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LAOCX: LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS C (MUTUAL FUND)
Basic Info 10.81 0.05(0.46%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (69%) |
Start Date: | 08/02/2012 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 1.45% |
Expenses | 0.85% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -4.4 | -4.1 | -2.8 | -0.1 | 0.4 | -0.2 | 2.7 | -5.7 | -1.7 | 5.9 | 5.3 | -4.1 | 6.1 | 3.5 | -6.3 | 3.9 | 0.2 | 4.4 |
Sharpe Ratio | NA | -2.17 | -0.73 | -0.72 | -0.27 | -0.11 | -0.02 | -0.17 | -1.17 | -0.45 | 0.81 | 0.79 | -0.96 | 1.29 | 0.52 | -1.22 | 0.79 | 0.04 | 2.65 |
Draw Down(%) | NA | 5.1 | 12.5 | 16.0 | 16.0 | 16.0 | 16.0 | 12.5 | 11.5 | 3.5 | 12.5 | 4.4 | 10.4 | 4.3 | 3.7 | 10.1 | 4.5 | 8.4 | 1.4 |
Standard Deviation(%) | NA | 7.4 | 9.0 | 6.9 | 6.6 | 6.0 | 5.9 | 9.2 | 6.0 | 3.8 | 6.9 | 5.0 | 5.6 | 4.3 | 6.3 | 5.1 | 4.9 | 5.6 | 4.3 |
Treynor Ratio | NA | -1.17 | -0.29 | -0.63 | -0.16 | -0.05 | -0.01 | -0.1 | -1.19 | -0.22 | 0.44 | 0.2 | -0.43 | 0.32 | 0.11 | -0.34 | 0.16 | 0.01 | 0.92 |
Alpha | NA | -0.07 | -0.04 | -0.02 | -0.01 | -0.01 | -0.01 | -0.02 | -0.02 | -0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.0 | -0.03 | 0.0 | -0.03 | 0.03 |
Beta | NA | 0.14 | 0.22 | 0.08 | 0.11 | 0.13 | 0.14 | 0.16 | 0.06 | 0.08 | 0.13 | 0.2 | 0.13 | 0.17 | 0.29 | 0.18 | 0.25 | 0.25 | 0.12 |
RSquared | NA | 0.05 | 0.09 | 0.04 | 0.14 | 0.16 | 0.17 | 0.06 | 0.06 | 0.08 | 0.4 | 0.26 | 0.14 | 0.08 | 0.4 | 0.3 | 0.35 | 0.25 | 0.11 |
Yield(%) | N/A | 1.1 | 2.9 | 1.3 | 0.9 | 1.8 | N/A | 2.3 | 0.1 | 0.7 | 0.1 | 0.8 | 2.4 | 2.8 | 0.0 | 3.7 | 5.2 | 1.3 | 3.0 |
Dividend Growth(%) | N/A | -50.0 | 466.7 | N/A | N/A | N/A | N/A | 2500.0 | -88.9 | 800.0 | -88.9 | -69.0 | -9.4 | N/A | -100.0 | -29.2 | 282.4 | -54.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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