Clearbridge Aggressive Growth Fund Manager Performance Evaluation
| SAGCX Fund | USD 34.30 0.22 0.65% |
The fund shows a Beta (market volatility) of 0.71, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Aggressive is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Clearbridge Aggressive Growth 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 fundamental indicators remain fairly strong which may send shares a bit higher in March 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio | 1.8500 |
Clearbridge |
Clearbridge Aggressive Relative Risk vs. Return Landscape
If you would invest 5,050 in Clearbridge Aggressive Growth on November 1, 2024 and sell it today you would lose (1,642) from holding Clearbridge Aggressive Growth or give up 32.51% of portfolio value over 90 days. Clearbridge Aggressive Growth is currently producing negative expected returns and takes up 5.0123% volatility of returns over 90 trading days. Put another way, 44% 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 Aggressive Current Valuation
Undervalued
Today
Please note that Clearbridge Aggressive's price fluctuation is not too volatile at this time. At this time, the entity appears to be undervalued. Clearbridge Aggressive shows a prevailing Real Value of $36.49 per share. The current price of the fund is $34.3. We determine the value of Clearbridge Aggressive 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 Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Aggressive'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 34.3 | Real 36.49 | Hype 34.08 | Naive 29.74 |
The intrinsic value of Clearbridge Aggressive'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 Aggressive'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 Aggressive Growth 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 Aggressive more accurately as focusing exclusively on Clearbridge Aggressive's fundamentals will not take into account other important factors: Clearbridge Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Aggressive Growth, and traders can use it to determine the average amount a Clearbridge Aggressive'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 = -0.0999
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SAGCX |
Estimated Market Risk
| 5.01 actual daily | 44 56% of assets are more volatile |
Expected Return
| -0.5 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.1 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Clearbridge Aggressive 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 Aggressive by adding Clearbridge Aggressive to a well-diversified portfolio.
Clearbridge Aggressive Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Aggressive, and Clearbridge Aggressive 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 | 19.08 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.84 X | ||||
| Total Asset | 4.41 B | ||||
About Clearbridge Aggressive Performance
Evaluating Clearbridge Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Aggressive 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 Aggressive 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 common stocks of companies the portfolio managers believe are experiencing, or will experience, growth in earnings exceeding the average rate of earnings growth of the companies which comprise the SP 500 Index. It may invest in the securities of large, well-known companies offering prospects of long-term earnings growth. The fund may invest up to 25 percent of its net assets in foreign securities.Things to note about Clearbridge Aggressive performance evaluation
Checking the ongoing alerts about Clearbridge Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Aggressive help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clearbridge Aggressive generated a negative expected return over the last 90 days | |
| Clearbridge Aggressive has high historical volatility and very poor performance | |
| The fund maintains 99.57% of its assets in stocks |
- Analyzing Clearbridge Aggressive'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 Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Aggressive'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 Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Aggressive's mutual fund. These opinions can provide insight into Clearbridge Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Aggressive 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 Aggressive security.
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