Clearbridge Appreciation Competition

Mutual Funds . USA . 
Fund . Clearbridge Appreciation Fund
SAPCX Fund  USD 32.72  0.04  0.12%   
Clearbridge Appreciation competes with ABIVAX Société, Franklin Strategic, Morningstar Unconstrained, Via Renewables, and Bondbloxx ETF; as well as few others. The fund is listed under Large Blend category and is part of Legg Mason family. Analyzing Clearbridge Appreciation competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Clearbridge Appreciation to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Clearbridge Appreciation Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Clearbridge Appreciation competition on your existing holdings.
  
Specify up to 10 symbols:
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Clearbridge Appreciation's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
32.1432.7233.30
Details
Intrinsic
Valuation
LowRealHigh
31.9532.5333.11
Details
Naive
Forecast
LowNextHigh
31.4832.0632.64
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
31.6232.4733.32
Details

Clearbridge Appreciation Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Clearbridge Appreciation and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Clearbridge and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Clearbridge Appreciation does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
KMX
+ 0.82
ARGGY
FSMEX
+ 0.79
KMX
XTWO
+ 0.77
MSTSX
KMX
+ 0.74
FSMFX
VIASP
+ 0.73
MSTSX
FSMEX
+ 0.7
FSMFX
  
High negative correlations   
ARGGY
- 0.82
AAVXF
KMX
- 0.71
AAVXF
ARGGY
- 0.59
VIASP
APAAF
- 0.51
AAVXF
KNF
- 0.47
XTWO
KNF
- 0.46
VIASP

Risk-Adjusted Indicators

There is a big difference between Clearbridge Mutual Fund performing well and Clearbridge Appreciation Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Clearbridge Appreciation's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
AAVXF  1.14  0.56  0.00  0.35  0.00 
 0.00 
 0.00 
 0.00 
 38.36 
FSMFX  0.35 (0.01)(0.03)(0.02) 0.45 
(0.36)
 0.66 
(0.78)
 2.10 
MSTSX  0.47  0.02  0.02  0.04  0.69 
(0.47)
 0.92 
(1.29)
 3.08 
VIASP  1.28  0.32  0.15  0.23  1.73 
(1.37)
 3.96 
(2.60)
 13.41 
XTWO  0.10  0.00 (0.06) 0.00  0.11 
(0.11)
 0.16 
(0.14)
 1.29 
ARGGY  2.14 (0.20) 0.00 (0.25) 0.00 
 0.00 
 4.05 
(4.90)
 10.74 
KNF  1.34 (0.17) 0.00 (0.10) 0.00 
 0.00 
 2.47 
(2.91)
 8.13 
APAAF  3.92 (0.22) 0.00 (0.18) 0.00 
 0.00 
 9.09 
(8.60)
 27.50 
KMX  1.47 (0.17) 0.00 (0.09) 0.00 
 0.00 
 2.76 
(3.07)
 13.28 
FSMEX  0.75 (0.07) 0.00 (0.05) 0.00 
 0.00 
 1.50 
(1.67)
 5.26 

Clearbridge Appreciation Competitive Analysis

The better you understand Clearbridge Appreciation competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Clearbridge Appreciation's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Clearbridge Appreciation's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
SAPCX AAVXF FSMFX MSTSX VIASP XTWO ARGGY KNF APAAF KMX
 0.12 
 32.72 
Clearbridge
 0.00 
 15.15 
ABIVAX
 0.39 
 7.68 
Franklin
 0.09 
 10.93 
Morningstar
 0.04 
 22.99 
Via
 0.12 
 48.81 
Bondbloxx
 0.00 
 1.85 
Aston
 2.85 
 67.06 
Knife
 0.80 
 0.09 
Appia
 0.64 
 70.98 
CarMax
Market Volatility
(90 Days Market Risk)
Very steady
Somewhat reliable
Very steady
Very steady
Very steady
Very steady
Risky
Very steady
Out of control
Very steady
Market Performance
(90 Days Performance)
Modest
OK
Very Weak
Insignificant
Good
Insignificant
Very Weak
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
About Average
Low
Low
About Average
Low
Quite High
Low
Quite High
Very Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Under Valued
Fairly Valued
Fairly Valued
Fairly Valued
Over Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Strong Buy
Not Available
Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Buy
Hold
Strong Hold
Strong Buy
Cautious Hold
Cautious Hold
Hold
Strong Sell
Strong Hold
Current Ratio
N/A
2.03
N/A
N/A
3.49
N/A
0.8
N/A
5.74
2.75
Net Asset
6.4 B
110.36 M
34.72 M
116.1 M
355.28 M
35.17 M
2.84 B
2.6 B
25.65 M
27.52 B
EBITDA
N/A
(42.25 M)
N/A
N/A
33.09 M
N/A
159.7 M
420.2 M
(2.13 M)
154.1 M
Operating Margin
N/A
4.66
N/A
N/A
-0.14
N/A
-0.13
-0.16
N/A
0.0151
Five Year Return
13.19
N/A
-1.42
8.65
8.97
N/A
N/A
N/A
N/A
N/A
One Year Return
21.38
N/A
-0.38
17.93
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
1.26
N/A
N/A
1.16
N/A
2.14
N/A
1.81
1.64
Number Of Employees
1
24
1
1
169
N/A
2.21 K
4.39 K
4
29.84 K
Three Year Return
8.1
N/A
-3.75
4.38
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
(45.66 M)
N/A
N/A
12.7 M
N/A
178.9 M
319 M
(2.42 M)
458.62 M
Total Debt
N/A
53.45 M
N/A
N/A
135 M
N/A
1.07 B
726.4 M
N/A
19.53 B
Bond Positions Weight
N/A
N/A
N/A
22.72
N/A
N/A
N/A
N/A
N/A
N/A
Holdings Turnover
N/A
N/A
N/A
269.0
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
N/A
-0.44
N/A
N/A
-0.11
N/A
-0.0313
0.0782
-0.0544
0.0177
Current Liabilities
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
1.01 B
Debt To Equity
N/A
8.03
N/A
N/A
0.69
N/A
3.67
N/A
N/A
3.59
Short Ratio
N/A
N/A
N/A
N/A
0.7
N/A
N/A
3.73
N/A
8.9
Shares Owned By Institutions
N/A
57.27
N/A
N/A
N/A
N/A
N/A
81.54
18.58
99.67
Market Capitalization
N/A
165.36 M
N/A
50.36 M
N/A
N/A
1.67 B
3.8 B
29.37 M
11.1 B
Price To Earning
19.3
-7.88
N/A
N/A
26.83
N/A
N/A
N/A
36.65
14.73
Price To Sales
2.0
20.65
N/A
N/A
N/A
N/A
1.25
1.63
N/A
0.4
Net Income
N/A
(41.36 M)
N/A
N/A
5.2 M
N/A
(191.6 M)
182.9 M
(2.44 M)
479.2 M
Shares Owned By Insiders
N/A
4.67
N/A
N/A
N/A
N/A
N/A
0.6
30.19
0.33
Year To Date Return
11.12
N/A
4.27
5.21
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
37 K
N/A
N/A
393.49 M
N/A
1.1 B
2.83 B
N/A
26.54 B
Working Capital
N/A
N/A
N/A
N/A
N/A
N/A
N/A
566.27 M
N/A
2.91 B
Profit Margin
N/A
N/A
N/A
N/A
0.0094
N/A
-0.45
0.0619
N/A
0.017
Price To Book
3.02
27.57
N/A
N/A
N/A
N/A
1.42
3.64
1.74
1.85
Current Valuation
N/A
165.28 M
N/A
N/A
535.95 M
N/A
2.86 B
4.46 B
25.85 M
30.06 B
Retained Earnings
N/A
N/A
N/A
N/A
N/A
N/A
N/A
665.8 M
N/A
4.13 B
Current Asset
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.47 B
Cash Position Weight
4.14
N/A
-4.48
14.28
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
95.86
N/A
N/A
61.63
N/A
N/A
N/A
N/A
N/A
N/A
Shares Outstanding
N/A
22.3 M
N/A
N/A
N/A
N/A
698.76 M
56.61 M
130.52 M
157.33 M
Annual Yield
N/A
N/A
0.0016
0.0223
0.0972
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
-12.86
N/A
N/A
0.017
N/A
-0.74
0.16
-0.13
0.082
Z Score
N/A
1.8
N/A
N/A
1.0
N/A
0.6
N/A
N/A
N/A
Book Value Per Share
N/A
0.36
N/A
N/A
3.66
N/A
6.74
21.53
0.19
38.54
Number Of Shares Shorted
N/A
N/A
N/A
N/A
4.29 K
N/A
N/A
1.13 M
N/A
19.64 M
Total Asset
6.57 B
110.36 M
12.01 M
215.11 M
355.28 M
35.17 M
2.84 B
2.6 B
25.65 M
27.52 B
Last Dividend Paid
0.02
N/A
0.01
N/A
0.73
N/A
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
83.2
N/A
78.14
Price To Earnings To Growth
N/A
N/A
N/A
N/A
N/A
N/A
N/A
0.92
N/A
0.9
Earnings Per Share
N/A
-2.59
N/A
N/A
1.17
N/A
-2.75
3.12
0.01
3.02
Ten Year Return
10.93
N/A
3.75
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash And Equivalents
N/A
26.57 M
N/A
N/A
51.31 M
N/A
156.2 M
10.09 M
7.83 M
102.72 M
Cash Per Share
N/A
1.58
N/A
N/A
3.23
N/A
1.34
N/A
0.06
0.36
Gross Profit
N/A
(45.52 M)
N/A
N/A
74.67 M
N/A
343.7 M
N/A
(6.78 K)
2.8 B
Day Typical Price
32.72
15.15
7.68
10.93
22.99
48.81
1.87
67.06
0.088
70.98
Accumulation Distribution
N/A
N/A
N/A
N/A
N/A
N/A
0.0314
N/A
N/A
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
N/A
N/A
0.06
N/A
N/A
N/A
Daily Balance Of Power
9.2 T
0.0
9.2 T
9.2 T
(9,223,372,036,855)
9.2 T
N/A
(9,223,372,036,855)
9.2 T
9.2 T
Period Momentum Indicator
0.04
N/A
0.03
0.01
(0.01)
0.06
N/A
(1.97)
7.0E-4
0.45
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
1.0
1.0
0.97
1.01
1.01
Day Median Price
32.72
15.15
7.68
10.93
22.99
48.81
1.88
67.06
0.088
70.98
Price Action Indicator
0.02
N/A
0.015
0.005
(0.01)
0.03
(0.03)
(0.98)
4.0E-4
0.23
Coefficient Of Variation
1433.13
812.4
8868.87
1619.9
609.96
1598.28
(1,471)
(1,151)
(2,719)
(1,406)
Mean Deviation
0.4638
1.14
0.3513
0.4731
1.28
0.1018
2.14
1.34
3.92
1.47
Jensen Alpha
0.0236
0.5559
(0.01)
0.0223
0.3174
(0.001)
(0.20)
(0.17)
(0.22)
(0.17)
Total Risk Alpha
0.0222
0.4997
(0.01)
0.0202
0.2997
(0)
(0.24)
(0.18)
(0.29)
(0.19)
Sortino Ratio
0.0384
N/A
(0.03)
0.0248
0.1496
(0.06)
N/A
N/A
N/A
N/A
Downside Variance
0.3193
N/A
0.2335
0.6844
4.62
0.0272
N/A
N/A
N/A
N/A
Standard Deviation
0.5894
4.72
0.4321
0.6476
2.08
0.1562
2.75
1.67
5.46
2.06
Kurtosis
(0.39)
66.0
0.6789
1.19
4.65
8.62
0.3593
0.0381
0.9148
5.12
Potential Upside
0.9431
N/A
0.6579
0.9242
3.96
0.1644
4.05
2.47
9.09
2.76
Treynor Ratio
0.0391
0.3548
(0.02)
0.0369
0.227
(0)
(0.25)
(0.10)
(0.18)
(0.09)
Maximum Drawdown
2.52
38.36
2.1
3.08
13.41
1.29
10.74
8.13
27.5
13.28
Variance
0.3473
22.29
0.1867
0.4194
4.33
0.0244
7.54
2.8
29.77
4.24
Market Risk Adjusted Performance
0.0491
0.3648
(0.01)
0.0469
0.237
0.0072
(0.24)
(0.09)
(0.17)
(0.08)
Risk Adjusted Performance
0.043
0.0855
0.0026
0.0389
0.1094
0.0091
(0.03)
(0.05)
(0.01)
(0.04)
Skewness
(0.13)
8.12
(0.58)
(0.75)
0.2736
0.3903
(0.23)
(0.31)
(0.25)
(1.28)
Semi Deviation
0.4997
N/A
0.4546
0.6913
1.73
0.1067
N/A
N/A
N/A
N/A
Information Ratio
0.0368
0.119
(0.03)
0.0317
0.1546
(0.06)
(0.08)
(0.1)
(0.04)
(0.08)
Value At Risk
(0.97)
N/A
(0.78)
(1.29)
(2.60)
(0.14)
(4.90)
(2.91)
(8.60)
(3.07)
Expected Short fall
(0.55)
N/A
(0.36)
(0.47)
(1.37)
(0.11)
N/A
N/A
N/A
N/A
Downside Deviation
0.5651
N/A
0.4833
0.8273
2.15
0.165
N/A
N/A
N/A
N/A
Semi Variance
0.2497
N/A
0.2066
0.4778
2.98
0.0114
N/A
N/A
N/A
N/A

Clearbridge Appreciation Competition Performance Charts

Five steps to successful analysis of Clearbridge Appreciation Competition

Clearbridge Appreciation's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Clearbridge Appreciation in relation to its competition. Clearbridge Appreciation's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Clearbridge Appreciation in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Clearbridge Appreciation's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Clearbridge Appreciation, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Clearbridge Appreciation position

In addition to having Clearbridge Appreciation in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize IT Theme or any other thematic opportunities.
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Other Information on Investing in Clearbridge Mutual Fund

Clearbridge Appreciation 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 Appreciation security.
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