Clearbridge Small Cap Fund Market Value

LISGX Fund  USD 69.83  1.60  2.24%   
Clearbridge Small's market value is the price at which a share of Clearbridge Small trades on a public exchange. It measures the collective expectations of Clearbridge Small Cap investors about its performance. Clearbridge Small is trading at 69.83 as of the 22nd of February 2025; that is 2.24 percent down since the beginning of the trading day. The fund's open price was 71.43.
With this module, you can estimate the performance of a buy and hold strategy of Clearbridge Small Cap and determine expected loss or profit from investing in Clearbridge Small over a given investment horizon. Check out Clearbridge Small Correlation, Clearbridge Small Volatility and Clearbridge Small Alpha and Beta module to complement your research on Clearbridge Small.
Symbol

Please note, there is a significant difference between Clearbridge Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearbridge Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearbridge Small'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.

Clearbridge Small '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 Small'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 Small.
0.00
04/28/2024
No Change 0.00  0.0 
In 9 months and 27 days
02/22/2025
0.00
If you would invest  0.00  in Clearbridge Small on April 28, 2024 and sell it all today you would earn a total of 0.00 from holding Clearbridge Small Cap or generate 0.0% return on investment in Clearbridge Small over 300 days. Clearbridge Small is related to or competes with American Century, Dreyfus Global, Tiaa-cref Real, Real Estate, T Rowe, and Fidelity Real. Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purpos... More

Clearbridge Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.

Clearbridge Small Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clearbridge Small's standard deviation. In reality, there are many statistical measures that can use Clearbridge Small historical prices to predict the future Clearbridge Small's volatility.
Hype
Prediction
LowEstimatedHigh
68.7969.8370.87
Details
Intrinsic
Valuation
LowRealHigh
69.7070.7471.78
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Clearbridge Small. Your research has to be compared to or analyzed against Clearbridge Small's peers to derive any actionable benefits. When done correctly, Clearbridge Small's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Clearbridge Small Cap.

Clearbridge Small Cap Backtested Returns

Clearbridge Small Cap secures Sharpe Ratio (or Efficiency) of -0.17, which signifies that the fund had a -0.17 % return per unit of standard deviation over the last 3 months. Clearbridge Small Cap exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Clearbridge Small's mean deviation of 0.7685, and Risk Adjusted Performance of (0.05) to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.13, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Clearbridge Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Small is expected to be smaller as well.

Auto-correlation

    
  -0.27  

Weak reverse predictability

Clearbridge Small Cap has weak reverse predictability. Overlapping area represents the amount of predictability between Clearbridge Small time series from 28th of April 2024 to 25th of September 2024 and 25th of September 2024 to 22nd of February 2025. 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 Small Cap price movement. The serial correlation of -0.27 indicates that nearly 27.0% of current Clearbridge Small price fluctuation can be explain by its past prices.
Correlation Coefficient-0.27
Spearman Rank Test0.11
Residual Average0.0
Price Variance6.23
Clearbridge ReturnsClearbridge Lagged ReturnsDiversified AwayClearbridge ReturnsClearbridge Lagged ReturnsDiversified Away100%

Clearbridge Small Cap lagged returns against current returns

Autocorrelation, which is Clearbridge Small mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Clearbridge Small's mutual fund expected returns. We can calculate the autocorrelation of Clearbridge Small returns to help us make a trade decision. For example, suppose you find that Clearbridge Small has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
JavaScript chart by amCharts 3.21.15OctNovDec2025Feb-4%-2%0%2%4%6%8%10%12% 1
JavaScript chart by amCharts 3.21.15Volume Lagged Volume Prices Lagged Prices
       Timeline  

Clearbridge Small regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Clearbridge Small mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Clearbridge Small mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Clearbridge Small mutual fund over time.
   Current vs Lagged Prices   
JavaScript chart by amCharts 3.21.15OctNovDec2025Feb6566676869707172
JavaScript chart by amCharts 3.21.15Regression Prices Lagged Regression Prices
       Timeline  

Clearbridge Small Lagged Returns

When evaluating Clearbridge Small's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Clearbridge Small mutual fund have on its future price. Clearbridge Small autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Clearbridge Small autocorrelation shows the relationship between Clearbridge Small mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Clearbridge Small Cap.
   Regressed Prices   
JavaScript chart by amCharts 3.21.15MayJulSepNov20256466687072747678
JavaScript chart by amCharts 3.21.15Lagged Returns Returns
       Timeline  

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 Small 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 Small security.
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