Clearbridge Mid Cap Fund Market Value
| LBGAX Fund | USD 41.03 0.91 2.17% |
| Symbol | Clearbridge |
Clearbridge Mid 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Clearbridge Mid's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Clearbridge Mid.
| 11/04/2025 |
| 02/02/2026 |
If you would invest 0.00 in Clearbridge Mid on November 4, 2025 and sell it all today you would earn a total of 0.00 from holding Clearbridge Mid Cap or generate 0.0% return on investment in Clearbridge Mid over 90 days. Clearbridge Mid is related to or competes with Fidelity Sai, Putnam Convertible, Rational/pier, Calamos Dynamic, and Columbia Convertible. Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purpo... More
Clearbridge Mid Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Clearbridge Mid's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Clearbridge Mid Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.07 | |||
| Information Ratio | 0.0319 | |||
| Maximum Drawdown | 10.07 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 1.65 |
Clearbridge Mid Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Mid's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clearbridge Mid's standard deviation. In reality, there are many statistical measures that can use Clearbridge Mid historical prices to predict the future Clearbridge Mid's volatility.| Risk Adjusted Performance | 0.0571 | |||
| Jensen Alpha | 0.0307 | |||
| Total Risk Alpha | 0.0025 | |||
| Sortino Ratio | 0.0421 | |||
| Treynor Ratio | 0.0691 |
Clearbridge Mid February 2, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0571 | |||
| Market Risk Adjusted Performance | 0.0791 | |||
| Mean Deviation | 0.9047 | |||
| Semi Deviation | 0.9343 | |||
| Downside Deviation | 1.07 | |||
| Coefficient Of Variation | 1402.79 | |||
| Standard Deviation | 1.41 | |||
| Variance | 2.0 | |||
| Information Ratio | 0.0319 | |||
| Jensen Alpha | 0.0307 | |||
| Total Risk Alpha | 0.0025 | |||
| Sortino Ratio | 0.0421 | |||
| Treynor Ratio | 0.0691 | |||
| Maximum Drawdown | 10.07 | |||
| Value At Risk | (2.04) | |||
| Potential Upside | 1.65 | |||
| Downside Variance | 1.14 | |||
| Semi Variance | 0.8728 | |||
| Expected Short fall | (1.05) | |||
| Skewness | 2.63 | |||
| Kurtosis | 14.72 |
Clearbridge Mid Cap Backtested Returns
At this stage we consider Clearbridge Mutual Fund to be very steady. Clearbridge Mid Cap secures Sharpe Ratio (or Efficiency) of 0.0713, which signifies that the fund had a 0.0713 % return per unit of standard deviation over the last 3 months. We have found twenty-seven technical indicators for Clearbridge Mid Cap, which you can use to evaluate the volatility of the entity. Please confirm Clearbridge Mid's risk adjusted performance of 0.0571, and Mean Deviation of 0.9047 to double-check if the risk estimate we provide is consistent with the expected return of 0.1%. The fund shows a Beta (market volatility) of 1.32, 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 Mid will likely underperform.
Auto-correlation | -0.36 |
Poor reverse predictability
Clearbridge Mid Cap has poor reverse predictability. Overlapping area represents the amount of predictability between Clearbridge Mid time series from 4th of November 2025 to 19th of December 2025 and 19th of December 2025 to 2nd of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Clearbridge Mid Cap price movement. The serial correlation of -0.36 indicates that just about 36.0% of current Clearbridge Mid price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.36 | |
| Spearman Rank Test | 0.05 | |
| Residual Average | 0.0 | |
| Price Variance | 0.31 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Mid 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 Mid security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Stocks Directory Find actively traded stocks across global markets | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |