Clearbridge Appreciation Fund Market Value

LMESX Fund  USD 33.51  0.62  1.89%   
Clearbridge Appreciation's market value is the price at which a share of Clearbridge Appreciation trades on a public exchange. It measures the collective expectations of Clearbridge Appreciation Fund investors about its performance. Clearbridge Appreciation is trading at 33.51 as of the 16th of March 2025; that is 1.89 percent up since the beginning of the trading day. The fund's open price was 32.89.
With this module, you can estimate the performance of a buy and hold strategy of Clearbridge Appreciation Fund and determine expected loss or profit from investing in Clearbridge Appreciation over a given investment horizon. Check out Clearbridge Appreciation Correlation, Clearbridge Appreciation Volatility and Clearbridge Appreciation Alpha and Beta module to complement your research on Clearbridge Appreciation.
Symbol

Please note, there is a significant difference between Clearbridge Appreciation's value and its price as these two are different measures arrived at by different means. Investors typically determine if Clearbridge Appreciation is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Clearbridge Appreciation'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 Appreciation 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Clearbridge Appreciation's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Clearbridge Appreciation.
0.00
12/16/2024
No Change 0.00  0.0 
In 2 months and 31 days
03/16/2025
0.00
If you would invest  0.00  in Clearbridge Appreciation on December 16, 2024 and sell it all today you would earn a total of 0.00 from holding Clearbridge Appreciation Fund or generate 0.0% return on investment in Clearbridge Appreciation over 90 days. Clearbridge Appreciation is related to or competes with Templeton Developing, Doubleline Emerging, Aqr Long-short, Pace International, Franklin Emerging, and Shelton Emerging. The fund invests primarily in equity securities of U.S More

Clearbridge Appreciation Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Clearbridge Appreciation's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Clearbridge Appreciation Fund upside and downside potential and time the market with a certain degree of confidence.

Clearbridge Appreciation Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Appreciation's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Clearbridge Appreciation's standard deviation. In reality, there are many statistical measures that can use Clearbridge Appreciation historical prices to predict the future Clearbridge Appreciation's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Clearbridge Appreciation's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
32.5733.5134.45
Details
Intrinsic
Valuation
LowRealHigh
32.8033.7434.68
Details
Naive
Forecast
LowNextHigh
32.1533.0934.03
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
33.0534.6836.30
Details

Clearbridge Appreciation Backtested Returns

Clearbridge Appreciation secures Sharpe Ratio (or Efficiency) of -0.0988, which signifies that the fund had a -0.0988 % return per unit of standard deviation over the last 3 months. Clearbridge Appreciation Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Clearbridge Appreciation's mean deviation of 0.8564, and Risk Adjusted Performance of (0.13) to double-check the risk estimate we provide. The fund shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge Appreciation's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge Appreciation is expected to be smaller as well.

Auto-correlation

    
  -0.57  

Good reverse predictability

Clearbridge Appreciation Fund has good reverse predictability. Overlapping area represents the amount of predictability between Clearbridge Appreciation time series from 16th of December 2024 to 30th of January 2025 and 30th of January 2025 to 16th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Clearbridge Appreciation price movement. The serial correlation of -0.57 indicates that roughly 57.0% of current Clearbridge Appreciation price fluctuation can be explain by its past prices.
Correlation Coefficient-0.57
Spearman Rank Test-0.22
Residual Average0.0
Price Variance0.79

Clearbridge Appreciation lagged returns against current returns

Autocorrelation, which is Clearbridge Appreciation mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Clearbridge Appreciation's mutual fund expected returns. We can calculate the autocorrelation of Clearbridge Appreciation returns to help us make a trade decision. For example, suppose you find that Clearbridge Appreciation has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Clearbridge Appreciation regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Clearbridge Appreciation mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Clearbridge Appreciation mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Clearbridge Appreciation mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Clearbridge Appreciation Lagged Returns

When evaluating Clearbridge Appreciation's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Clearbridge Appreciation mutual fund have on its future price. Clearbridge Appreciation autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Clearbridge Appreciation autocorrelation shows the relationship between Clearbridge Appreciation mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Clearbridge Appreciation Fund.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Appreciation 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 Appreciation security.
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