Clearbridge Large Price To Book vs. Ten Year Return
| LMPLX Fund | USD 58.52 0.33 0.56% |
For Clearbridge Large profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Clearbridge Large to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Clearbridge Large Cap utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Clearbridge Large's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Clearbridge Large Cap over time as well as its relative position and ranking within its peers.
Clearbridge |
Clearbridge Large Cap Ten Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge Large's current stock value. Our valuation model uses many indicators to compare Clearbridge Large value to that of its competitors to determine the firm's financial worth. Clearbridge Large Cap is number one fund in price to book among similar funds. It also is number one fund in ten year return among similar funds reporting about 3.62 of Ten Year Return per Price To Book. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Clearbridge Large's earnings, one of the primary drivers of an investment's value.Clearbridge Ten Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Clearbridge Large |
| = | 4.18 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
Clearbridge Large |
| = | 15.14 % |
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
Clearbridge Ten Year Return Comparison
Clearbridge Large is currently under evaluation in ten year return among similar funds.
Clearbridge Large Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Clearbridge Large, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Clearbridge Large will eventually generate negative long term returns. The profitability progress is the general direction of Clearbridge Large's change in net profit over the period of time. It can combine multiple indicators of Clearbridge Large, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Under normal circumstances, the fund invests at least 80 percent of its net assets, plus borrowings for investment purposes, if any, in equity securities or other investments with similar economic characteristics of U.S. companies with large market capitalizations.
Clearbridge Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Clearbridge Large. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Clearbridge Large position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Clearbridge Large's important profitability drivers and their relationship over time.
Use Clearbridge Large in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Clearbridge Large position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Clearbridge Large will appreciate offsetting losses from the drop in the long position's value.Clearbridge Large Pair Trading
Clearbridge Large Cap Pair Trading Analysis
The ability to find closely correlated positions to Clearbridge Large could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Clearbridge Large when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Clearbridge Large - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Clearbridge Large Cap to buy it.
The correlation of Clearbridge Large is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Clearbridge Large moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Clearbridge Large Cap moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Clearbridge Large can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Clearbridge Large position
In addition to having Clearbridge Large in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Precious Metals ETFs theme has 29 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Clearbridge Mutual Fund
To fully project Clearbridge Large's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Clearbridge Large Cap at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Clearbridge Large's income statement, its balance sheet, and the statement of cash flows.
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