The organization shows Beta (market volatility) of -0.063 which signifies that as returns on market increase, returns on owning BrandywineGLOBAL are expected to decrease at a much smaller rate. During bear market, BrandywineGLOBAL is likely to outperform the market. 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 0.0061% will be sustainable into the future.
|Horizon||30 Days Login to change|
BrandywineGLOBAL Global Relative Risk vs. Return LandscapeIf you would invest 970.00 in BrandywineGLOBAL Global Opp Bond C on December 21, 2018 and sell it today you would earn a total of 1.00 from holding BrandywineGLOBAL Global Opp Bond C or generate 0.1% return on investment over 30 days. BrandywineGLOBAL Global Opp Bond C is currently producing 0.0061% returns and takes up 0.3782% 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
BrandywineGLOBAL is Unknown risk asset. BrandywineGLOBAL Global prevailing Real Value cannot be determined due to lack of data. The current price of BrandywineGLOBAL Global is $9.71. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. 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 = 0.0161
BrandywineGLOBAL Relative Performance Indicators
Estimated Market Risk
Risk-Adjusted Fund PerformanceCompared to the overall equity markets, risk-adjusted returns on investments in BrandywineGLOBAL Global Opp Bond C are ranked lower than 1 (%) of all funds and portfolios of funds over the last 30 days.
|Fifty Two Week Low||9.61|
|Fifty Two Week High||11.16|
|Annual Report Expense Ratio||1.71%|