Legg Mason Bw Fund Manager Performance Evaluation
| GOBAX Fund | USD 9.15 0.07 0.77% |
The fund secures a Beta (Market Risk) of 0.0614, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Legg Mason's returns are expected to increase less than the market. However, during the bear market, the loss of holding Legg Mason is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason Bw are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Legg Mason is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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| Expense Ratio Date | 1st of May 2025 | |
| Expense Ratio | 0.9700 |
Legg |
Legg Mason Relative Risk vs. Return Landscape
If you would invest 888.00 in Legg Mason Bw on October 31, 2025 and sell it today you would earn a total of 27.00 from holding Legg Mason Bw or generate 3.04% return on investment over 90 days. Legg Mason Bw is currently producing 0.0504% returns and takes up 0.2931% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Legg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Legg Mason Current Valuation
Fairly Valued
Today
Please note that Legg Mason's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Legg Mason Bw secures a last-minute Real Value of $9.1 per share. The latest price of the fund is $9.15. We determine the value of Legg Mason Bw from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Legg Mason is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Legg Mutual Fund. However, Legg Mason's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 9.15 | Real 9.1 | Hype 9.15 | Naive 9.2 |
The intrinsic value of Legg Mason's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Legg Mason's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Legg Mason Bw helps investors to forecast how Legg mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Legg Mason more accurately as focusing exclusively on Legg Mason's fundamentals will not take into account other important factors: Legg Mason Target Price Odds to finish over Current Price
The tendency of Legg Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 9.15 | 90 days | 9.15 | near 1 |
Based on a normal probability distribution, the odds of Legg Mason to move above the current price in 90 days from now is near 1 (This Legg Mason Bw probability density function shows the probability of Legg Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Legg Mason has a beta of 0.0614. This usually indicates as returns on the market go up, Legg Mason average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Legg Mason Bw will be expected to be much smaller as well. Additionally Legg Mason Bw has an alpha of 0.025, implying that it can generate a 0.025 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Legg Mason Price Density |
| Price |
Predictive Modules for Legg Mason
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Legg Mason Bw. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Legg Mason Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Legg Mason is not an exception. The market had few large corrections towards the Legg Mason's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Legg Mason Bw, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Legg Mason within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.03 | |
β | Beta against Dow Jones | 0.06 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | -0.12 |
Legg Mason Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Legg Mason for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Legg Mason Bw can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Legg Mason Bw retains about 51.3% of its assets under management (AUM) in fixed income securities |
Legg Mason Fundamentals Growth
Legg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Legg Mason, and Legg Mason fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Legg Mutual Fund performance.
| Total Asset | 119.49 M | |||
About Legg Mason Performance
Evaluating Legg Mason's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Legg Mason 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 Legg Mason 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.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in fixed income securities of issuers located in developed market countries. The fund will invest in both investment grade and below investment grade fixed income securities, and intends to invest less than 35 percent of its net assets in below investment grade fixed income securities . It is non-diversified.Things to note about Legg Mason Bw performance evaluation
Checking the ongoing alerts about Legg Mason for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Legg Mason Bw help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated five year return of -2.0% | |
| Legg Mason Bw retains about 51.3% of its assets under management (AUM) in fixed income securities |
- Analyzing Legg Mason'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 Legg Mason's stock is overvalued or undervalued compared to its peers.
- Examining Legg Mason'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 Legg Mason's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Legg Mason's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Legg Mason's mutual fund. These opinions can provide insight into Legg Mason's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
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