Clearbridge Energy Mlp Fund Manager Performance Evaluation
| EMO Fund | USD 48.81 0.98 1.97% |
The fund shows a Beta (market volatility) of 0.67, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Energy is expected to be smaller as well.
Risk-Adjusted Performance
25 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Energy Mlp are ranked lower than 25 (%) of all funds and portfolios of funds over the last 90 days. In spite of very uncertain primary indicators, Clearbridge Energy displayed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | ClearBridge Energy Midstream Opportunity Fund Completes Mergers - citybiz | 09/09/2024 |
2 | ClearBridge Energy Midstream Opportunity Fund Inc. Announces Change in Portfolio Management Team - StockTitan | 09/26/2024 |
3 | EMO Very Attractive Portfolio, Albeit With Some Risk - Seeking Alpha | 10/31/2024 |
4 | Objective longshort Report - Stock Traders Daily | 11/22/2024 |
| Expense Ratio | 1.7800 |
Clearbridge |
Clearbridge Energy Relative Risk vs. Return Landscape
If you would invest 3,897 in Clearbridge Energy Mlp on August 28, 2024 and sell it today you would earn a total of 984.00 from holding Clearbridge Energy Mlp or generate 25.25% return on investment over 90 days. Clearbridge Energy Mlp is generating 0.3641% of daily returns assuming volatility of 1.1165% on return distribution over 90 days investment horizon. In other words, 9% of funds are less volatile than Clearbridge, and above 93% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Clearbridge Energy Current Valuation
Undervalued
Today
Please note that Clearbridge Energy's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clearbridge Energy Mlp shows a prevailing Real Value of $51.76 per share. The current price of the fund is $48.81. We determine the value of Clearbridge Energy Mlp from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Since Clearbridge Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Fund. However, Clearbridge Energy'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 48.81 | Real 51.76 | Hype 48.59 |
The intrinsic value of Clearbridge Energy'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 Energy'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 Energy Mlp helps investors to forecast how Clearbridge 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 Energy more accurately as focusing exclusively on Clearbridge Energy's fundamentals will not take into account other important factors: Clearbridge Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Energy's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Clearbridge Energy Mlp, and traders can use it to determine the average amount a Clearbridge Energy'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 = 0.3261
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | EMO | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.36 actual daily | 7 93% of assets have higher returns |
Risk-Adjusted Return
| 0.33 actual daily | 25 75% of assets perform better |
Based on monthly moving average Clearbridge Energy is performing at about 25% 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 Energy by adding it to a well-diversified portfolio.
Clearbridge Energy Fundamentals Growth
Clearbridge Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Energy, and Clearbridge Energy 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 Fund performance.
| Shares Outstanding | 13.31 M | ||||
| Price To Earning | 2.56 X | ||||
| Earnings Per Share | 11.60 X | ||||
About Clearbridge Energy Performance
By examining Clearbridge Energy's fundamental ratios, stakeholders can obtain critical insights into Clearbridge Energy's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Clearbridge Energy is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
ClearBridge Energy MLP Opportunity Fund Inc. is a closed ended equity mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. It is co-managed by ClearBridge Investments, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating in the energy sector. The fund primarily invests in equity securities of MLPs with operations in crude oil, natural gas liquids, and refined products infrastructure. It seeks to invest in companies with long-lived assets, predictable cash flows, and relatively low direct commodity exposure to create its portfolio. ClearBridge Energy MLP Opportunity Fund Inc. was formed on April 5, 2011 and is domiciled in the United States.Things to note about Clearbridge Energy Mlp performance evaluation
Checking the ongoing alerts about Clearbridge Energy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Clearbridge Energy Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Objective longshort Report - Stock Traders Daily |
- Analyzing Clearbridge Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Energy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Energy's fund. These opinions can provide insight into Clearbridge Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Fund
Clearbridge Energy financial ratios help investors to determine whether Clearbridge 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 Energy security.
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