Clearbridge International Value Fund Manager Performance Evaluation
| SBIYX Fund | USD 10.01 0.01 0.1% |
The fund shows a Beta (market volatility) of 0.49, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Clearbridge International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Clearbridge International is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Clearbridge International Value has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more| Expense Ratio Date | 1st of March 2023 | |
| Expense Ratio | 0.9100 |
Clearbridge |
Clearbridge International Relative Risk vs. Return Landscape
If you would invest 1,121 in Clearbridge International Value on September 21, 2024 and sell it today you would lose (120.00) from holding Clearbridge International Value or give up 10.7% of portfolio value over 90 days. Clearbridge International Value is currently producing negative expected returns and takes up 0.9133% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Clearbridge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Clearbridge International Current Valuation
Fairly Valued
Today
Please note that Clearbridge International's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Clearbridge International shows a prevailing Real Value of $10.19 per share. The current price of the fund is $10.01. We determine the value of Clearbridge International 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.
Since Clearbridge International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Clearbridge Mutual Fund. However, Clearbridge International'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. | Historical | Market 10.01 | Real 10.19 | Hype 10.01 |
The intrinsic value of Clearbridge International's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value 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 Clearbridge International's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Clearbridge International Value helps investors to forecast how Clearbridge 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 Clearbridge International more accurately as focusing exclusively on Clearbridge International's fundamentals will not take into account other important factors: Clearbridge International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Clearbridge International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Clearbridge International Value, and traders can use it to determine the average amount a Clearbridge International'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 = -0.189
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SBIYX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.17 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Clearbridge International is not performing at its full potential. However, 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 Clearbridge International by adding Clearbridge International to a well-diversified portfolio.
Clearbridge International Fundamentals Growth
Clearbridge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Clearbridge International, and Clearbridge International 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 Clearbridge Mutual Fund performance.
| Price To Earning | 14.17 X | ||||
| Price To Book | 1.14 X | ||||
| Price To Sales | 0.74 X | ||||
| Total Asset | 26.83 M | ||||
About Clearbridge International Performance
Evaluating Clearbridge International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Clearbridge International has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Clearbridge International has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in equity securities of foreign companies. Under normal circumstances, it invests at least 80 percent of its net assets in a diversified portfolio of equity securities of foreign companies. The fund may invest in equity securities of small, medium and large capitalization issuers.Things to note about Clearbridge International performance evaluation
Checking the ongoing alerts about Clearbridge International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Clearbridge International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Clearbridge International generated a negative expected return over the last 90 days | |
| The fund maintains about 5.65% of its assets in cash |
- Analyzing Clearbridge International'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 Clearbridge International's stock is overvalued or undervalued compared to its peers.
- Examining Clearbridge International'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 Clearbridge International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Clearbridge International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Clearbridge International's mutual fund. These opinions can provide insight into Clearbridge International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Clearbridge Mutual Fund
Clearbridge International financial ratios help investors to determine whether Clearbridge 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 Clearbridge with respect to the benefits of owning Clearbridge International security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |