Find A Portfolio/Ticker
Comparison Box
LGOAX: Legg Mason Cap Mgmt Opportunity A (MUTUAL FUND)
Basic Info 31.04 0.39(1.24%) October 19
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 02/05/2009 |
| Last Dividend Date: | 06/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.02% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/16/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.8 | 7.6 | 23.9 | 10.4 | 9.3 | 11.7 | 17.4 | 34.2 | -9.8 | 25.9 | -0.3 | 0.5 | 11.0 | 68.0 | 40.7 | -34.4 | 17.4 | 96.3 |
| SR | NA | 0.2 | 0.52 | 0.29 | 0.29 | 0.42 | 0.58 | 1.57 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.68 | 1.87 | -0.98 | 0.58 | 2.35 |
| DD(%) | NA | 50.6 | 50.6 | 50.6 | 50.6 | 50.6 | 50.6 | 15.7 | 31.9 | 9.3 | 28.7 | 17.3 | 13.7 | 9.1 | 17.7 | 46.8 | 27.3 | 34.7 |
| SD(%) | NA | 54.7 | 49.1 | 33.8 | 30.2 | 27.2 | 29.6 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.6 | 18.5 | 21.9 | 35.0 | 29.9 | 47.2 |
| TR | NA | 0.09 | 0.22 | 0.08 | 0.07 | 0.09 | 0.13 | 0.23 | -0.08 | 0.18 | 0.0 | 0.0 | 0.08 | 0.51 | 0.29 | -0.27 | 0.13 | 0.86 |
| Alpha(%) | NA | 0.11 | 0.11 | 0.04 | 0.01 | 0.0 | 0.01 | -0.02 | 0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.04 | 0.06 | -0.16 | -0.03 | 0.09 |
| Beta(%) | NA | 1.17 | 1.17 | 1.22 | 1.26 | 1.28 | 1.28 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.42 | 1.27 | 1.31 | 1.28 |
| RS | NA | 0.88 | 0.87 | 0.83 | 0.78 | 0.8 | 0.83 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.79 | 0.82 | 0.91 | 0.9 | 0.89 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/05/2009
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 MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- PMVYX (Putnam Multi-Cap Value Y) 0.71% (100%)
- LGOAX (Legg Mason Cap Mgmt Opportunity A) 1.24% (98%)
- NSEIX (Nicholas Equity Income I) 1.37% (98%)
- CAMMX (Cambiar Smid 30 Investor) 1.10% (97%)
- VALUX (Al Frank Inv) 1.19% (97%)
- VEVIX (Victory Established Value I) 1.21% (96%)
- MIDIX (DWS Dreman Mid Cap Value I) 1.69% (96%)
- PMVQX (Prudential Mid Cap Value Q) 1.43% (94%)
- LMOFX (Legg Mason Opportunity FI) 1.24% (93%)
- IMSCX (IMS Capital Value) 1.32% (92%)
Best ETFs
- SYLD (Cambria Shareholder Yield ETF) 1.11% (86%)
- VOE (Vanguard Mid-Cap Value ETF) 1.12% (71%)
- IVOV (Vanguard S&P Mid-Cap 400 Value ETF) 1.22% (48%)
- PEY (PowerShares High Yld Eq Div Achiev ETF) 1.57% (47%)
- RWK (RevenueShares Mid Cap ETF) 1.32% (46%)
- DVY (iShares Select Dividend) 0.95% (45%)
- JKI (iShares Morningstar Mid-Cap Value) 1.21% (35%)
- IWS (iShares Russell Mid-Cap Value) 1.15% (31%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.40% (30%)
- IJJ (iShares S&P Mid-Cap 400 Value) 1.19% (23%)
Latest Articles Related to LGOAX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments