LMEMX: QS BATTERYMARCH EMERGING MARKETS FUND CLASS C (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/19/1996 |
| Last Dividend Date: | 12/09/2015 |
| 12-Mo. Yield | 0.26% |
| Expenses | 2.25% |
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Performance Analytics (As of 09/02/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/19/1996 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.0 | -2.5 | -4.2 | 0.6 | 8.0 | 5.6 | 5.6 | 11.2 | -16.1 | -6.4 | -8.0 | 13.8 | -23.2 | 17.4 | 74.7 | -57.6 | 45.7 | 33.2 | 38.4 | 20.7 | 70.3 | -14.6 | 3.9 | -30.4 | 101.1 | -29.3 | -6.2 | 7.6 |
| Sharpe Ratio | NA | 0.51 | -0.18 | -0.25 | 0.0 | NA | NA | 0.18 | 0.96 | -0.97 | -0.55 | -0.57 | 0.79 | -0.86 | 0.75 | 2.34 | -1.19 | 1.79 | 1.6 | 2.74 | 1.12 | 4.25 | -0.88 | 0.07 | -1.43 | 5.34 | -1.18 | -0.55 | 2.33 |
| Draw Down(%) | NA | 19.4 | 34.7 | 37.3 | 68.3 | NA | NA | 68.3 | 10.9 | 26.3 | 16.3 | 18.7 | 19.0 | 31.4 | 19.4 | 23.8 | 66.9 | 17.6 | 24.6 | 11.7 | 23.2 | 12.2 | 33.2 | 32.6 | 38.7 | 11.4 | 49.2 | 28.9 | 3.6 |
| Standard Deviation(%) | NA | 17.3 | 14.9 | 17.1 | 25.4 | NA | NA | 22.8 | 17.5 | 16.7 | 11.5 | 14.2 | 17.5 | 26.8 | 23.1 | 31.9 | 49.2 | 24.0 | 18.8 | 13.2 | 17.6 | 16.4 | 17.9 | 22.3 | 24.2 | 18.3 | 27.6 | 17.6 | 7.9 |
| Treynor Ratio | NA | 0.1 | -0.03 | -0.04 | 0.0 | NA | NA | 0.04 | 0.19 | -0.18 | -0.08 | -0.09 | 0.13 | -0.23 | 0.16 | 0.77 | -0.61 | 0.45 | 0.31 | 0.38 | 0.2 | 0.72 | -0.18 | 0.02 | -0.33 | 1.08 | -0.38 | -0.12 | 0.24 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.02 | -0.01 | -0.03 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.05 | 0.02 | 0.02 | 0.02 | -0.02 | 0.04 | -0.04 | 0.02 | -0.01 | 0.11 | -0.07 | 0.03 | 0.03 |
| Beta | NA | 0.91 | 0.87 | 0.94 | 0.97 | NA | NA | 0.95 | 0.89 | 0.89 | 0.83 | 0.94 | 1.05 | 1.03 | 1.07 | 0.97 | 0.96 | 0.96 | 0.96 | 0.94 | 0.99 | 0.97 | 0.87 | 0.8 | 1.03 | 0.9 | 0.87 | 0.84 | 0.77 |
| RSquared | NA | 0.92 | 0.91 | 0.93 | 0.96 | NA | NA | 0.89 | 0.91 | 0.94 | 0.88 | 0.9 | 0.96 | 0.98 | 0.96 | 0.97 | 0.97 | 0.93 | 0.91 | 0.85 | 0.87 | 0.75 | 0.79 | 0.72 | 0.76 | 0.71 | 0.76 | 0.84 | 0.53 |
| Yield(%) | N/A | 0.3 | 0.3 | 0.3 | 4.0 | 9.5 | 6.7 | N/A | 0.0 | 0.2 | 0.2 | 0.7 | 0.7 | 0.0 | 0.0 | 0.4 | 1.3 | 23.2 | 14.4 | 18.0 | 6.5 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.1 | 0.3 |
| Dividend Growth(%) | N/A | -4.9 | 3.5 | -95.8 | 97.4 | N/A | N/A | N/A | -100.0 | -4.9 | -71.7 | 17.9 | N/A | N/A | -100.0 | -88.2 | -93.1 | 84.5 | -1.9 | 205.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -66.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1996
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