BrandywineGLOBAL Mutual Fund Manager Performance Evaluation

Mutual Funds USA . 
Fund . BrandywineGLOBAL - Corporate
BCAAX Fund  USD 10.03  0.01  0.1%   
The fund shows a Beta (market volatility) of 0.0919, which signifies not very significant fluctuations relative to the market. Let's try to break down what BrandywineGLOBAL's beta means in this case. As returns on the market increase, BrandywineGLOBAL returns are expected to increase less than the market. However, during the bear market, the loss on holding BrandywineGLOBAL will be expected to be smaller as well. Although it is important to respect BrandywineGLOBAL - historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing BrandywineGLOBAL - technical indicators, you can presently evaluate if the expected return of 0.0128% will be sustainable into the future.
  

BrandywineGLOBAL Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in BrandywineGLOBAL Corporate are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, BrandywineGLOBAL is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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Fifty Two Week Low9.65
Fifty Two Week High11.58

BrandywineGLOBAL Relative Risk vs. Return Landscape

If you would invest  995.00  in BrandywineGLOBAL Corporate on March 5, 2023 and sell it today you would earn a total of  8.00  from holding BrandywineGLOBAL Corporate or generate 0.8% return on investment over 90 days. BrandywineGLOBAL Corporate is currently producing 0.0128% returns and takes up 0.2461% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than BrandywineGLOBAL, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon BrandywineGLOBAL is expected to generate 0.26 times more return on investment than the market. However, the company is 3.85 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.03 per unit of risk.

BrandywineGLOBAL Current Valuation

Undervalued
Today 10.03
Please note that BrandywineGLOBAL's price fluctuation is out of control at this time.
BrandywineGLOBAL - prevailing Real Value cannot be determined due to lack of data. The current price of BrandywineGLOBAL - is $10.03. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of BrandywineGLOBAL - from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will blend.
Our valuation method for BrandywineGLOBAL Corporate is useful when determining the fair value of the BrandywineGLOBAL mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of BrandywineGLOBAL. Since BrandywineGLOBAL is currently traded on the exchange, buyers and sellers on that exchange determine the market value of BrandywineGLOBAL Mutual Fund. However, BrandywineGLOBAL'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.
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.
0.00
Real Value
0.25
Upside
Estimating the potential upside or downside of BrandywineGLOBAL Corporate helps investors to forecast how BrandywineGLOBAL 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 BrandywineGLOBAL more accurately as focusing exclusively on BrandywineGLOBAL's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
9.959.9910.04
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Hype
Prediction
LowEstimatedHigh
0.000.000.25
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Potential
Annual Dividend
LowForecastedHigh
0.240.240.24
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BrandywineGLOBAL Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for BrandywineGLOBAL's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as BrandywineGLOBAL Corporate, and traders can use it to determine the average amount a BrandywineGLOBAL'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 = 0.0521

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Negative ReturnsBCAAX

Estimated Market Risk

 0.25
  actual daily
 2 
98% of assets are more volatile
22

Expected Return

 0.01
  actual daily
 0 
Most of other assets have higher returns
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Risk-Adjusted Return

 0.05
  actual daily
 4 
96% of assets perform better
44
Based on monthly moving average BrandywineGLOBAL is performing at about 4% of its full potential. 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 BrandywineGLOBAL by adding it to a well-diversified portfolio.

BrandywineGLOBAL Fundamentals Growth

BrandywineGLOBAL Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of BrandywineGLOBAL, and BrandywineGLOBAL 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 BrandywineGLOBAL Mutual Fund performance.
Total Asset1.35 B

About BrandywineGLOBAL Performance

To evaluate BrandywineGLOBAL - 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 BrandywineGLOBAL 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 BrandywineGLOBAL 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 BrandywineGLOBAL - market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents BrandywineGLOBAL'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 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.

Things to note about BrandywineGLOBAL - performance evaluation

Checking the ongoing alerts about BrandywineGLOBAL for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for BrandywineGLOBAL - help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
BrandywineGLOBAL - is unlikely to experience financial distress in the next 2 years
The fund generated five year return of -4.0%
BrandywineGLOBAL - holds about 11.11% of its assets under management (AUM) in cash
Evaluating BrandywineGLOBAL's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate BrandywineGLOBAL's mutual fund performance include:
  • Analyzing BrandywineGLOBAL'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 BrandywineGLOBAL's stock is overvalued or undervalued compared to its peers.
  • Examining BrandywineGLOBAL'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 BrandywineGLOBAL's management team can have a significant impact on its success or failure. Reviewing the track record and experience of BrandywineGLOBAL's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of BrandywineGLOBAL's mutual fund. These opinions can provide insight into BrandywineGLOBAL's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating BrandywineGLOBAL's mutual fund performance is not an exact science, and many factors can impact BrandywineGLOBAL'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 Trending Equities to better understand how to build diversified portfolios, which includes a position in BrandywineGLOBAL Corporate. 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 nation. 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 Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.

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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