Clearbridge Aggressive Growth Fund Manager Performance Evaluation
| LSIFX Fund | USD 135.81 0.15 0.11% |
The fund shows a Beta (market volatility) of 1.55, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Clearbridge Aggressive will likely underperform.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Aggressive Growth are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Clearbridge Aggressive showed solid returns over the last few months and may actually be approaching a breakup point.
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Clearbridge Aggressive Relative Risk vs. Return Landscape
If you would invest 12,141 in Clearbridge Aggressive Growth on October 29, 2025 and sell it today you would earn a total of 1,440 from holding Clearbridge Aggressive Growth or generate 11.86% return on investment over 90 days. Clearbridge Aggressive Growth is currently producing 0.2121% returns and takes up 2.5007% volatility of returns over 90 trading days. Put another way, 22% of traded mutual funds are less volatile than Clearbridge, and 96% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Aggressive Current Valuation
Overvalued
Today
Please note that Clearbridge Aggressive's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Clearbridge Aggressive shows a prevailing Real Value of $118.15 per share. The current price of the fund is $135.81. We determine the value of Clearbridge Aggressive 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 Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Aggressive'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 135.81 | Real 118.15 | Hype 135.81 | Naive 139.57 |
The intrinsic value of Clearbridge Aggressive'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 Aggressive'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 Aggressive Growth 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 Aggressive more accurately as focusing exclusively on Clearbridge Aggressive's fundamentals will not take into account other important factors: Clearbridge Aggressive Target Price Odds to finish over Current Price
The tendency of Clearbridge 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 |
| 135.81 | 90 days | 135.81 | about 19.93 |
Based on a normal probability distribution, the odds of Clearbridge Aggressive to move above the current price in 90 days from now is about 19.93 (This Clearbridge Aggressive Growth probability density function shows the probability of Clearbridge Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.55 . This indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Clearbridge Aggressive will likely underperform. Additionally Clearbridge Aggressive Growth has an alpha of 0.0945, implying that it can generate a 0.0945 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Clearbridge Aggressive Price Density |
| Price |
Predictive Modules for Clearbridge Aggressive
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Clearbridge Aggressive. 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.Clearbridge Aggressive Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Clearbridge Aggressive is not an exception. The market had few large corrections towards the Clearbridge Aggressive'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 Clearbridge Aggressive Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Clearbridge Aggressive within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.09 | |
β | Beta against Dow Jones | 1.55 | |
σ | Overall volatility | 10.58 | |
Ir | Information ratio | 0.05 |
Clearbridge Aggressive 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 Clearbridge Aggressive for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Clearbridge Aggressive can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.Clearbridge Aggressive Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Aggressive, and Clearbridge Aggressive 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 | 19.08 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.84 X | ||||
| Total Asset | 6.64 B | ||||
About Clearbridge Aggressive Performance
Evaluating Clearbridge Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Aggressive 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 Aggressive 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 invests primarily in common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the SP 500 Index. Clearbridge Aggressive is traded on NASDAQ Exchange in the United States.Things to note about Clearbridge Aggressive performance evaluation
Checking the ongoing alerts about Clearbridge Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Aggressive's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Aggressive's mutual fund performance include:- Analyzing Clearbridge Aggressive'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 Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Aggressive'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 Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Aggressive's mutual fund. These opinions can provide insight into Clearbridge Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Aggressive 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 Aggressive security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |