BrandywineGLOBAL One Year Return

Mutual Funds . USA . 
Fund . BrandywineGLOBAL - Corporate
BCAAX Fund  USD 10.03  0.01  0.1%   
BrandywineGLOBAL Corporate fundamentals help investors to digest information that contributes to BrandywineGLOBAL's financial success or failures. It also enables traders to predict the movement of BrandywineGLOBAL Mutual Fund. The fundamental analysis module provides a way to measure BrandywineGLOBAL's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to BrandywineGLOBAL mutual fund.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

BrandywineGLOBAL One Year Return Analysis

BrandywineGLOBAL's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current BrandywineGLOBAL One Year Return

    
  (8.97) %  
Most of BrandywineGLOBAL's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, BrandywineGLOBAL Corporate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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BrandywineGLOBAL One Year Return Component Assessment

Based on the recorded statements, BrandywineGLOBAL Corporate has an One Year Return of -8.97%. This is 265.5% lower than that of the Category family and significantly lower than that of the High Yield Bond category. The one year return for all United States funds is notably higher than that of the company.

BrandywineGLOBAL One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses BrandywineGLOBAL's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of BrandywineGLOBAL could also be used in its relative valuation, which is a method of valuing BrandywineGLOBAL by comparing valuation metrics of similar companies.
BrandywineGLOBAL is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for BrandywineGLOBAL

The fund invests most of its assets under management in various types of exotic instruments, with the rest of asset invested in bonds and cash equivalents.
Asset allocation divides BrandywineGLOBAL's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

BrandywineGLOBAL Fundamentals

Total Asset1.35 B
One Year Return(8.97) %
Three Year Return13.47 %
Five Year Return(4.34) %
Ten Year Return1.00 %
Net Asset1.35 B
Last Dividend Paid0.05
Cash Position Weight11.11 %
Bond Positions Weight14.61 %

About BrandywineGLOBAL Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze BrandywineGLOBAL Corporate's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of BrandywineGLOBAL using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of BrandywineGLOBAL Corporate based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
The investment seeks high current income consistent with the preservation of capital over a five-year time horizon. Brandywineglobal is traded on NASDAQ Exchange in the United States.

Be your own money manager

Our tools can tell you how much better you can do entering a position in BrandywineGLOBAL without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Correlation Analysis

Reduce portfolio risk simply by holding instruments which are not perfectly correlated
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Pair Trading with BrandywineGLOBAL

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if BrandywineGLOBAL position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in BrandywineGLOBAL will appreciate offsetting losses from the drop in the long position's value.

Moving together with BrandywineGLOBAL Mutual Fund

+0.74VWEAXVanguard High-yieldPairCorr
+0.67VWEHXVANGUARD HIGH-YIELDPairCorr
+0.78PHYZXPRUDENTIAL HIGH YIELDPairCorr
+0.79BRHYXBlackRock Hi YldPairCorr
+0.72PHYQXPRUDENTIAL HIGH YIELDPairCorr
The ability to find closely correlated positions to BrandywineGLOBAL could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace BrandywineGLOBAL when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back BrandywineGLOBAL - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling BrandywineGLOBAL Corporate to buy it.
The correlation of BrandywineGLOBAL is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as BrandywineGLOBAL moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if BrandywineGLOBAL - moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for BrandywineGLOBAL can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Check out BrandywineGLOBAL Piotroski F Score and BrandywineGLOBAL Altman Z Score analysis. Note that the BrandywineGLOBAL - information on this page should be used as a complementary analysis to other BrandywineGLOBAL'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 Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

Complementary Tools for BrandywineGLOBAL Mutual Fund analysis

When running BrandywineGLOBAL's price analysis, check to measure BrandywineGLOBAL'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 BrandywineGLOBAL is operating at the current time. Most of BrandywineGLOBAL's value examination focuses on studying past and present price action to predict the probability of BrandywineGLOBAL's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move BrandywineGLOBAL's price. Additionally, you may evaluate how the addition of BrandywineGLOBAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between BrandywineGLOBAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if BrandywineGLOBAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, BrandywineGLOBAL'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.


 
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