staples XLP 2.04% -9.25% -7.07% -3.09%
Energy XLE 1.02% 7.05% 4.10% 21.9%
Financial XLF 4.45% 0.88% -3.75% -5.82%
Health Care XLV 5.58% 2.73% 5.31% 11.0%
Industrial XLI 4.81% 0.61% 4.67% 5.21%
Materials XLB 3.66% 0.38% 10.8% 16.6%
Real Estate XLRE 1.70% -2.52% 1.70% -5.70%
Technology XLK 7.41% 5.55% 12.4% 10.2%
Utilities XLU 3.54% -3.59% -0.80% -10.9%
Aerospace & Defense XAR 4.22% -3.34% -3.81% -12.9%
Biotech XBI 2.62% 6.83% 16.7% 17.3%
Homebuilder XHB 4.54% 2.05% 20.3% 19.0%
Retail XRT 2.95% -1.79% 7.70% 14.3%

WDI vs. Commodities WDI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -1.67% 0.52% -1.31% 20.5%
Natural Gas UNG 9.78% 16.6% -27.3% 1.10%
Gold GLD -5.27% -19.8% -32.0% -38.8%
Silver SLV -0.13% -5.72% -2.91% -11.9%
Copper CPER -0.06% 0.12% -15.0% 1.64%

WDI vs. Yields & Bonds WDI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.0% -1.65% -1.57% 6.96%
iShares High Yield Corp. Bond HYG 1.02% -4.55% -6.46% 0.29%