Legg Mason Partners Fund Manager Performance Evaluation
| BGGCX Fund | USD 10.66 0.01 0.09% |
The fund secures a Beta (Market Risk) of 0.0226, which conveys not very significant fluctuations relative to the market. As returns on the market increase, Legg Mason's returns are expected to increase less than the market. However, during the bear market, the loss of holding Legg Mason is expected to be smaller as well.
Risk-Adjusted Performance
3 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason Partners are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Legg Mason is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Legg Mason Relative Risk vs. Return Landscape
If you would invest 1,062 in Legg Mason Partners on October 6, 2024 and sell it today you would earn a total of 4.00 from holding Legg Mason Partners or generate 0.38% return on investment over 90 days. Legg Mason Partners is currently producing 0.006% returns and takes up 0.1213% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Legg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Legg Mason Current Valuation
Fairly Valued
Today
Please note that Legg Mason's price fluctuation is very steady at this time. Legg Mason Partners secures a last-minute Real Value of $10.66 per share. The latest price of the fund is $10.66. Our model forecasts the value of Legg Mason Partners from analyzing the fund technical indicators and probability of bankruptcy. In general, investors recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Since Legg Mason is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Legg Mutual Fund. However, Legg Mason's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 10.66 | Real 10.66 | Hype 10.66 |
The intrinsic value of Legg Mason's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Legg Mason's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Legg Mason Partners helps investors to forecast how Legg mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Legg Mason more accurately as focusing exclusively on Legg Mason's fundamentals will not take into account other important factors: Legg Mason Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Legg Mason's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Legg Mason Partners, and traders can use it to determine the average amount a Legg Mason'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 = 0.0498
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| Negative Returns | BGGCX |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Legg Mason is performing at about 3% 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 Legg Mason by adding it to a well-diversified portfolio.
About Legg Mason Performance
Evaluating Legg Mason's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Legg Mason 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 Legg Mason 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.
The fund normally invests at least 80 percent of its net assets in a diversified portfolio of corporate debt securities including those rated investment grade, below investment grade, or are unrated. It will maintain a dollar-weighted effective duration of less than five years, although it may invest in individual fixed income securities with effective durations in excess of five years. The fund will not typically invest more than 10 percent of its assets in securities rated at or below Caa1 by Moodys, CCC by SPs and CCC by Fitch at time of purchase.Things to note about Legg Mason Partners performance evaluation
Checking the ongoing alerts about Legg Mason for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Legg Mason Partners help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Legg Mason's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Legg Mason's mutual fund performance include:- Analyzing Legg Mason'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 Legg Mason's stock is overvalued or undervalued compared to its peers.
- Examining Legg Mason'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 Legg Mason's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Legg Mason's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Legg Mason's mutual fund. These opinions can provide insight into Legg Mason's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
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