Legg Mason Fundamental Relationships

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 One Year Return vs. Three Year Return Fundamental Analysis

Legg Mason BW Glb Fxd Inc LM Acc is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in one year return among similar funds reporting about  0.14  of One Year Return per Three Year Return. The ratio of Three Year Return to One Year Return for Legg Mason BW Glb Fxd Inc LM Acc is roughly  7.39 
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Legg Mason 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
5.54%
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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.
Legg Mason 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
0.75%
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.

Legg Mason One Year Return Comparison

Legg Mason Fundamental Comparison

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