Legg Mason Fundamental Relationships

IE00B23Z9C05 -- Ireland Fund  

USD 123.29  1.46  1.17%

The Drivers Module shows relationships between Legg Mason's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Legg Mason BW Glb Fxd Inc LM Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Legg Mason BW Five Year Return vs. Cash Position Weight Fundamental Analysis

Legg Mason BW Glb Fxd Inc LM Acc is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in five year return among similar funds reporting about  0.05  of Five Year Return per Cash Position Weight. The ratio of Cash Position Weight to Five Year Return for Legg Mason BW Glb Fxd Inc LM Acc is roughly  20.12 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Legg Mason 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
53.73 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Legg Mason 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
2.67 %
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.

Legg Mason BW Five Year Return Comparison

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