Clearbridge Dividend Strategy Etf Performance
| YLDE Etf | USD 53.26 0.05 0.09% |
The etf shows a Beta (market volatility) of 0.74, 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
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Compared to the overall equity markets, risk-adjusted returns on investments in ClearBridge Dividend Strategy are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating fundamental indicators, ClearBridge Dividend 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 | 0.32 |
ClearBridge |
ClearBridge Dividend Relative Risk vs. Return Landscape
If you would invest 4,937 in ClearBridge Dividend Strategy on August 30, 2024 and sell it today you would earn a total of 389.00 from holding ClearBridge Dividend Strategy or generate 7.88% return on investment over 90 days. ClearBridge Dividend Strategy is currently generating 0.1224% in daily expected returns and assumes 0.6361% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% 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 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 etfs, 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 = 0.1925
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| Cash | YLDE | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.64 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
| 0.19 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 Etf 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 Etf performance.
| Total Asset | 19.01 M | |||
About ClearBridge Dividend Performance
By analyzing ClearBridge Dividend's fundamental ratios, stakeholders can gain valuable insights into ClearBridge Dividend's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
Under normal circumstances, the fund will invest at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance criteria. Legg Clearbridge is traded on NASDAQ Exchange in the United States.| The fund keeps 98.36% of its net assets in stocks |
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in ClearBridge Dividend Strategy. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
The market value of ClearBridge Dividend 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 Dividend's value that differs from its market value or its book value, called intrinsic value, which is ClearBridge Dividend'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 Dividend's market value can be influenced by many factors that don't directly affect ClearBridge Dividend'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 Dividend's value and its price as these two are different measures arrived at by different means. Investors typically determine if ClearBridge Dividend is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ClearBridge Dividend'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.