Legg Mason (Ireland) Manager Performance Evaluation

IE00B23Z9H59 -- Ireland Fund  

USD 166.15  0.17  0.10%

The fund secures Beta (Market Risk) of -0.061 which conveys that as returns on market increase, returns on owning Legg Mason are expected to decrease at a much smaller rate. During bear market, Legg Mason is likely to outperform the market.. Although it is extremely important to respect Legg Mason WA price patterns, it is better to be realistic regarding the information on 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 0.0442% will be sustainable into the future.
Horizon     30 Days    Login   to change

Legg Mason WA Relative Risk vs. Return Landscape

If you would invest  16,593  in Legg Mason WA US High Yield B Acc on August 25, 2018 and sell it today you would earn a total of  22.00  from holding Legg Mason WA US High Yield B Acc or generate 0.13% return on investment over 30 days. Legg Mason WA US High Yield B Acc is generating 0.0442% of daily returns and assumes 0.0526% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Legg Mason WA US High Yield B Acc and 99% 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 US High Yield B Acc is expected to generate 2.29 times less return on investment than the market. But when comparing it to its historical volatility, the company is 8.18 times less risky than the market. It trades about 0.84 of its potential returns per unit of risk. The DOW is currently generating roughly 0.24 of returns per unit of risk over similar time horizon.

Legg Mason Current Valuation

Not valued
September 24, 2018
166.15
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 $166.15. 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 = 0.8392
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
IE00B23Z9H59
Based on monthly moving average Legg Mason is performing at about 55% 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 US High Yield B Acc Risk Adjusted Performance Analysis

55 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason WA US High Yield B Acc are ranked lower than 55 (%) of all funds and portfolios of funds over the last 30 days.

Legg Mason Alerts

Equity Alerts and Improvement Suggestions

The fund retains about 90.72% of its assets under management (AUM) in fixed income securities

Legg Mason Performance Indicators

Legg Mason WA Basic Price Performance Measures

Fifty Two Week Low146.5600
Fifty Two Week High146.5600
Annual Report Expense Ratio1.69%
Please also check Risk vs Return Analysis. Please also try Piotroski F Score module to get piotroski f score based on binary analysis strategy of nine different fundamentals.
Search macroaxis.com