Clearbridge Appreciation Competition

LMPIX Fund

USD 35.98 0.11 0.30%

Clearbridge Appreciation competes with Clearbridge Aggressive, Clearbridge Small, Qs International, Clearbridge Appreciation, and Western Asset; as well as few others. The fund is listed under Large Blend category and is part of Legg Mason family. Analyzing Clearbridge Appreciation competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Clearbridge Appreciation to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Clearbridge Appreciation Correlation with its peers.

Clearbridge Appreciation vs Western Asset Correlation

Very weak diversification

The correlation between Clearbridge Appreciation Fund and WABCX is 0.44 (i.e., Very weak diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Clearbridge Appreciation Fund and WABCX in the same portfolio, assuming nothing else is changed.

Moving together with Clearbridge Mutual Fund

0.91	SAGCX	Clearbridge Aggressive	Pair Corr
0.92	LGASX	Clearbridge Small Cap	Pair Corr
0.93	LGFEX	Qs International Equity	Pair Corr
0.97	SAPCX	Clearbridge Appreciation	Pair Corr
0.68	LGOCX	Legg Mason Bw	Pair Corr

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Hype

Prediction

Low	Estimated	High
33.84	35.98	38.12

Details

Intrinsic

Valuation

Low	Real	High
32.38	38.30	40.44

Details

Clearbridge Appreciation Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Clearbridge Appreciation and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Clearbridge and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Clearbridge Appreciation does not affect the price movement of the other competitor.

	SAGCX	LGASX	LGFEX	SAPCX	SSMMX	WAASX	LGSCX	WACIX	WACSX	WABCX
SAGCX		0.9	0.8	0.96	0.47	0.7	0.86	0.48	0.47	0.37	SAGCX
LGASX	0.9		0.89	0.95	0.68	0.89	0.95	0.64	0.63	0.51	LGASX
LGFEX	0.8	0.89		0.91	0.82	0.93	0.95	0.69	0.66	0.56	LGFEX
SAPCX	0.96	0.95	0.91		0.65	0.85	0.93	0.58	0.56	0.44	SAPCX
SSMMX	0.47	0.68	0.82	0.65		0.87	0.75	0.78	0.73	0.65	SSMMX
WAASX	0.7	0.89	0.93	0.85	0.87		0.92	0.84	0.81	0.65	WAASX
LGSCX	0.86	0.95	0.95	0.93	0.75	0.92		0.71	0.68	0.56	LGSCX
WACIX	0.48	0.64	0.69	0.58	0.78	0.84	0.71		0.98	0.79	WACIX
WACSX	0.47	0.63	0.66	0.56	0.73	0.81	0.68	0.98		0.77	WACSX
WABCX	0.37	0.51	0.56	0.44	0.65	0.65	0.56	0.79	0.77		WABCX
	SAGCX	LGASX	LGFEX	SAPCX	SSMMX	WAASX	LGSCX	WACIX	WACSX	WABCX

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Risk-Adjusted Indicators

There is a big difference between Clearbridge Mutual Fund performing well and Clearbridge Appreciation Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Clearbridge Appreciation's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
SAGCX	1.12	0.09	0.10	0.15	0.93	(1.23)	1.53	(2.25)	21.32
LGASX	0.95	0.16	0.19	0.22	0.63	(1.16)	2.40	(1.35)	8.85
LGFEX	0.73	0.28	0.24	(3.62)	0.36	(0.90)	1.68	(1.22)	8.57
SAPCX	0.79	0.20	0.30	0.26	0.09	(1.03)	1.33	(1.15)	19.33
SSMMX	0.07	0.01	(0.51)	0.61	0.00	(0.11)	0.20	(0.13)	0.74
WAASX	0.08	0.01	(0.58)	0.30	0.00	(0.13)	0.22	(0.11)	0.44
LGSCX	0.93	0.13	0.12	0.23	0.83	(1.10)	2.14	(1.81)	8.07
WACIX	0.15	0.00	(0.44)	0.05	0.11	(0.19)	0.32	(0.22)	0.75
WACSX	0.14	0.00	(0.45)	0.02	0.12	(0.18)	0.28	(0.28)	0.74
WABCX	0.14	0.00	(0.41)	0.12	0.07	(0.19)	0.37	(0.28)	0.75

Clearbridge Appreciation Competitive Analysis

The better you understand Clearbridge Appreciation competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Clearbridge Appreciation's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Clearbridge Appreciation's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	LMPIX	SAGCX	LGASX	LGFEX	SAPCX	SSMMX	WAASX	LGSCX	WACIX	WACSX
	0.30 35.98 Clearbridge	0.39 124.41 Clearbridge	0.52 69.21 Clearbridge	0.09 22.74 LGFEX	0.30 33.17 Clearbridge	0.13 15.03 Western	0.11 9.21 Western	0.07 14.75 LGSCX	0.21 9.37 Western	0.19 10.79 Western
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Fair	Solid	Solid	Good	Good	Solid	Solid	Fair	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Under Valued	Over Valued	Under Valued	Over Valued	Under Valued	Over Valued	Over Valued	Under Valued	Fairly Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Buy	Sell	Strong Buy	Strong Sell	Strong Sell	Strong Buy	Cautious Hold	Cautious Hold
Net Asset	6.4 B	10.6 B	1.18 B	298.08 M	6.4 B	4.37 B	1.5 B	215.69 M	23.83 B	9.31 B
Minimum Initial Investment	N/A	N/A	N/A	N/A	N/A	N/A	1000 K	N/A	N/A	1000 K
Price To Book	3.02	2.49	1.86	1.45	3.02	N/A	N/A	1.63	N/A	N/A
Five Year Return	12.52	3.67	5.17	11.33	11.77	1.03	0.29	8.94	-1.8	-0.99
One Year Return	13.89	6.89	6.67	35.38	13.18	3.73	6.38	24.69	6.45	7.52
Last Dividend Paid	0.18	N/A	N/A	0.21	0.02	0.04	0.06	N/A	N/A	N/A
Price To Earning	19.3	19.08	17.81	13.87	19.3	N/A	N/A	16.52	24.32	N/A
Price To Sales	2.0	1.84	1.22	0.92	2.0	N/A	N/A	0.7	N/A	N/A
Cash Position Weight	4.14	0.43	1.66	0.98	4.14	-0.33	26.27	0.94	-3.45	4.31
Equity Positions Weight	95.86	99.57	96.76	98.83	95.86	N/A	N/A	99.06	-0.05	N/A
Three Year Return	18.51	11.93	8.36	18.56	17.76	3.54	5.61	15.84	3.05	3.44
Annual Yield	9.0E-4	N/A	0.0012	0.0154	N/A	0.0364	0.0458	1.0E-4	0.0437	0.0412
Year To Date Return	2.64	0.0235	4.76	7.92	2.55	1.13	0.77	6.98	0.66	0.29
Bond Positions Weight	N/A	N/A	N/A	N/A	N/A	3.94	68.06	N/A	18.13	93.43
Ten Year Return	11.71	11.43	7.05	4.34	10.93	3.89	3.41	7.54	4.98	4.99
Daily Balance Of Power	0	9.2 T	0	0	0	0	0	0	0	0
Day Typical Price	35.98	124.41	69.21	22.74	33.17	15.03	9.21	14.75	9.37	10.79
Period Momentum Indicator	(0.11)	0.48	(0.36)	(0.02)	(0.10)	(0.02)	(0.01)	(0.01)	(0.02)	(0.02)
Rate Of Daily Change	1.0	1.0	0.99	1.0	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	35.98	124.41	69.21	22.74	33.17	15.03	9.21	14.75	9.37	10.79
Price Action Indicator	(0.06)	0.24	(0.18)	(0.01)	(0.05)	(0.01)	(0.01)	(0.01)	(0.01)	(0.01)
Coefficient Of Variation	731.32	1074.32	482.7	402.21	719.8	689.67	455.63	571.31	1404.77	1549.16
Mean Deviation	0.7689	1.12	0.9515	0.7306	0.7924	0.0695	0.0752	0.9278	0.1487	0.1404
Jensen Alpha	0.2986	0.086	0.1583	0.2842	0.1958	0.0053	0.008	0.1328	(0)	(0)
Total Risk Alpha	0.0293	(0.07)	0.1137	0.141	0.0376	(0.01)	(0.00000208)	0.0671	(0.02)	(0.02)
Sortino Ratio	0.2501	0.1049	0.1942	0.2411	0.298	(0.51)	(0.58)	0.1225	(0.44)	(0.45)
Downside Variance	0.5229	1.72	0.8918	0.5803	0.4957	0.0291	0.0196	1.17	0.0416	0.0425
Standard Deviation	2.08	2.59	1.38	1.15	2.25	0.1123	0.0984	1.35	0.1849	0.1771
Kurtosis	52.64	43.3	9.12	16.42	54.93	5.7	0.1635	5.57	(0.28)	(0.21)
Potential Upside	1.35	1.53	2.4	1.68	1.33	0.2	0.2183	2.14	0.3226	0.2801
Treynor Ratio	(1.05)	0.1489	0.2182	(3.62)	0.2637	0.6096	0.301	0.2268	0.05	0.0226
Maximum Drawdown	17.83	21.32	8.85	8.57	19.33	0.7394	0.4396	8.07	0.7519	0.7442
Variance	4.32	6.7	1.92	1.33	5.08	0.0126	0.0097	1.81	0.0342	0.0314
Market Risk Adjusted Performance	(1.04)	0.1589	0.2282	(3.61)	0.2737	0.6196	0.311	0.2368	0.06	0.0326
Risk Adjusted Performance	0.1146	0.0807	0.1685	0.2002	0.1166	0.0543	0.1034	0.1428	0.0236	0.0164
Skewness	6.87	5.93	2.08	2.92	7.09	(0.20)	(0.01)	1.41	(0.1)	(0.27)
Semi Deviation	0.2347	0.9301	0.6343	0.356	0.0866	0.0	0.0	0.8286	0.113	0.1183
Information Ratio	0.087	0.0531	0.1325	0.1591	0.0931	(0.78)	(0.83)	0.0983	(0.49)	(0.52)
Value At Risk	(1.15)	(2.25)	(1.35)	(1.22)	(1.15)	(0.13)	(0.11)	(1.81)	(0.22)	(0.28)
Expected Short fall	(0.99)	(1.23)	(1.16)	(0.90)	(1.03)	(0.11)	(0.13)	(1.10)	(0.19)	(0.18)
Downside Deviation	0.7231	1.31	0.9443	0.7618	0.7041	0.1707	0.1401	1.08	0.204	0.2061
Semi Variance	0.0551	0.8651	0.4023	0.1268	0.0075	(0.01)	(0.02)	0.6866	0.0128	0.014

Clearbridge Appreciation Competition Performance Charts

Five steps to successful analysis of Clearbridge Appreciation Competition

Clearbridge Appreciation's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Clearbridge Appreciation in relation to its competition. Clearbridge Appreciation's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Clearbridge Appreciation in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Clearbridge Appreciation's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Clearbridge Appreciation, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Clearbridge Appreciation position

In addition to having Clearbridge Appreciation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Appreciation financial ratios help investors to determine whether Clearbridge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Clearbridge with respect to the benefits of owning Clearbridge Appreciation security.

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