Clearbridge Energy Mlp Fund Manager Performance Evaluation
| XEMOX Fund | USD 52.84 0.41 0.77% |
The fund shows a Beta (market volatility) of 0.63, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Energy's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Energy is expected to be smaller as well.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Energy Mlp are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Clearbridge Energy may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more1 | ClearBridge Energy MLP Strategy Q4 2024 Commentary - Seeking Alpha | 03/07/2025 |
| Expense Ratio | 6.4200 |
Clearbridge |
Clearbridge Energy Relative Risk vs. Return Landscape
If you would invest 4,957 in Clearbridge Energy Mlp on December 18, 2024 and sell it today you would earn a total of 327.00 from holding Clearbridge Energy Mlp or generate 6.6% return on investment over 90 days. Clearbridge Energy Mlp is currently producing 0.118% returns and takes up 1.4006% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Clearbridge, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Energy's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Energy Mlp, and traders can use it to determine the average amount a Clearbridge Energy'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 = 0.0843
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | XEMOX | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.4 actual daily | 12 88% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Clearbridge Energy is performing at about 6% 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 Clearbridge Energy by adding it to a well-diversified portfolio.
Clearbridge Energy Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Energy, and Clearbridge Energy 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.
About Clearbridge Energy Performance
Evaluating Clearbridge Energy's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge Energy 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 Energy 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.
Clearbridge Energy is entity of United States. It is traded as Fund on NMFQS exchange.Things to note about Clearbridge Energy Mlp performance evaluation
Checking the ongoing alerts about Clearbridge Energy for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Energy Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: ClearBridge Energy MLP Strategy Q4 2024 Commentary - Seeking Alpha |
- Analyzing Clearbridge Energy'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 Energy's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Energy'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 Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Energy's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Energy's mutual fund. These opinions can provide insight into Clearbridge Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge Energy 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 Energy security.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
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