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.
...more
1
ClearBridge Energy MLP Strategy Q4 2024 Commentary - Seeking Alpha
03/07/2025
Expense Ratio6.4200
  

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  
Assuming the 90 days horizon Clearbridge Energy is expected to generate 1.64 times more return on investment than the market. However, the company is 1.64 times more volatile than its market benchmark. It trades about 0.08 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly -0.02 per unit of 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 PortfolioBest Equity
Good Returns
Average Returns
Small Returns
CashSmall RiskXEMOXHigh RiskHuge 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.
Evaluating Clearbridge Energy's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Energy's mutual fund performance include:
  • 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.
It's essential to remember that evaluating Clearbridge Energy's mutual fund performance is not an exact science, and many factors can impact Clearbridge Energy's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

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.
Piotroski F Score
Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals
Price Ceiling Movement
Calculate and plot Price Ceiling Movement for different equity instruments
Options Analysis
Analyze and evaluate options and option chains as a potential hedge for your portfolios
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk