Legg Mason Bw Fund Manager Performance Evaluation
| LBISX Fund | USD 23.67 0.17 0.71% |
The fund secures a Beta (Market Risk) of -0.0025, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Legg Mason are expected to decrease at a much lower rate. During the bear market, Legg Mason is likely to outperform the market.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason Bw are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Legg Mason may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7100 |
Legg |
Legg Mason Relative Risk vs. Return Landscape
If you would invest 2,190 in Legg Mason Bw on August 28, 2024 and sell it today you would earn a total of 177.00 from holding Legg Mason Bw or generate 8.08% return on investment over 90 days. Legg Mason Bw is currently producing 0.1247% returns and takes up 0.8128% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Legg, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Legg Mason Current Valuation
Overvalued
Today
Please note that Legg Mason's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Legg Mason Bw secures a last-minute Real Value of $23.16 per share. The latest price of the fund is $23.67. 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 23.67 | Real 23.16 | Hype 23.67 |
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 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Legg Mason's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Legg Mason Bw, and traders can use it to determine the average amount a Legg Mason'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 = 0.1535
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| Cash | LBISX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.81 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Legg Mason is performing at about 12% 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 Legg Mason by adding it to a well-diversified portfolio.
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.
| Price To Earning | 15.68 X | ||||
| Price To Book | 2.00 X | ||||
| Price To Sales | 1.38 X | ||||
| Total Asset | 158.62 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.
The fund normally invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in issuers domiciled, or having their principal activities, in the United States, at the time of investment or other instruments with similar economic characteristics. It invests primarily in equity securities that, in the subadvisers opinion, are undervalued or out of favor. The subadviser expects to hold approximately 175-250 stocks under normal market conditions.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.Evaluating Legg Mason's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Legg Mason's mutual fund performance include:- 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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