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Western Asset Inflation-Linked Opportunities andome Fund (Western Asset Inflation-Linked Opportunities andome Fund) 5-Year RORE % : 124.87% (As of Nov. 2023)


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What is Western Asset Inflation-Linked Opportunities andome Fund 5-Year RORE %?

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % for the quarter that ended in Nov. 2023 was 124.87%.

The industry rank for Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % or its related term are showing as below:

WIW's 5-Year RORE % is ranked better than
92.23% of 1377 companies
in the Asset Management industry
Industry Median: 7.25 vs WIW: 124.87

Western Asset Inflation-Linked Opportunities andome Fund 5-Year RORE % Historical Data

The historical data trend for Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Western Asset Inflation-Linked Opportunities andome Fund 5-Year RORE % Chart

Western Asset Inflation-Linked Opportunities andome Fund Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23
5-Year RORE %
Get a 7-Day Free Trial - - - - 124.87

Western Asset Inflation-Linked Opportunities andome Fund Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23
5-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only - - - 116.49 124.87

Competitive Comparison of Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE %

For the Asset Management subindustry, Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE %, along with its competitors' market caps and 5-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % Distribution in the Asset Management Industry

For the Asset Management industry and Financial Services sector, Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % distribution charts can be found below:

* The bar in red indicates where Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % falls into.



Western Asset Inflation-Linked Opportunities andome Fund 5-Year RORE % Calculation

Western Asset Inflation-Linked Opportunities andome Fund's 5-Year RORE % for the quarter that ended in Nov. 2023 is calculated as:

5-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 5-year -Cumulative Dividends per Share for 5-year )
=( 0.015-1.21 )/( 1.673-2.63 )
=-1.195/-0.957
=124.87 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 5-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Nov. 2023 and 5-year before.


Western Asset Inflation-Linked Opportunities andome Fund  (NYSE:WIW) 5-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 5-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Western Asset Inflation-Linked Opportunities andome Fund 5-Year RORE % Related Terms

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Western Asset Inflation-Linked Opportunities andome Fund (Western Asset Inflation-Linked Opportunities andome Fund) Business Description

Traded in Other Exchanges
N/A
Address
620 Eighth Avenue, 47th Floor, New York, NY, USA, 10018
Western Asset Inflation-Linked Opportunities and Income Fund is a diversified, closed-end management investment company. Its primary investment objective of the group is to provide current income for its shareholders. The secondary investment objective is capital appreciation with current income.
Executives
Michael Larson director 2365 CARILLON POINT, KIRKLAND WA 98033
Hoffmann Courtney A. other: Secretary/GC Subadviser WESTERN ASSET MANAGEMENT COMPANY, LLC, 385 EAST COLORADO BOULEVARD, PASADENA CA 91101
Cascade Investment, L.l.c. 10 percent owner 2365 CARILLON POINT, KIRKLAND WA 98033
Andrew J. Bowden other: COO/Subadviser WESTERN ASSET MANAGEMENT COMPANY, LLC, 385 EAST COLORADO BOULEVARD, PASADENA CA 91101
Oliveira Marc De officer: Secretary / Chief LGL Officer C/O LEGG MASON & CO. LLC, ONE FIRST STAMFORD PLACE, STAMFORD CT 06902
Jed A. Plafker other: Director of Investment Adviser ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Jennifer M Johnson other: Director of Investment Adviser C/O FRANKLIN RESOURCES, INC., ONE FRANKLIN PARKWAY, SAN MATEO CA 94403-1906
Matthew Nicholls other: Director of Investment Adviser ONE FRANKLIN PARKWAY, SAN MATEO CA 94403
Peter J. Taylor director 2244 WALNUT GROVE AVENUE, ROSEMEAD CA 91770
Susan B Kerley director 51 MADISON AVENUE, NEW YORK NY 10010
Jaynie M Studenmund director 506 SECOND AVENUE, 9TH FLOOR, SEATTLE WA 98104
Jane F Dasher director KORSNAT PARTNERS, 283 GREENWICH AVE 3RD FL, GREENWICH CT 06830
Anita L Defrantz director 736 RAYMOND AVENUE, SANTA MONICA CA 90405
Siart William E B director 266 TOYOPA DRIVE, PACIFIC PALISADES CA 90272
Robert Jr Abeles director 3018 ANNITA DRIVE, GLENDALE CA 91206

Western Asset Inflation-Linked Opportunities andome Fund (Western Asset Inflation-Linked Opportunities andome Fund) Headlines

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