Legg Mason Financial Statements From 2010 to 2024
LGOCX Fund | USD 8.58 0.03 0.35% |
Check Legg Mason financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Legg main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Legg financial statements analysis is a perfect complement when working with Legg Mason Valuation or Volatility modules.
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Legg One Year Return Analysis
Legg Mason'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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Legg Mason One Year Return | 1.28 % |
Most of Legg Mason'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, Legg Mason Bw 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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Legg Mason One Year Return Component Assessment
Based on the recorded statements, Legg Mason Bw has an One Year Return of 1.2761%. This is much higher than that of the Legg Mason family and significantly higher than that of the World Bond category. The one year return for all United States funds is notably lower than that of the firm.
Legg Mason Bw Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Legg Mason's current stock value. Our valuation model uses many indicators to compare Legg Mason value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Legg Mason competition to find correlations between indicators driving Legg Mason's intrinsic value. More Info.Legg Mason Bw is number one fund in last dividend paid among similar funds. It is number one fund in annual yield among similar funds fabricating about 0.07 of Annual Yield per Last Dividend Paid. The ratio of Last Dividend Paid to Annual Yield for Legg Mason Bw is roughly 15.00 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Legg Mason by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Legg Mason's Mutual Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Legg Mason's earnings, one of the primary drivers of an investment's value.About Legg Mason Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Legg Mason income statement, its balance sheet, and the statement of cash flows. Legg Mason investors use historical funamental indicators, such as Legg Mason's revenue or net income, to determine how well the company is positioned to perform in the future. Although Legg Mason investors may use each financial statement separately, they are all related. The changes in Legg Mason's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Legg Mason's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Legg Mason Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Legg Mason. Please read more on 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.
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Try AI Portfolio ArchitectCheck out the analysis of Legg Mason Correlation against competitors. 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
Complementary Tools for Legg Mutual Fund analysis
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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