Find A Portfolio/Ticker
Comparison Box
LCOAX: Legg Mason Glbl Crrnts Intl Sm Cp Opp A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Small/Mid Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/04/2010 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 2.13% |
| Expenses | 1.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/18/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.2 | -14.7 | 0.9 | -2.6 | 4.0 | 4.9 | -14.8 | 14.0 | 5.5 | 15.6 | -22.8 | 32.3 | -1.3 | 5.7 | -6.9 | 31.0 | 28.2 | -14.5 | 6.8 |
| SR | NA | 0.74 | -0.73 | 0.01 | -0.18 | 0.22 | 0.28 | -0.72 | 0.95 | 0.18 | 1.25 | -1.8 | 4.4 | -0.1 | 0.44 | -0.71 | 3.0 | 2.23 | -0.7 | 2.52 |
| DD(%) | NA | 0.1 | 30.6 | 39.7 | 49.6 | 49.6 | 49.6 | 32.4 | 10.3 | 40.1 | 13.7 | 30.4 | 3.4 | 12.9 | 13.6 | 16.7 | 7.9 | 11.0 | 23.9 | 5.6 |
| SD(%) | NA | 1.0 | 22.2 | 23.1 | 19.5 | 16.0 | 16.1 | 22.5 | 14.8 | 29.6 | 11.3 | 13.4 | 7.2 | 15.2 | 13.0 | 9.7 | 10.3 | 12.7 | 20.6 | 12.3 |
| TR | NA | -0.63 | -0.16 | 0.0 | -0.04 | 0.04 | 0.05 | -0.16 | 0.14 | 0.06 | 0.15 | -0.27 | 0.4 | -0.02 | 0.07 | -0.1 | 0.42 | 0.4 | -0.19 | 0.5 |
| Alpha(%) | NA | 0.01 | -0.04 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | 0.02 | -0.01 | -0.01 | 0.03 | -0.03 | 0.01 | -0.01 | 0.02 | 0.04 | -0.01 | 0.0 |
| Beta(%) | NA | -0.01 | 0.99 | 0.95 | 0.94 | 0.89 | 0.85 | 1.02 | 0.98 | 0.92 | 0.93 | 0.9 | 0.79 | 0.77 | 0.85 | 0.69 | 0.74 | 0.72 | 0.77 | 0.62 |
| RS | NA | 0.03 | 0.91 | 0.92 | 0.9 | 0.87 | 0.88 | 0.93 | 0.86 | 0.93 | 0.84 | 0.83 | 0.77 | 0.85 | 0.84 | 0.77 | 0.8 | 0.87 | 0.95 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2010
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Small/Mid Value
Best Mutual Funds
- DISVX (DFA International Small Cap Value I) (100%)
- TFSCX (Templeton Instl Foreign Smaller Co Ser A) (85%)
- PIVYX (Putnam International Capital Opp Y) (81%)
- NAPIX (ING International SmallCap I) (78%)
- TISVX (Transamerica International Sm Cp Val I) (74%)
- DFVQX (DFA International Vector Equity Instl) (70%)
- GICIX (Goldman Sachs Structured Intl Small Cp I) (67%)
- QUSIX (Pear Tree Polaris Fgn Val Sm Cap Instl) (59%)
- BISMX (Brandes International Small Cap Equity I) (26%)
- FMNEX (RBB Free Market Intl Equity Instl) (15%)
Best ETFs
- DIM (WisdomTree International MidCap Div ETF) (96%)
- DLS (WisdomTree International SmallCp Div ETF) (93%)
- PDN (PowerShares FTSE RAFI DvMkt exUS S/M ETF) (89%)
- IDHQ (PowerShares S&P Intl Dev Hi Qual ETF) (33%)
- FDTS (First Trust DevMkts exUS SC AlphaDEX®ETF) (30%)
- GVAL (Cambria Global Value ETF) (4%)
Latest Articles Related to LCOAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
