Clearbridge All Financial Statements From 2010 to 2024
| LSISX Fund | USD 16.16 0.14 0.87% |
Check Clearbridge All financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Clearbridge main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Clearbridge financial statements analysis is a perfect complement when working with Clearbridge All Valuation or Volatility modules.
Clearbridge |
Clearbridge All Cap Mutual Fund Year To Date Return Analysis
Clearbridge All's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Clearbridge All Year To Date Return | 11.76 % |
Most of Clearbridge All's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Clearbridge All Cap is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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Based on the company's disclosures, Clearbridge All Cap has a Year To Date Return of 11.7566%. This is much higher than that of the Legg Mason family and significantly higher than that of the Large Value category. The year to date return for all United States funds is notably lower than that of the firm.
Clearbridge All Cap Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Clearbridge All's current stock value. Our valuation model uses many indicators to compare Clearbridge All value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Clearbridge All competition to find correlations between indicators driving Clearbridge All's intrinsic value. More Info.Clearbridge All Cap is number one fund in annual yield among similar funds. It is number one fund in year to date return among similar funds creating about 1,022 of Year To Date Return per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Clearbridge All by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Clearbridge All's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 All's earnings, one of the primary drivers of an investment's value.About Clearbridge All Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Clearbridge All income statement, its balance sheet, and the statement of cash flows. Clearbridge All investors use historical funamental indicators, such as Clearbridge All's revenue or net income, to determine how well the company is positioned to perform in the future. Although Clearbridge All investors may use each financial statement separately, they are all related. The changes in Clearbridge All's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Clearbridge All's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Clearbridge All Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Clearbridge All. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in common stocks and common stock equivalents, such as preferred stocks and securities convertible into common stocks, of companies the portfolio managers believe are undervalued in the marketplace. It may invest up to 25 percent of its net assets in equity securities of foreign issuers, either directly or through depositary receipts.
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Check out the analysis of Clearbridge All Correlation against competitors. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.