Clearbridge Large Last Dividend Paid vs. Year To Date Return

SINOX Fund  USD 44.70  0.30  0.67%   
Based on the measurements of profitability obtained from Clearbridge Large's financial statements, Clearbridge Large Cap may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Clearbridge Large's ability to earn profits and add value for shareholders.
For Clearbridge Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Clearbridge Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Clearbridge Large Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Clearbridge Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Clearbridge Large Cap over time as well as its relative position and ranking within its peers.
  
Check out World Market Map.
Please note, there is a significant difference between Clearbridge Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearbridge Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearbridge Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Clearbridge Large Cap Year To Date Return vs. Last Dividend Paid Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Large's current stock value. Our valuation model uses many indicators to compare Clearbridge Large value to that of its competitors to determine the firm's financial worth.
Clearbridge Large Cap is rated top fund in last dividend paid among similar funds. It also is rated top fund in year to date return among similar funds creating about  1,589  of Year To Date Return per Last Dividend Paid. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge Large's earnings, one of the primary drivers of an investment's value.

Clearbridge Year To Date Return vs. Last Dividend Paid

Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.

Clearbridge Large

Last Dividend

 = 

Last Profit Distribution Amount

Total Shares

 = 
0.01
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

Clearbridge Large

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
15.89 %
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

Clearbridge Year To Date Return Comparison

Clearbridge Large is currently under evaluation in year to date return among similar funds.

Clearbridge Large Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Clearbridge Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Clearbridge Large will eventually generate negative long term returns. The profitability progress is the general direction of Clearbridge Large's change in net profit over the period of time. It can combine multiple indicators of Clearbridge Large, 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.
The fund normally invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.

Clearbridge Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Clearbridge Large. 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 Clearbridge Large 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 Clearbridge Large's important profitability drivers and their relationship over time.

Use Clearbridge Large 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 Clearbridge Large 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 Clearbridge Large will appreciate offsetting losses from the drop in the long position's value.

Clearbridge Large Pair Trading

Clearbridge Large Cap Pair Trading Analysis

The ability to find closely correlated positions to Clearbridge Large could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clearbridge Large 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 Clearbridge Large - 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 Clearbridge Large Cap to buy it.
The correlation of Clearbridge Large 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 Clearbridge Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clearbridge Large Cap 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 Clearbridge Large 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.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Clearbridge Large position

In addition to having Clearbridge Large 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?

Run Beer and Liquor Thematic Idea Now

Beer and Liquor
Beer and Liquor Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Beer and Liquor theme has 32 constituents at this time.
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 Beer and Liquor Theme or any other thematic opportunities.
View All  Next Launch

Other Information on Investing in Clearbridge Mutual Fund

To fully project Clearbridge Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Clearbridge Large Cap 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 Clearbridge Large's income statement, its balance sheet, and the statement of cash flows.
Potential Clearbridge Large investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Clearbridge Large investors may work on each financial statement separately, they are all related. The changes in Clearbridge Large's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Clearbridge Large's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
Competition Analyzer
Analyze and compare many basic indicators for a group of related or unrelated entities
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Insider Screener
Find insiders across different sectors to evaluate their impact on performance
Content Syndication
Quickly integrate customizable finance content to your own investment portal