Clearbridge Tactical Dividend Fund Manager Performance Evaluation
| LADIX Fund | USD 21.96 0.06 0.27% |
The fund shows a Beta (market volatility) of 0.97, which signifies possible diversification benefits within a given portfolio. Clearbridge Tactical returns are very sensitive to returns on the market. As the market goes up or down, Clearbridge Tactical is expected to follow.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Clearbridge Tactical Dividend are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward indicators, Clearbridge Tactical 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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| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 1.1600 |
Clearbridge |
Clearbridge Tactical Relative Risk vs. Return Landscape
If you would invest 2,142 in Clearbridge Tactical Dividend on January 24, 2024 and sell it today you would earn a total of 54.00 from holding Clearbridge Tactical Dividend or generate 2.52% return on investment over 90 days. Clearbridge Tactical Dividend is currently producing 0.0427% returns and takes up 0.7216% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Clearbridge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge Tactical Current Valuation
Fairly Valued
Today
Please note that Clearbridge Tactical's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge Tactical shows a prevailing Real Value of $22.04 per share. The current price of the fund is $21.96. We determine the value of Clearbridge Tactical from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for Clearbridge Tactical Dividend is useful when determining the fair value of the Clearbridge mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Clearbridge Tactical. Since Clearbridge Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge Tactical'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 21.96 | Real 22.04 | Hype 21.95 | Naive 21.43 |
The real value of Clearbridge Mutual Fund, also known as its intrinsic value, is the underlying worth of Clearbridge Tactical Mutual Fund, which is reflected in its stock price. It is based on Clearbridge Tactical's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Clearbridge Tactical'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 Tactical'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 Tactical Dividend helps investors to forecast how Clearbridge 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 Clearbridge Tactical more accurately as focusing exclusively on Clearbridge Tactical's fundamentals will not take into account other important factors: Clearbridge Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge Tactical Dividend, and traders can use it to determine the average amount a Clearbridge Tactical'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 = 0.0592
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | LADIX |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Clearbridge Tactical is performing at about 4% 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 Tactical by adding it to a well-diversified portfolio.
Clearbridge Tactical Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge Tactical, and Clearbridge Tactical 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 Mutual Fund performance.
| Price To Earning | 17.96 X | ||||
| Price To Book | 2.04 X | ||||
| Price To Sales | 1.36 X | ||||
| Total Asset | 56.37 M | ||||
About Clearbridge Tactical Performance
To evaluate Clearbridge Tactical Mutual 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 Tactical 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 Mutual 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 Tactical 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.Under normal circumstances, the fund invests at least 80 percent of its net assets, plus the amount of borrowings for investment purposes, if any, in equity and equity-related securities that provide investment income, dividend payments or other distributions or in other investments with similar economic characteristics. The fund may invest in equity and equity-related securities of issuers with any market capitalization.Things to note about Clearbridge Tactical performance evaluation
Checking the ongoing alerts about Clearbridge Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge Tactical help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Clearbridge Tactical's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Clearbridge Tactical's mutual fund performance include:- Analyzing Clearbridge Tactical'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 Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge Tactical'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 Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge Tactical's mutual fund. These opinions can provide insight into Clearbridge Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Clearbridge Tactical Dividend. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.