Clearbridge Small Cap Fund Manager Performance Evaluation
| LGASX Fund | USD 54.17 2.58 4.55% |
The fund shows a Beta (market volatility) of 1.13, which signifies a somewhat significant risk relative to the market. Clearbridge Small returns are very sensitive to returns on the market. As the market goes up or down, Clearbridge Small is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Clearbridge Small Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in May 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more1 | ClearBridge Small Cap Fund Q4 2024 Commentary - Seeking Alpha | 03/27/2025 |
Clearbridge |
Clearbridge Small Relative Risk vs. Return Landscape
If you would invest 6,483 in Clearbridge Small Cap on January 5, 2025 and sell it today you would lose (1,066) from holding Clearbridge Small Cap or give up 16.44% of portfolio value over 90 days. Clearbridge Small Cap is currently producing negative expected returns and takes up 1.5115% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Clearbridge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Small Current Valuation
Undervalued
Today
Please note that Clearbridge Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clearbridge Small Cap shows a prevailing Real Value of $55.9 per share. The current price of the fund is $54.17. We determine the value of Clearbridge Small Cap from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Since Clearbridge Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Small'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 54.17 | Real 55.9 | Hype 54.15 |
The intrinsic value of Clearbridge Small'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 Small'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 Small Cap helps investors to forecast how Clearbridge mutual 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 Small more accurately as focusing exclusively on Clearbridge Small's fundamentals will not take into account other important factors: Clearbridge Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Small's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Small Cap, and traders can use it to determine the average amount a Clearbridge Small'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 = -0.1838
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LGASX |
Estimated Market Risk
| 1.51 actual daily | 13 87% of assets are more volatile |
Expected Return
| -0.28 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Clearbridge Small is not performing at its full potential. However, 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 Small by adding Clearbridge Small to a well-diversified portfolio.
Clearbridge Small Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Small, and Clearbridge Small 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 Mutual Fund performance.
| Price To Earning | 17.81 X | ||||
| Price To Book | 1.86 X | ||||
| Price To Sales | 1.22 X | ||||
| Total Asset | 876.93 M | ||||
About Clearbridge Small Performance
Evaluating Clearbridge Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Small 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 Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets plus borrowings for investment purposes, if any, in common stocks and other equity securities of small capitalization companies or in other investments that the portfolio managers believe have similar economic characteristics. The adviser does not currently intend to borrow for investment purposes.Things to note about Clearbridge Small Cap performance evaluation
Checking the ongoing alerts about Clearbridge Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clearbridge Small generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: ClearBridge Small Cap Fund Q4 2024 Commentary - Seeking Alpha | |
| The fund generated three year return of -2.0% | |
| Clearbridge Small Cap maintains 96.76% of its assets in stocks |
- Analyzing Clearbridge Small'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 Small's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Small'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 Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Small's mutual fund. These opinions can provide insight into Clearbridge Small's potential for growth and whether the stock is currently undervalued or overvalued.
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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