Clearbridge Value Trust Fund Price on August 30, 2024
| LMVFX Fund | USD 136.59 0.28 0.20% |
Below is the normalized historical share price chart for Clearbridge Value Trust extending back to June 10, 1999. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Clearbridge Value stands at 136.59, as last reported on the 27th of November, with the highest price reaching 136.59 and the lowest price hitting 136.59 during the day.
If you're considering investing in Clearbridge Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Clearbridge Mutual Fund to be very steady. Clearbridge Value Trust secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the fund had a 0.19% return per unit of standard deviation over the last 3 months. We have found twenty-eight technical indicators for Clearbridge Value Trust, which you can use to evaluate the volatility of the entity. Please confirm Clearbridge Value's risk adjusted performance of 0.1431, and Mean Deviation of 0.5812 to double-check if the risk estimate we provide is consistent with the expected return of 0.16%.
Clearbridge Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Clearbridge |
Sharpe Ratio = 0.1923
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Estimated Market Risk
| 0.82 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 15 85% of assets perform better |
Based on monthly moving average Clearbridge Value is performing at about 15% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Clearbridge Value by adding it to a well-diversified portfolio.
Clearbridge Value Valuation on August 30, 2024
It is possible to determine the worth of Clearbridge Value on a given historical date. On August 30, 2024 Clearbridge was worth 124.69 at the beginning of the trading date compared to the closed value of 124.69. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Clearbridge Value mutual fund. Still, in general, we apply an absolute valuation method to find Clearbridge Value's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Clearbridge Value where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Clearbridge Value's related companies.
| Open | High | Low | Close | Volume | |
| 123.70 | 123.70 | 123.70 | 123.70 | 1.00 | |
08/30/2024 | 124.69 | 124.69 | 124.69 | 124.69 | 1.00 |
| 122.04 | 122.04 | 122.04 | 122.04 | 1.00 |
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Clearbridge Value Trading Date Momentum on August 30, 2024
| On September 03 2024 Clearbridge Value Trust was traded for 122.04 at the closing time. The highest daily price throughout the period was 122.04 and the lowest price was 122.04 . There was no trading activity during the period 1.0. Lack of trading volume on 09/03/2024 added to the next day price reduction. The trading delta at closing time to closing price of the next trading day was 2.13% . The overall trading delta to current closing price is 3.53% . |
Clearbridge Value Trust Fundamentals Correlations and Trends
By evaluating Clearbridge Value's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Clearbridge Value's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Clearbridge financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Clearbridge Value Mutual Fund history
Clearbridge Value investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Clearbridge is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Clearbridge Value Trust will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Clearbridge Value stock prices may prove useful in developing a viable investing in Clearbridge Value
The fund invests primarily in equity securities that, in the portfolio managers opinion, offer the potential for capital growth. It generally invests in companies with market capitalizations greater than 5 billion, but may invest in companies of any size.
Clearbridge Value Mutual Fund Technical Analysis
Clearbridge Value technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Clearbridge Value Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Clearbridge Value Trust cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Clearbridge Value November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Clearbridge Value mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Clearbridge Value shares will generate the highest return on investment. By undertsting and applying Clearbridge Value mutual fund market strength indicators, traders can identify Clearbridge Value Trust entry and exit signals to maximize returns
Clearbridge Value Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Clearbridge Value's price direction in advance. Along with the technical and fundamental analysis of Clearbridge Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Clearbridge to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1431 | |||
| Jensen Alpha | 0.0256 | |||
| Total Risk Alpha | 0.0136 | |||
| Sortino Ratio | 0.0308 | |||
| Treynor Ratio | 0.1469 |
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Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Value 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 Value security.
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| Volatility Analysis Get historical volatility and risk analysis based on latest market data | |
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