Clearbridge All Cap Manager Performance
| SHFVXDelisted Fund | USD 14.09 0.00 0.00% |
The fund shows a Beta (market volatility) of -0.11, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Clearbridge All are expected to decrease at a much lower rate. During the bear market, Clearbridge All is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Clearbridge All Cap has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Clearbridge All is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 30th of January 2023 | |
| Expense Ratio | 1.1500 |
Clearbridge |
Clearbridge All Relative Risk vs. Return Landscape
If you would invest 1,409 in Clearbridge All Cap on September 2, 2024 and sell it today you would earn a total of 0.00 from holding Clearbridge All Cap or generate 0.0% return on investment over 90 days. Clearbridge All Cap is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% 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 All Current Valuation
Overvalued
Today
Please note that Clearbridge All's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Clearbridge All Cap shows a prevailing Real Value of $13.0 per share. The current price of the fund is $14.09. We determine the value of Clearbridge All 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 All is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge All'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 14.09 | Real 13.0 | Hype 14.09 |
The intrinsic value of Clearbridge All'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 All'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 All 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 All more accurately as focusing exclusively on Clearbridge All's fundamentals will not take into account other important factors: Clearbridge All Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge All's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge All Cap, and traders can use it to determine the average amount a Clearbridge All'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 = 0.0
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Based on monthly moving average Clearbridge All 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 All by adding Clearbridge All to a well-diversified portfolio.
Clearbridge All Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge All, and Clearbridge All 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 | 15.38 X | |||
| Price To Book | 1.78 X | |||
| Price To Sales | 1.62 X | |||
| Total Asset | 1.42 B | |||
About Clearbridge All Performance
Evaluating Clearbridge All's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge All 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 All 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 and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. Clearbridge All is traded on NASDAQ Exchange in the United States.Things to note about Clearbridge All Cap performance evaluation
Checking the ongoing alerts about Clearbridge All for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge All Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clearbridge All Cap is not yet fully synchronised with the market data | |
| Clearbridge All Cap has a very high chance of going through financial distress in the upcoming years | |
| The fund maintains 98.23% of its assets in stocks |
- Analyzing Clearbridge All'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 All's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge All'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 All's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge All's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge All's mutual fund. These opinions can provide insight into Clearbridge All's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Other Consideration for investing in Clearbridge Mutual Fund
If you are still planning to invest in Clearbridge All Cap check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Clearbridge All's history and understand the potential risks before investing.
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