Clearbridge Dividend Strategy Fund Manager Performance Evaluation
| SOPYX Fund | USD 34.66 0.10 0.29% |
The fund shows a Beta (market volatility) of 0.73, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Dividend is expected to be smaller as well.
Risk-Adjusted Performance
15 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Dividend Strategy are ranked lower than 15 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Dividend may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more1 | Fund Files ClearBridge PM to retire, First Trust launches buffer ETF - Citywire Professional Buyer | 09/26/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.7400 |
Clearbridge |
Clearbridge Dividend Relative Risk vs. Return Landscape
If you would invest 3,212 in Clearbridge Dividend Strategy on September 2, 2024 and sell it today you would earn a total of 254.00 from holding Clearbridge Dividend Strategy or generate 7.91% return on investment over 90 days. Clearbridge Dividend Strategy is currently producing 0.1208% returns and takes up 0.604% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Clearbridge, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Dividend Current Valuation
Fairly Valued
Today
Please note that Clearbridge Dividend's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Dividend shows a prevailing Real Value of $34.27 per share. The current price of the fund is $34.66. We determine the value of Clearbridge Dividend 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 Dividend is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Dividend'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 34.66 | Real 34.27 | Hype 34.67 | Naive 34.88 |
The intrinsic value of Clearbridge Dividend'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 Dividend'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 Dividend Strategy 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 Dividend more accurately as focusing exclusively on Clearbridge Dividend's fundamentals will not take into account other important factors: Clearbridge Dividend Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Dividend's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Dividend Strategy, and traders can use it to determine the average amount a Clearbridge Dividend'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 = 0.2
| Best Portfolio | Best Equity | |||
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| Cash | SOPYX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.6 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.2 actual daily | 15 85% of assets perform better |
Based on monthly moving average Clearbridge Dividend is performing at about 15% 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 Dividend by adding it to a well-diversified portfolio.
Clearbridge Dividend Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Dividend, and Clearbridge Dividend 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 | 19.29 X | ||||
| Price To Book | 2.91 X | ||||
| Price To Sales | 1.97 X | ||||
| Total Asset | 1.03 B | ||||
About Clearbridge Dividend Performance
Evaluating Clearbridge Dividend's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Dividend 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 Dividend 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 circumstances, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics that pay dividends or are expected to initiate their dividends over time. It invests primarily in common stocks. The fund may invest up to 50 percent of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.Things to note about Clearbridge Dividend performance evaluation
Checking the ongoing alerts about Clearbridge Dividend for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Dividend's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Dividend's mutual fund performance include:- Analyzing Clearbridge Dividend'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 Dividend's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Dividend'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 Dividend's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Dividend's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Dividend's mutual fund. These opinions can provide insight into Clearbridge Dividend's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Dividend 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 Dividend security.
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