Legg Mason Financial Statements From 2010 to 2026
Legg Mason'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 Legg Mason's valuation are provided below:Legg Mason Bw does not presently have any fundamental ratios for analysis.
This module can also supplement various Legg Mason Technical models . Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
Check Legg Mason financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Legg Mason's main balance sheet or income statement drivers, such as , as well as many indicators such as . Legg financial statements analysis is a perfect complement when working with Legg Mason Valuation or Volatility modules.
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Legg Mason Bw Mutual Fund Three Year Return Analysis
Legg Mason's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Legg Mason Three Year Return | (0.19) % |
Most of Legg Mason's fundamental indicators, such as Three 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, Legg Mason Bw is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, Legg Mason Bw has a Three Year Return of -0.19%. This is 102.73% lower than that of the Franklin Templeton Investments family and significantly lower than that of the Nontraditional Bond category. The three year return for all United States funds is notably higher than that of the company.
Legg Mason Bw Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Legg Mason's current stock value. Our valuation model uses many indicators to compare Legg Mason value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Legg Mason competition to find correlations between indicators driving Legg Mason's intrinsic value. More Info.Legg Mason Bw is number one fund in one year return among similar funds. It also is number one fund in three year return among similar funds . 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 Legg Mason's earnings, one of the primary drivers of an investment's value.Also Currently Popular
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.Check out Correlation Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Legg Mutual Fund
If you are still planning to invest in Legg Mason Bw 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 Legg Mason's history and understand the potential risks before investing.
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