Legg Mason Partners Fund Manager Performance Evaluation
| QLMGTX Fund | USD 13.82 0.08 0.58% |
The fund secures a Beta (Market Risk) of 0.61, which conveys possible diversification benefits within a given portfolio. 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
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Over the last 90 days Legg Mason Partners has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's primary indicators remain fairly strong which may send shares a bit higher in February 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
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Legg Mason Relative Risk vs. Return Landscape
If you would invest 1,759 in Legg Mason Partners on October 4, 2024 and sell it today you would lose (377.00) from holding Legg Mason Partners or give up 21.43% of portfolio value over 90 days. Legg Mason Partners is producing return of less than zero assuming 3.154% volatility of returns over the 90 days investment horizon. Simply put, 28% of all funds have less volatile historical return distribution than Legg Mason, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
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 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 = -0.1051
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | QLMGTX |
Estimated Market Risk
| 3.15 actual daily | 28 72% of assets are more volatile |
Expected Return
| -0.33 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Legg Mason is not performing at its full potential. However, 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 Legg Mason 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.
Legg Mason is entity of United States. It is traded as Fund on NMFQS exchange.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. 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.| Legg Mason Partners generated a negative expected return over the last 90 days | |
| Legg Mason Partners has high historical volatility and very poor performance |
- 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 Fund's leadership.
- Pay attention to analyst opinions and ratings of Legg Mason's 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 Fund
Legg Mason financial ratios help investors to determine whether Legg 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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