Clearbridge Sustainability Financial Statements From 2010 to 2024
| LCILX Fund | USD 28.21 0.16 0.57% |
Check Clearbridge Sustainability financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clearbridge Sustainability'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 Sustainability Valuation or Volatility modules.
Clearbridge |
Clearbridge Sustainability Mutual Fund Year To Date Return Analysis
Clearbridge Sustainability's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
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YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Clearbridge Sustainability Year To Date Return | 17.25 % |
Most of Clearbridge Sustainability's fundamental indicators, such as Year To Date 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 Sustainability is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Clearbridge Sustainability has a Year To Date Return of 17.2486%. This is much higher than that of the Legg Mason family and significantly higher than that of the Large Blend category. The year to date return for all United States funds is notably lower than that of the firm.
Clearbridge Sustainability Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Sustainability's current stock value. Our valuation model uses many indicators to compare Clearbridge Sustainability value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge Sustainability competition to find correlations between indicators driving Clearbridge Sustainability's intrinsic value. More Info.Clearbridge Sustainability is rated fifth overall fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 2,574 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge Sustainability's earnings, one of the primary drivers of an investment's value.About Clearbridge Sustainability Financial Statements
Clearbridge Sustainability investors use historical fundamental indicators, such as Clearbridge Sustainability's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Clearbridge Sustainability. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainabilityenvironmental, social and governance criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in sustainability and ESG policies. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Sustainability 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 Sustainability security.
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