Brandywineglobal Annual Yield vs. Five Year Return
| BWG Fund | USD 8.44 0.09 1.08% |
For Brandywineglobal profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Brandywineglobal to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Brandywineglobal Globalome Opportunities utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Brandywineglobal's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Brandywineglobal Globalome Opportunities over time as well as its relative position and ranking within its peers.
Brandywineglobal |
Brandywineglobal Glo Five Year Return vs. Annual Yield Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Brandywineglobal's current stock value. Our valuation model uses many indicators to compare Brandywineglobal value to that of its competitors to determine the firm's financial worth. Brandywineglobal Globalome Opportunities is the top fund in annual yield among similar funds. It also is the top fund in five year return among similar funds reporting about 23.26 of Five Year Return per Annual Yield. Comparative valuation analysis is a catch-all technique that is used if you cannot value Brandywineglobal by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Brandywineglobal Five Year Return vs. Annual Yield
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Brandywineglobal |
| = | 0.01 % |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Brandywineglobal |
| = | 0.13 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Brandywineglobal Five Year Return Comparison
Brandywineglobal is currently under evaluation in five year return among similar funds.
Brandywineglobal Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Brandywineglobal, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Brandywineglobal will eventually generate negative long term returns. The profitability progress is the general direction of Brandywineglobal's change in net profit over the period of time. It can combine multiple indicators of Brandywineglobal, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Legg Mason BW Global Income Opportunities Fund Inc. is a closed ended fixed income mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. The fund is co-managed by Brandywine Global Investment Management, LLC. It invests in fixed income markets. The fund employs fundamental analysis to create its portfolio. Legg Mason BW Global Income Opportunities Fund Inc. was formed on March 28, 2012 and is domiciled in the United States.
Brandywineglobal Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Brandywineglobal. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Brandywineglobal position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Brandywineglobal's important profitability drivers and their relationship over time.
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| Last Dividend Paid vs Five Year Return |
Use Brandywineglobal in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Brandywineglobal position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Brandywineglobal will appreciate offsetting losses from the drop in the long position's value.Brandywineglobal Pair Trading
Brandywineglobal Globalome Opportunities Pair Trading Analysis
The ability to find closely correlated positions to Brandywineglobal could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Brandywineglobal when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Brandywineglobal - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Brandywineglobal Globalome Opportunities to buy it.
The correlation of Brandywineglobal is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Brandywineglobal moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Brandywineglobal Glo moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Brandywineglobal can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Brandywineglobal position
In addition to having Brandywineglobal in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Health Care ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Brandywineglobal Fund
To fully project Brandywineglobal's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Brandywineglobal Glo at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Brandywineglobal's income statement, its balance sheet, and the statement of cash flows.
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