Legg Mason Bw Fund Manager Performance Evaluation

LGOCX Fund  USD 8.58  0.03  0.35%   
The fund secures a Beta (Market Risk) of 0.62, which conveys possible diversification benefits within a given portfolio. As returns on the market increase, Legg Mason returns are expected to increase less than the market. However, during the bear market, the loss on holding Legg Mason will be expected to be smaller as well.

Risk-Adjusted Performance

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Over the last 90 days Legg Mason Bw has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Legg Mason is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio1.6700
  

Legg Mason Relative Risk vs. Return Landscape

If you would invest  897.00  in Legg Mason Bw on December 20, 2023 and sell it today you would lose (39.00) from holding Legg Mason Bw or give up 4.35% of portfolio value over 90 days. Legg Mason Bw is currently producing negative expected returns and takes up 0.6031% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Legg, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Legg Mason is expected to under-perform the market. In addition to that, the company is 1.07 times more volatile than its market benchmark. It trades about -0.12 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Legg Mason Current Valuation

Fairly Valued
Today
8.58
Please note that Legg Mason's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Legg Mason Bw secures a last-minute Real Value of $8.64 per share. The latest price of the fund is $8.58. 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 acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will merge together.
Our valuation method for Legg Mason Bw is useful when determining the fair value of the Legg mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Legg Mason. Since Legg Mason is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Legg Mutual Fund. However, Legg Mason's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  8.58 Real  8.64 Hype  8.58 Naive  8.57
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
8.64
Real Value
9.24
Upside
Estimating the potential upside or downside of Legg Mason Bw helps investors to forecast how Legg mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Legg Mason more accurately as focusing exclusively on Legg Mason's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
8.548.698.84
Details
Hype
Prediction
LowEstimatedHigh
7.988.589.18
Details
Potential
Annual Dividend
LowForecastedHigh
0.040.040.04
Details

Legg Mason Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Legg Mason's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Legg Mason Bw, and traders can use it to determine the average amount a Legg Mason's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.1198

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Negative ReturnsLGOCX

Estimated Market Risk

 0.6
  actual daily
5
95% of assets are more volatile

Expected Return

 -0.07
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.12
  actual daily
0
Most of other assets perform better
Based on monthly moving average Legg Mason is not performing at its full potential. However, 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 Legg Mason to a well-diversified portfolio.

Legg Mason Fundamentals Growth

Legg Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Legg Mason, and Legg Mason fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Legg Mutual Fund performance.

About Legg Mason Performance

To evaluate Legg Mason Bw Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Legg Mason generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Legg Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Legg Mason Bw market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Legg's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of its net assets in fixed income securities of issuers located in developed market countries. It will invest in both investment grade and below investment grade fixed income securities, and the advisor intends to invest less than 35 percent of its net assets in below investment grade fixed income securities . The fund may invest up to 25 percent of its net assets in convertible debt securities. It is non-diversified.

Things to note about Legg Mason Bw performance evaluation

Checking the ongoing alerts about Legg Mason for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Legg Mason Bw help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Legg Mason Bw generated a negative expected return over the last 90 days
Legg Mason Bw generated five year return of -1.0%
This fund maintains about 51.3% of its assets in bonds
Evaluating Legg Mason's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Legg Mason's mutual fund performance include:
  • Analyzing Legg Mason's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Legg Mason's stock is overvalued or undervalued compared to its peers.
  • Examining Legg Mason's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Legg Mason's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Legg Mason's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Legg Mason's mutual fund. These opinions can provide insight into Legg Mason's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Legg Mason's mutual fund performance is not an exact science, and many factors can impact Legg Mason's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Legg Mason Bw. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Legg Mason Bw information on this page should be used as a complementary analysis to other Legg Mason's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.

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When running Legg Mason's price analysis, check to measure Legg Mason's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Legg Mason is operating at the current time. Most of Legg Mason's value examination focuses on studying past and present price action to predict the probability of Legg Mason's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Legg Mason's price. Additionally, you may evaluate how the addition of Legg Mason to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Legg Mason's value and its price as these two are different measures arrived at by different means. Investors typically determine if Legg Mason is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Legg Mason's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.