Legg Mason (Ireland) Manager Performance Evaluation

IE00B56HKL06 -- Ireland Fund  

USD 178.04  1.76  0.98%

The fund secures Beta (Market Risk) of -0.1793 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 vital to follow to Legg Mason RY 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 RY technical indicators you can presently evaluate if the expected return of 0.3405% will be sustainable into the future.
Horizon     30 Days    Login   to change

Legg Mason RY Relative Risk vs. Return Landscape

If you would invest  17,428  in Legg Mason RY US Smlr Coms E Acc on October 16, 2018 and sell it today you would earn a total of  376.00  from holding Legg Mason RY US Smlr Coms E Acc or generate 2.16% return on investment over 30 days. Legg Mason RY US Smlr Coms E Acc is generating 0.3405% of daily returns and assumes 2.8987% volatility on return distribution over the 30 days horizon. Simply put, 26% of equities are less volatile than Legg Mason RY US Smlr Coms E Acc and 94% 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 RY US Smlr Coms E Acc is expected to generate 2.46 times more return on investment than the market. However, the company is 2.46 times more volatile than its market benchmark. It trades about 0.12 of its potential returns per unit of risk. The DOW is currently generating roughly -0.09 per unit of risk.

Legg Mason Current Valuation

Not valued
November 15, 2018
178.04
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Legg Mason is Unknown risk asset. Legg Mason RY last-minute Real Value cannot be determined due to lack of data. The latest price of Legg Mason RY is $178.04. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Legg Mason RY 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 = 0.1175
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Legg Mason Relative Performance Indicators

Estimated Market Risk
 2.9
  actual daily
 
 74 %
of total potential
  
Expected Return
 0.34
  actual daily
 
 6 %
of total potential
  
Risk-Adjusted Return
 0.12
  actual daily
 
 7 %
of total potential
  
Based on monthly moving average Legg Mason is performing at about 7% 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 RY US Smlr Coms E Acc Risk Adjusted Performance Analysis

7 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Legg Mason RY US Smlr Coms E Acc are ranked lower than 7 (%) of all funds and portfolios of funds over the last 30 days.

Legg Mason Alerts

Equity Alerts and Improvement Suggestions

Legg Mason RY is not yet fully synchronised with the market data
The fund retains 91.42% of its assets under management (AUM) in equities

Legg Mason Performance Indicators

Legg Mason RY Basic Price Performance Measures

Fifty Two Week Low144.6300
Fifty Two Week High144.6300
Annual Report Expense Ratio2.75%
Please also check Risk vs Return Analysis. Please also try Pattern Recognition module to use different pattern recognition models to time the market across multiple global exchanges.
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