(WDI) Western Asset - Performance -0.3% 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 39.31%
#4651 in Stock-Universe
Total Return 12m -0.34%
#124 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 (-0.3%) vs XLF (25.3%)
Total Return of Western Asset versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (WDI) Western Asset - Performance -0.3% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
WDI 0.47% 0.95% 12.3%
ALCBI 1.93% 40.1% 746%
BTCS 61.8% 81.9% 217%
IREN -4.25% 57.6% 188%

Long Term Performance

Symbol 6m 12m 5y
WDI 2.98% -0.34% 13.1%
ALCBI 336% 160% 165%
BTCS 91.1% 212% 149%
OPFI 30.0% 253% 34.0%

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
5.71% 23% 172% 12.9 11.8 1.27 -27.1% -3.62%
AGF-B TO
AGF Management
5.33% 58.9% 232% 8.13 7.1 1.25 79.0% 18.1%
FHI NYSE
Federated Investors
9.04% 41.7% 170% 12.7 11 0.99 26.8% 22.9%
PNNT NYSE
PennantPark Investment
5.32% 5.39% 297% 9.56 10 0.28 -21.9% -23.3%
OFS NASDAQ
OFS Capital
-1.05% 13% 265% 3.76 9.2 1.67 -33.2% -23.5%
ARES NYSE
Ares Management
5.8% 29% 430% 100 35.1 0.63 22.1% -6.74%
BK NYSE
The Bank of New York Mellon
4.64% 56.4% 181% 15.3 13.9 1.24 32.4% 10.4%
GBDC NASDAQ
Golub Capital BDC
2.5% 6% 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 0.95% 2.63% 4.01%
3 Months 12.32% 12.15% 17.14%
12 Months -0.34% 25.34% 13.46%
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 %th34.00 -1.63% -2.94%
3 Month %th54.00 0.16% -4.12%
12 Month %th36.00 -20.49% -12.16%
5 Years %th65.00 -25.41% -26.86%

FAQs

Does Western Asset (WDI) outperform the market?

No, over the last 12 months WDI made -0.34%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 25.34%. Over the last 3 months WDI made 12.32%, while XLF made 12.15%.

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% -3.1% -4.9% -14%
US NASDAQ 100 QQQ 0.1% -3.3% -6.9% -14%
German DAX 40 DAX -0.4% -0.3% -17% -31%
Shanghai Shenzhen CSI 300 CSI 300 -1.2% -3.6% -9.4% -19%
Hongkong Hang Seng HSI -0.9% -1.9% -26.9% -35%
India NIFTY 50 INDA 1.3% 1.8% -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% -0.8% -8.2% -24%
Consumer Discretionary XLY -0.9% -2.4% 2.8% -19%
Consumer Staples XLP 2.1% 1.1% -4% -8%
Energy XLE -2.9% -3.2% 2.6% -2%
Financial XLF 1.5% -1.7% -7.2% -26%
Health Care XLV -0.2% 0.9% 6.6% 6%
Industrial XLI -0.4% -3.5% -10.8% -24%
Materials XLB -0.7% -3.5% -5.6% -4%
Real Estate XLRE 0.3% 1.1% -3.4% -9%
Technology XLK 0.1% -5.7% -10% -12%
Utilities XLU -0.1% -1.7% -9% -20%
Aerospace & Defense XAR -0.7% -5.9% -24.9% -49%
Biotech XBI -3.7% -2.2% 5.3% 11%
Homebuilder XHB -3.1% -7.8% 1.7% 1%
Retail XRT 0.1% -2.3% -0.1% -7%

WDI vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO -0.6% -2.35% 8.99% 4%
Natural Gas UNG 1.7% 7.4% 21.1% 2%
Gold GLD -0.1% 0.7% -22.8% -39%
Silver SLV -4.3% -5.4% -27% -22%
Copper CPER -10.3% -14% -24.5% -24%

WDI vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 0.9% 1% 0.4% 4%
iShares High Yield Corp. Bond HYG 0.6% -0.2% -1.9% -9%