Clearbridge Small Cap Fund Manager Performance Evaluation
| LMOIX Fund | USD 45.96 0.63 1.39% |
The fund shows a Beta (market volatility) of 0.2, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clearbridge Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Small is expected to be smaller as well.
Risk-Adjusted Performance
12 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Small Cap are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Clearbridge Small may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more| Expense Ratio | 0.7800 |
Clearbridge |
Clearbridge Small Relative Risk vs. Return Landscape
If you would invest 4,085 in Clearbridge Small Cap on August 28, 2024 and sell it today you would earn a total of 511.00 from holding Clearbridge Small Cap or generate 12.51% return on investment over 90 days. Clearbridge Small Cap is currently producing 0.1948% returns and takes up 1.2404% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Clearbridge, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Small Current Valuation
Fairly Valued
Today
Please note that Clearbridge Small's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Small Cap shows a prevailing Real Value of $45.08 per share. The current price of the fund is $45.96. We determine the value of Clearbridge Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Clearbridge Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Small'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 45.96 | Real 45.08 | Hype 45.96 |
The intrinsic value of Clearbridge Small'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 Clearbridge Small'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 Clearbridge Small Cap helps investors to forecast how Clearbridge 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 Clearbridge Small more accurately as focusing exclusively on Clearbridge Small's fundamentals will not take into account other important factors: Clearbridge Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Small Cap, and traders can use it to determine the average amount a Clearbridge Small'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 = 0.157
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | LMOIX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.24 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.19 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Clearbridge Small 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 Clearbridge Small by adding it to a well-diversified portfolio.
Clearbridge Small Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Small, and Clearbridge Small 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 Clearbridge Mutual Fund performance.
| Price To Earning | 27.89 X | ||||
| Price To Book | 3.06 X | ||||
| Price To Sales | 1.47 X | ||||
| Total Asset | 3.95 B | ||||
About Clearbridge Small Performance
Evaluating Clearbridge Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Small 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 Small 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 assets in equity securities of companies with small market capitalizations and related investments. The portfolio managers use a growth-oriented investment style that emphasizes small U.S. companies.Things to note about Clearbridge Small Cap performance evaluation
Checking the ongoing alerts about Clearbridge Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Small Cap 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 three year return of -4.0% | |
| Clearbridge Small Cap maintains 99.1% of its assets in stocks |
- Analyzing Clearbridge Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Small's mutual fund. These opinions can provide insight into Clearbridge Small's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Small 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 Small security.
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