Legg Mason (Ireland) Manager Performance Evaluation

F00000NE4W -- Ireland Fund  

EUR 124.04  0.15  0.12%

The fund secures Beta (Market Risk) of 0.0237 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 BW 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 BW technical indicators you can presently evaluate if the expected return of 0.2928% will be sustainable into the future.
Horizon     30 Days    Login   to change

Legg Mason BW Relative Risk vs. Return Landscape

If you would invest  12,296  in Legg Mason BW Glb Fxd Inc Prem Acc HgAH on December 17, 2018 and sell it today you would earn a total of  108.00  from holding Legg Mason BW Glb Fxd Inc Prem Acc HgAH or generate 0.88% return on investment over 30 days. Legg Mason BW Glb Fxd Inc Prem Acc HgAH is generating 0.2928% of daily returns and assumes 0.5071% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Legg Mason BW 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 BW is expected to generate 0.25 times more return on investment than the market. However, the company is 4.04 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.03 per unit of risk.

Legg Mason Current Valuation

Not valued
January 16, 2019
124.04
Market Value
0.00
Real Value
Target Odds
Odds Odds
0.00
Upside
Legg Mason is Unknown risk asset. Legg Mason BW last-minute Real Value cannot be determined due to lack of data. The latest price of Legg Mason BW is €124.04. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Legg Mason BW 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 = 0.5774
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Legg Mason Relative Performance Indicators

Estimated Market Risk
 0.51
  actual daily
 
 4 %
of total potential
 
4
Expected Return
 0.29
  actual daily
 
 5 %
of total potential
 
5
Risk-Adjusted Return
 0.58
  actual daily
 
 38 %
of total potential
 
38
Based on monthly moving average Legg Mason is performing at about 38% 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 BW Glb Fxd Inc Prem Acc HgAH Risk Adjusted Performance Analysis

38

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason BW Glb Fxd Inc Prem Acc HgAH are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Legg Mason Alerts

Equity Alerts and Improvement Suggestions

Legg Mason BW is not yet fully synchronised with the market data
The fund retains about 53.73% of its assets under management (AUM) in cash

Legg Mason Performance Indicators

Legg Mason BW Basic Price Performance Measures

Annual Report Expense Ratio0.75%
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