The organization shows Beta (market volatility) of 0.0101 which signifies that as returns on market increase, BrandywineGLOBAL returns are expected to increase less than the market. However during bear market, the loss on holding BrandywineGLOBAL will be expected to be smaller as well. Although it is extremely important to respect BrandywineGLOBAL Global historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in foreseeing 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 BrandywineGLOBAL Global technical indicators you can presently evaluate if the expected return of 0.0897% will be sustainable into the future.
Risk-Adjusted Fund Performance
Risk-Adjusted Fund PerformanceCompared to the overall equity markets, risk-adjusted returns on investments in BrandywineGLOBAL Global Opp Bond C are ranked lower than 16 (%) of all funds and portfolios of funds over the last 30 days. Inspite fairly strong basic indicators, BrandywineGLOBAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
|Fifty Two Week Low||9.61|
|Fifty Two Week High||10.35|
|Annual Report Expense Ratio||1.72%|
|Horizon||30 Days Login to change|
BrandywineGLOBAL Global Relative Risk vs. Return LandscapeIf you would invest 993.00 in BrandywineGLOBAL Global Opp Bond C on June 24, 2019 and sell it today you would earn a total of 36.00 from holding BrandywineGLOBAL Global Opp Bond C or generate 3.63% return on investment over 30 days. BrandywineGLOBAL Global Opp Bond C is currently producing 0.0897% returns and takes up 0.364% volatility of returns over 30 trading days. Put another way, 3% of traded equities are less volatile than the company and 99% of traded equity instruments are likely to generate higher returns over the next 30 trading days.
Daily Expected Return (%)
BrandywineGLOBAL Current Valuation
July 24, 2019
BrandywineGLOBAL is very steady asset. BrandywineGLOBAL Global shows prevailing Real Value of $10.26 per share. The current price of the fund is $10.29. At this time the entity appears to be fairly valued. We determine the value of BrandywineGLOBAL Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.
BrandywineGLOBAL Market Risk Analysis
Sharpe Ratio = 0.2465
BrandywineGLOBAL Relative Performance Indicators
Estimated Market Risk