(WDI) Western Asset - Performance 10.7% in 12m
Compare WDI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.27%
#97 in Group
Rel. Strength
65.57%
#2740 in Universe
Total Return 12m
10.71%
#68 in Group
Total Return 5y
7.06%
#137 in Group
P/E 10.3
53th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 12.4%
100th Percentile in Group
12m Total Return: WDI (10.7%) vs SPY (10.7%)
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 |
15.2% | 16.3% | 332% | 16.5 | 13.1 | 1.9 | 12.6% | 4.55% |
| AGF-B TO AGF Management |
20.3% | 38.7% | 248% | 6.99 | 6 | 1.25 | 76.9% | 18.1% |
| APO NYSE Apollo Global Management |
20.6% | 19.2% | 238% | 18.3 | 16.8 | 1.37 | 4.90% | -4.44% |
| BK NYSE The Bank of New York Mellon |
17.1% | 52.5% | 189% | 12.8 | 11.6 | 1.03 | 18.5% | 12.8% |
| FHI NYSE Federated Investors |
20% | 35.8% | 143% | 11.6 | 10.1 | 1.94 | 26.8% | 22.9% |
| BCSF NYSE Bain Capital Specialty |
10.4% | 2.19% | 135% | 8.24 | 10.4 | 1.07 | 14.7% | -6.71% |
| TSLX NYSE Sixth Street Specialty |
10.4% | 9.96% | 127% | 10.1 | 9.73 | 1.27 | 38.3% | 442% |
| PNNT NYSE PennantPark Investment |
11.1% | 2.56% | 281% | 7.77 | 8.09 | 0.28 | -35.2% | -18.6% |
Performance Comparison: WDI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for WDI
| Total Return (including Dividends) | WDI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 10.43% | 13.81% | 13.81% |
| 3 Months | -3.19% | -6.30% | -6.30% |
| 12 Months | 10.71% | 10.65% | 10.65% |
| 5 Years | 7.06% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | WDI | SPY | S&P 500 |
| 1 Month | 97.0% | 83% | 83% |
| 3 Months | -78.1% | -75.3% | -75.3% |
| 12 Months | 49.0% | 50.1% | 50.1% |
| 5 Years | 45.7% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #92 | -2.97% | -2.97% |
| 3 Month | #89 | 3.32% | 3.32% |
| 12 Month | #69 | 0.06% | 0.06% |
| 5 Years | #75 | -23.4% | -23.4% |
FAQs
Does WDI Western Asset outperforms the market?
Yes,
over the last 12 months WDI made 10.71%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months WDI made -3.19%, while SPY made -6.30%.
Over the last 3 months WDI made -3.19%, while SPY made -6.30%.
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 | -0.33% | -3.38% | 4.35% | 0.06% |
| US NASDAQ 100 | QQQ | -0.52% | -6.93% | 4.14% | -0.93% |
| US Dow Jones Industrial 30 | DIA | -0.74% | 0.44% | 4.64% | 3.00% |
| German DAX 40 | DAX | -0.31% | -4.53% | -21.9% | -15.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.51% | -1.40% | 3.58% | 3.34% |
| Hongkong Hang Seng | HSI | -3.50% | -9.50% | -4.01% | -2.97% |
| India NIFTY 50 | INDA | 4.59% | 5.59% | 3.91% | 10.9% |
| Brasil Bovespa | EWZ | -1.38% | -6.81% | -4.35% | 19.0% |
WDI vs. Sectors WDI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.97% | -2.98% | -2.71% | -10.9% |
| Consumer Discretionary | XLY | -0.71% | -3.80% | 5.33% | -3.56% |
| Consumer Staples | XLP | 0.53% | 3.84% | -2.58% | 1.59% |
| Energy | XLE | -0.15% | 3.67% | 10.9% | 20.2% |
| Financial | XLF | -1.43% | -3.09% | -2.75% | -11.7% |
| Health Care | XLV | 2.68% | 9.56% | 9.34% | 14.8% |
| Industrial | XLI | -2.02% | -6.39% | 2.92% | -0.28% |
| Materials | XLB | -0.13% | -3.13% | 9.24% | 15.9% |
| Real Estate | XLRE | 0.99% | -1.11% | 3.60% | -4.74% |
| Technology | XLK | -1.41% | -10.8% | 7.23% | 3.61% |
| Utilities | XLU | -0.38% | 0.84% | -3.31% | -6.76% |
| Aerospace & Defense | XAR | -2.31% | -10.7% | -7.15% | -16.6% |
| Biotech | XBI | 6.26% | -1.38% | 24.5% | 23.0% |
| Homebuilder | XHB | -0.80% | -1.05% | 17.5% | 18.3% |
| Retail | XRT | -2.23% | -4.22% | 8.59% | 12.2% |