Legg Mason Partners Fund Manager Performance Evaluation
| QLMAFX Fund | USD 13.11 0.06 0.46% |
The fund secures a Beta (Market Risk) of 0.43, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Legg Mason's returns are expected to increase less than the market. However, during the bear market, the loss of holding Legg Mason is expected to be smaller as well.
Risk-Adjusted Performance
13 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason Partners are ranked lower than 13 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong primary indicators, Legg Mason is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Legg Mason Relative Risk vs. Return Landscape
If you would invest 1,256 in Legg Mason Partners on September 3, 2024 and sell it today you would earn a total of 55.00 from holding Legg Mason Partners or generate 4.38% return on investment over 90 days. Legg Mason Partners is generating 0.0678% of daily returns assuming 0.3989% volatility of returns over the 90 days investment horizon. Simply put, 3% of all funds have less volatile historical return distribution than Legg Mason, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
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Legg Mason Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Legg Mason's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Legg Mason Partners, and traders can use it to determine the average amount a Legg Mason'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 = 0.1699
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| Cash | QLMAFX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.4 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Legg Mason is performing at about 13% 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 Legg Mason by adding it to a well-diversified portfolio.
About Legg Mason Performance
Evaluating Legg Mason's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Legg Mason 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 Legg Mason 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.
Legg Mason is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Legg Mason Partners performance evaluation
Checking the ongoing alerts about Legg Mason for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Legg Mason Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Legg Mason's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Legg Mason's fund performance include:- Analyzing Legg Mason'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 Legg Mason's stock is overvalued or undervalued compared to its peers.
- Examining Legg Mason'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 Legg Mason's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Legg Mason's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Legg Mason's fund. These opinions can provide insight into Legg Mason's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Legg Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |