Clearbridge Large Cap Etf Performance
| LRGE Etf | USD 76.37 0.16 0.21% |
The etf shows a Beta (market volatility) of 0.81, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, ClearBridge Large's returns are expected to increase less than the market. However, during the bear market, the loss of holding ClearBridge Large is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in ClearBridge Large Cap are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of rather abnormal technical and fundamental indicators, ClearBridge Large may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
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| In Threey Sharp Ratio | 0.26 |
ClearBridge |
ClearBridge Large Relative Risk vs. Return Landscape
If you would invest 7,165 in ClearBridge Large Cap on August 27, 2024 and sell it today you would earn a total of 472.00 from holding ClearBridge Large Cap or generate 6.59% return on investment over 90 days. ClearBridge Large Cap is currently generating 0.1035% in daily expected returns and assumes 0.8788% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than ClearBridge, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
ClearBridge Large Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for ClearBridge Large's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as ClearBridge Large Cap, and traders can use it to determine the average amount a ClearBridge Large'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 = 0.1178
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Estimated Market Risk
| 0.88 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.1 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 Large 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 Large by adding it to a well-diversified portfolio.
ClearBridge Large Fundamentals Growth
ClearBridge Etf prices reflect investors' perceptions of the future prospects and financial health of ClearBridge Large, and ClearBridge Large 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 Etf performance.
| Total Asset | 158.89 M | |||
About ClearBridge Large Performance
By analyzing ClearBridge Large's fundamental ratios, stakeholders can gain valuable insights into ClearBridge Large's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if ClearBridge Large 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 Large has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance criteria. Legg Clearbridge is traded on NASDAQ Exchange in the United States.| Latest headline from thelincolnianonline.com: ClearBridge Energy Midstream Opportunity Fund Inc Plans 0.33 Dividend | |
| The fund maintains 95.48% of its assets in stocks |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in ClearBridge Large Cap. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
The market value of ClearBridge Large Cap is measured differently than its book value, which is the value of ClearBridge that is recorded on the company's balance sheet. Investors also form their own opinion of ClearBridge Large's value that differs from its market value or its book value, called intrinsic value, which is ClearBridge Large's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ClearBridge Large's market value can be influenced by many factors that don't directly affect ClearBridge Large's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ClearBridge Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearBridge Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearBridge Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.