Legg Mason Bw Fund Five Year Return
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Legg Mason's long-term financial health and intrinsic value.
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Legg Mason Bw Mutual Fund Five Year Return Analysis
Legg Mason's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Legg Mason Five Year Return | 2.08 % |
Most of Legg Mason's fundamental indicators, such as Five 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 Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, Legg Mason Bw has a Five Year Return of 2.0754%. This is 10.54% lower than that of the Franklin Templeton Investments family and significantly higher than that of the Nontraditional Bond category. The five year return for all United States funds is notably lower than that of the firm.
Legg Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Legg Mason's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Legg Mason could also be used in its relative valuation, which is a method of valuing Legg Mason by comparing valuation metrics of similar companies.Legg Mason is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Legg Mason
.Asset allocation divides Legg Mason's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Legg Fundamentals
| Total Asset | 157.44 M | ||||
| Annual Yield | 0 % | ||||
| Year To Date Return | 8.74 % | ||||
| One Year Return | 9.57 % | ||||
| Three Year Return | 4.73 % | ||||
| Five Year Return | 2.08 % | ||||
| Net Asset | 358.49 M | ||||
| Minimum Initial Investment | 1000 K | ||||
| Last Dividend Paid | 0.05 | ||||
| Cash Position Weight | 58.37 % | ||||
| Equity Positions Weight | 0.23 % | ||||
| Bond Positions Weight | 30.23 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Legg Mutual Fund
Legg Mason financial ratios help investors to determine whether Legg 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 Legg with respect to the benefits of owning Legg Mason security.
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