Legg Mason Bw Fund Manager Performance Evaluation

LBWAX Fund

USD 22.35 0.10 0.45%

For LEGG MASON, absolute and relative returns are mapped against common benchmarks. The stock's expected return over 3 months is -0.0059%, complemented by a 1.34% dividend yield.

Risk-Adjusted Performance

0High

0 · Weak

For the recent 90-day horizon, Legg Mason Bw failed to convert its risk exposure into positive performance. This measure separates raw price movement from actual return efficiency on a risk-adjusted basis. LEGG MASON is delivering weak return efficiency relative to its risk profile, with recent data suggesting continued pressure on shareholder returns. Learn More

Relative Risk vs. Return Landscape

If you had invested $ 2,247 in Legg Mason Bw on February 10, 2026 and sold it today, you would have lost $ 12.00 , a decline of 0.53% over 90 days. Legg Mason Bw is currently producing negative expected returns and carries 0.7272% volatility of returns over 90 trading days. Stated differently, LEGG MASON is more volatile than roughly 94% of traded mutual funds, and LBWAX is outperformed by 99% of traded instruments in expected return over the next 90 trading days.

Expected Return

Risk

This relative risk-return summary evaluates how the instrument behaves against its benchmark. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Based on a 90-day horizon, LBWAX generates 0.79 times more return on investment than the market. Moreover, LBWAX is 1.27 times less risky than the market. Its risk-adjusted efficiency stands at about -0.01% per unit of risk. Dow Jones Industrial is currently generating roughly -0.01% per unit of risk.

Target Price Odds to finish over Current Price

Some market participants monitor whether LEGG MASON Mutual Fund is trading materially away from its historical valuation range. Closed-end funds and specialized market segments can remain disconnected from intrinsic value estimates for extended periods.

Current Price	Horizon	Target Price	Odds moving above the current price in 90 days
22.35	90 days	22.35	about 14.24 %

Based on a normal probability distribution, the odds of LEGG MASON moving above the current price in 90 days from now are about 14.24 %. Over this horizon, the return distribution for this fund has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for LEGG MASON Mutual Fund over the next 90 days).

Based on a 90-day horizon, LEGG MASON has a beta of 0.66. This indicates as returns on the market go up, LEGG MASON's average returns tend to increase less than the benchmark. However, during a bear market, the loss from holding Legg Mason Bw tends to be smaller as well. Additionally, Legg Mason Bw has a negative alpha, implying that risk has not been adequately compensated by returns. LBWAX is significantly underperforming the Dow Jones Industrial.

LEGG MASON Price Density

Price

Predictive Modules for LEGG MASON

Numerous approaches exist for forecasting the fund market and estimating future values of Legg Mason Bw. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making.

Experienced market participants anticipate that LEGG MASON's price will even out over time. Periods when LEGG MASON's deviates significantly from its historical mean may warrant further fundamental analysis.

Sentiment

Range

Low	Sentiment	High
21.62	22.35	23.08

Details

Intrinsic

Valuation

Low	Intrinsic	High
21.47	22.20	22.93

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Naive

Forecast

Low	Next	High
21.77	22.50	23.23

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Bollinger

Band Projection (param)

Lower	Middle Band	Upper
21.78	22.12	22.45

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Competitive analysis for LEGG MASON compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the mutual fund market, and LEGG MASON is no exception. LEGG MASON has experienced periods of rapid price declines followed by equally strong recoveries.

α	Alpha over Dow Jones	-0.0283	Details
β	Beta against Dow Jones	0.66	Details
σ	Overall volatility	0.43	Details
Ir	Information ratio	-0.0479	Details

Investor Alerts and Insights

Automated alerts tied to LEGG MASON flag material changes in fund conditions early. Legg Mason Bw notifications flag important changes in technical indicators, fundamentals, and market conditions.

Legg Mason Bw generated a negative expected return over the last 90 days

LEGG MASON Fundamentals Growth

LEGG MASON Mutual Fund prices reflect investors' perceptions of LEGG MASON's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape LEGG MASON Mutual Fund market performance.

	Price To Earnings TTM	15.68 X
	Price To Book TTM	2.00 X
	Price To Sales TTM	1.38 X
	Total Asset TTM	85.68 M

Performance Metrics & Calculation Methodology

Peer and benchmark comparison for LEGG MASON frames whether NAV returns reflect category leadership or drift. Outperformance relative to the benchmark may reflect exposure tilt, selection effect, or timing.

Legg Mason Bw data is compiled from fund disclosures and market reference feeds and standardized for comparability. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board