Clearbridge Energy Mlp Fund Manager Performance Evaluation
| CEM Fund | USD 45.93 0.18 0.39% |
The fund shows a Beta (market volatility) of 0.88, which signifies possible diversification benefits within a given portfolio. Clearbridge Energy returns are very sensitive to returns on the market. As the market goes up or down, Clearbridge Energy is expected to follow.
Risk-Adjusted Performance
19 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Energy Mlp are ranked lower than 19 (%) of all funds and portfolios of funds over the last 90 days. In spite of very fragile technical and fundamental indicators, Clearbridge Energy displayed solid returns over the last few months and may actually be approaching a breakup point.
...more1 | Global Pension Transparency Benchmark makes process improvements - Top1000funds.com | 02/09/2024 |
2 | UBS Group AG Trims Holdings in ClearBridge MLP and Midstream Fund Inc - Defense World | 03/05/2024 |
3 | Members billions better off thanks to Australian funds lower costs - Investment Magazine | 03/13/2024 |
4 | ClearBridge MLP and Midstream Fund Stock Passes Above Two Hundred Day Moving Average of .13 - Defense World | 04/04/2024 |
| Expense Ratio | 5.6300 |
Clearbridge |
Clearbridge Energy Relative Risk vs. Return Landscape
If you would invest 3,976 in Clearbridge Energy Mlp on January 25, 2024 and sell it today you would earn a total of 617.00 from holding Clearbridge Energy Mlp or generate 15.52% return on investment over 90 days. Clearbridge Energy Mlp is generating 0.2373% of daily returns assuming volatility of 0.9461% on return distribution over 90 days investment horizon. In other words, 8% of funds are less volatile than Clearbridge, and above 96% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Clearbridge Energy Current Valuation
Undervalued
Today
Please note that Clearbridge Energy's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Clearbridge Energy Mlp shows a prevailing Real Value of $49.18 per share. The current price of the fund is $45.93. We determine the value of Clearbridge Energy Mlp from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will blend.
Our valuation method for Clearbridge Energy Mlp is useful when determining the fair value of the Clearbridge fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Clearbridge Energy. Since Clearbridge Energy is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Fund. However, Clearbridge Energy'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 45.93 | Real 49.18 | Hype 46.05 |
The real value of Clearbridge Fund, also known as its intrinsic value, is the underlying worth of Clearbridge Energy Mlp Fund, which is reflected in its stock price. It is based on Clearbridge Energy's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Clearbridge Energy'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 Clearbridge Energy'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 Clearbridge Energy Mlp helps investors to forecast how Clearbridge 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 Clearbridge Energy more accurately as focusing exclusively on Clearbridge Energy's fundamentals will not take into account other important factors: Clearbridge Energy Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Energy's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Clearbridge Energy Mlp, and traders can use it to determine the average amount a Clearbridge Energy'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 = 0.2509
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.24 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.25 actual daily | 19 81% of assets perform better |
Based on monthly moving average Clearbridge Energy is performing at about 19% 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 Clearbridge Energy by adding it to a well-diversified portfolio.
Clearbridge Energy Fundamentals Growth
Clearbridge Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Energy, and Clearbridge Energy fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Clearbridge Fund performance.
| Shares Outstanding | 14.08 M | ||||
| Earnings Per Share | (2.14) X | ||||
About Clearbridge Energy Performance
To evaluate Clearbridge Energy Mlp Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Clearbridge Energy generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Clearbridge Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Clearbridge Energy Mlp market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Clearbridge's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.ClearBridge Energy MLP Fund Inc. is a closed-ended equity mutual fund launched and managed by Legg Mason Partners Fund Advisor, LLC. ClearBridge Energy MLP Fund Inc. was formed on March 31, 2010 and is domiciled in the United States. Clearbridge Energy operates under Asset Management classification in the United States and is traded on New York Stock Exchange.Things to note about Clearbridge Energy Mlp performance evaluation
Checking the ongoing alerts about Clearbridge Energy for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Clearbridge Energy Mlp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: ClearBridge MLP and Midstream Fund Stock Passes Above Two Hundred Day Moving Average of .13 - Defense World |
- Analyzing Clearbridge Energy'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 Clearbridge Energy's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Energy'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 Clearbridge Energy's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Energy's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Energy's fund. These opinions can provide insight into Clearbridge Energy's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Clearbridge Energy Mlp. Also, note that the market value of any fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Clearbridge Energy Mlp information on this page should be used as a complementary analysis to other Clearbridge Energy's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.