Qs Defensive Financials
| SBCLX Fund | USD 14.62 0.02 0.14% |
SBCLX |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Qs Defensive Fund Summary
Qs Defensive competes with Clearbridge Aggressive, Clearbridge Small, Qs International, Clearbridge Appreciation, and Legg Mason. The fund is a fund of fundsit invests in other mutual funds and may also invest in exchange-traded funds . It is managed as an asset allocation program and allocates its assets among mutual funds and ETFs managed by the manager and its affiliates. The portfolio managers will allocate between 15 percent to 45 percent of the funds assets to underlying funds that invest in equity and equity-like strategies and between 55 percent to 85 percent of the funds assets to underlying funds that invest in fixed income strategies.Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | LEGG MASON LLC |
| Mutual Fund Family | Legg Mason |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 721 1926 |
| Currency | USD - US Dollar |
Qs Defensive Key Financial Ratios
SBCLX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Qs Defensive's current stock value. Our valuation model uses many indicators to compare Qs Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Qs Defensive competition to find correlations between indicators driving Qs Defensive's intrinsic value. More Info.Qs Defensive Growth is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Qs Defensive Growth is roughly 7.91 . 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 Qs Defensive's earnings, one of the primary drivers of an investment's value.Qs Defensive Growth Systematic Risk
Qs Defensive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Qs Defensive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Qs Defensive Growth correlated with the market. If Beta is less than 0 Qs Defensive generally moves in the opposite direction as compared to the market. If Qs Defensive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Qs Defensive Growth is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Qs Defensive is generally in the same direction as the market. If Beta > 1 Qs Defensive moves generally in the same direction as, but more than the movement of the benchmark.
Qs Defensive December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Qs Defensive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Qs Defensive Growth. We use our internally-developed statistical techniques to arrive at the intrinsic value of Qs Defensive Growth based on widely used predictive technical indicators. In general, we focus on analyzing SBCLX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Qs Defensive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3034 | |||
| Information Ratio | (0.22) | |||
| Maximum Drawdown | 1.97 | |||
| Value At Risk | (0.42) | |||
| Potential Upside | 0.625 |
Other Information on Investing in SBCLX Mutual Fund
Qs Defensive financial ratios help investors to determine whether SBCLX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in SBCLX with respect to the benefits of owning Qs Defensive security.
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