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LAOXX: Legg Mason Partners Institutional Trust - U.S. Treasury Obligations Money Market Fund (MUTUAL FUND)
Basic Info 1 0(0.0%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (4%) |
Start Date: | 09/19/2018 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | - |
Expenses | - |
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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 | Since 09/19/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.3 | 5.0 | 375.6 | -11.4 | -6.2 | -73.5 | 39566.4 | 1.5 | -99.1 | -40.2 | 25.2 |
Sharpe Ratio | NA | 0.42 | 0.01 | 0.91 | -0.04 | -0.02 | -0.28 | 86.52 | 0.0 | -0.39 | -1.98 | 9.9 |
Draw Down(%) | NA | 0.0 | 80.1 | 96.0 | 99.5 | 99.5 | 80.1 | 71.4 | 96.0 | 99.2 | 43.0 | 3.1 |
Standard Deviation(%) | NA | 1.3 | 229.1 | 409.2 | 337.9 | 319.9 | 275.4 | 457.3 | 467.9 | 256.3 | 21.0 | 12.2 |
Treynor Ratio | NA | -0.46 | 0.01 | -17.04 | 0.4 | 0.26 | -0.77 | -710.9 | -0.08 | 2.73 | -3.87 | -32.3 |
Alpha | NA | 0.0 | 1.2 | 5.91 | 3.4 | 3.07 | 0.95 | 7.23 | 9.45 | -0.61 | -0.21 | 0.31 |
Beta | NA | -0.01 | 1.43 | -0.22 | -0.32 | -0.3 | 1.01 | -0.56 | -0.19 | -0.36 | 0.11 | -0.04 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/19/2018
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