Clearbridge Appreciation Fund Manager Performance Evaluation
| LMESX Fund | USD 38.21 0.13 0.34% |
The fund shows a Beta (market volatility) of 0.8, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Appreciation is expected to be smaller as well.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Appreciation Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Clearbridge Appreciation is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | ClearBridge Appreciation ESG Strategy Q3 2024 Commentary - Seeking Alpha | 10/14/2024 |
| Expense Ratio | 0.5700 |
Clearbridge |
Clearbridge Appreciation Relative Risk vs. Return Landscape
If you would invest 3,619 in Clearbridge Appreciation Fund on August 24, 2024 and sell it today you would earn a total of 189.00 from holding Clearbridge Appreciation Fund or generate 5.22% return on investment over 90 days. Clearbridge Appreciation Fund is currently producing 0.0821% returns and takes up 0.7145% volatility of returns over 90 trading days. Put another way, 6% 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 Appreciation Current Valuation
Fairly Valued
Today
Please note that Clearbridge Appreciation's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Appreciation shows a prevailing Real Value of $37.75 per share. The current price of the fund is $38.21. We determine the value of Clearbridge Appreciation 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 Appreciation is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Appreciation'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 38.21 | Real 37.75 | Hype 38.1 | Naive 37.85 |
The intrinsic value of Clearbridge Appreciation'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 Appreciation'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 Appreciation Fund 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 Appreciation more accurately as focusing exclusively on Clearbridge Appreciation's fundamentals will not take into account other important factors: Clearbridge Appreciation Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Appreciation's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Appreciation Fund, and traders can use it to determine the average amount a Clearbridge Appreciation'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 = 0.1149
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| Cash | LMESX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.71 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 9 91% of assets perform better |
Based on monthly moving average Clearbridge Appreciation is performing at about 9% 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 Appreciation by adding it to a well-diversified portfolio.
Clearbridge Appreciation Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Appreciation, and Clearbridge Appreciation 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 | 19.30 X | |||
| Price To Book | 3.02 X | |||
| Price To Sales | 2.00 X | |||
| Total Asset | 7.94 B | |||
About Clearbridge Appreciation Performance
Evaluating Clearbridge Appreciation's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Appreciation 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 Appreciation 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.
The fund invests primarily in equity securities of U.S. companies. It typically invests in medium and large capitalization companies, but may also invest in small capitalization companies. The fund may invest up to 20 percent of its net assets in the equity securities of foreign issuers.Things to note about Clearbridge Appreciation performance evaluation
Checking the ongoing alerts about Clearbridge Appreciation for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Appreciation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Appreciation's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Appreciation's mutual fund performance include:- Analyzing Clearbridge Appreciation'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 Appreciation's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Appreciation'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 Appreciation's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Appreciation's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Appreciation's mutual fund. These opinions can provide insight into Clearbridge Appreciation's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Appreciation 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 Appreciation security.
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