Legg Mason (Ireland) Manager Performance Evaluation

F000002IQM -- Ireland Fund  

USD 184.84  2.00  1.07%

The fund secures Beta (Market Risk) of 0.3085 which conveys that as returns on market increase, Legg Mason returns are expected to increase less than the market. However during bear market, the loss on holding Legg Mason will be expected to be smaller as well.. Although it is vital to follow to Legg Mason WA price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. The philosophy towards estimating future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Legg Mason WA technical indicators you can presently evaluate if the expected return of 0.2751% will be sustainable into the future.
Horizon     30 Days    Login   to change

Legg Mason WA Relative Risk vs. Return Landscape

If you would invest  18,287  in Legg Mason WA Glb Hi Yld Prem USD Acc on September 18, 2018 and sell it today you would earn a total of  197.00  from holding Legg Mason WA Glb Hi Yld Prem USD Acc or generate 1.08% return on investment over 30 days. Legg Mason WA Glb Hi Yld Prem USD Acc is generating 0.2751% of daily returns and assumes 1.3609% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Legg Mason WA Glb Hi Yld Prem USD Acc and 95% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Legg Mason WA Glb Hi Yld Prem USD Acc is expected to generate 1.27 times more return on investment than the market. However, the company is 1.27 times more volatile than its market benchmark. It trades about 0.2 of its potential returns per unit of risk. The DOW is currently generating roughly -0.08 per unit of risk.

Legg Mason Current Valuation

Not valued
October 18, 2018
184.84
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Legg Mason is Unknown risk asset. Legg Mason WA last-minute Real Value cannot be determined due to lack of data. The latest price of Legg Mason WA is $184.84. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Legg Mason WA from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Legg Mason Market Risk Analysis

Sharpe Ratio = 0.2022
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Legg Mason Relative Performance Indicators

Estimated Market Risk
 1.36
  actual daily
 
 88 %
of total potential
  
Expected Return
 0.28
  actual daily
 
 5 %
of total potential
  
Risk-Adjusted Return
 0.2
  actual daily
 
 13 %
of total potential
  
Based on monthly moving average Legg Mason is performing at about 13% 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 Legg Mason by adding it to a well-diversified portfolio.

Legg Mason Performance Rating

Legg Mason WA Glb Hi Yld Prem USD Acc Risk Adjusted Performance Analysis

13 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason WA Glb Hi Yld Prem USD Acc are ranked lower than 13 (%) of all funds and portfolios of funds over the last 30 days.

Legg Mason Alerts

Equity Alerts and Improvement Suggestions

Legg Mason WA is not yet fully synchronised with the market data
The fund retains about 32.79% of its assets under management (AUM) in cash

Legg Mason Performance Indicators

Legg Mason WA Basic Price Performance Measures

Annual Report Expense Ratio0.60%
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