Clearbridge Variable Appreciation Fund Manager Performance Evaluation
| CVAPX Fund | USD 70.87 0.24 0.34% |
The fund shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Variable's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Variable is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Variable Appreciation are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Clearbridge Variable is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0400 |
Clearbridge |
Clearbridge Variable Relative Risk vs. Return Landscape
If you would invest 6,721 in Clearbridge Variable Appreciation on August 25, 2024 and sell it today you would earn a total of 366.00 from holding Clearbridge Variable Appreciation or generate 5.45% return on investment over 90 days. Clearbridge Variable Appreciation is currently producing 0.0854% returns and takes up 0.7176% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Clearbridge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Variable Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Variable's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Variable Appreciation, and traders can use it to determine the average amount a Clearbridge Variable's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.119
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Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Clearbridge Variable is performing at about 9% 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 Variable by adding it to a well-diversified portfolio.
About Clearbridge Variable Performance
Evaluating Clearbridge Variable's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Variable has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Clearbridge Variable has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Things to note about Clearbridge Variable performance evaluation
Checking the ongoing alerts about Clearbridge Variable for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Variable help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Variable's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Variable's mutual fund performance include:- Analyzing Clearbridge Variable's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Clearbridge Variable's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Variable's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Clearbridge Variable's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Variable's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Variable's mutual fund. These opinions can provide insight into Clearbridge Variable's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Variable 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 Variable security.
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