Clearbridge Energy Financial Statements From 2010 to 2026
Clearbridge Energy's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Clearbridge Energy's valuation are provided below:Clearbridge Energy Mlp does not presently have any fundamental signals for analysis.
This module can also supplement various Clearbridge Energy Technical models . Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in persons.
Check Clearbridge Energy financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clearbridge Energy's main balance sheet or income statement drivers, such as , as well as many indicators such as . Clearbridge financial statements analysis is a perfect complement when working with Clearbridge Energy Valuation or Volatility modules.
Clearbridge |
Clearbridge Energy Mlp Fund One Year Return Analysis
Clearbridge Energy's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Clearbridge Energy One Year Return | 36.53 % |
Most of Clearbridge Energy's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Clearbridge Energy Mlp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Clearbridge Energy Mlp has an One Year Return of 36.5273%. This is much higher than that of the Financial Services family and significantly higher than that of the Asset Management category. The one year return for all United States funds is notably lower than that of the firm.
Clearbridge Energy Mlp Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Energy's current stock value. Our valuation model uses many indicators to compare Clearbridge Energy value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge Energy competition to find correlations between indicators driving Clearbridge Energy's intrinsic value. More Info.Clearbridge Energy Mlp is the top fund in beta among similar funds. It also is the top fund in annual yield among similar funds fabricating about 0.05 of Annual Yield per Beta. The ratio of Beta to Annual Yield for Clearbridge Energy Mlp is roughly 18.94 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Clearbridge Energy by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Pair Trading with Clearbridge Energy
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Clearbridge Energy position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Clearbridge Energy will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to CSX could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CSX when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back CSX - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling CSX Corporation to buy it.
The correlation of CSX is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as CSX moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CSX Corporation moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for CSX can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Clearbridge Fund
If you are still planning to invest in Clearbridge Energy Mlp check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Clearbridge Energy's history and understand the potential risks before investing.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios |