(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%)
5y Drawdown (Underwater) Chart
Top Performers 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 |
|---|---|---|---|---|---|---|---|---|
| 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%.
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% |