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LGOAX: Legg Mason Cap Mgmt Opportunity A (MUTUAL FUND)
Basic Info 44.8 0.21(0.47%) January 26
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 02/05/2009 |
| Last Dividend Date: | 06/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.02% |
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Performance Analytics (As of 01/22/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.5 | 12.0 | 57.2 | 20.6 | 24.3 | 14.9 | 20.6 | 38.6 | 34.2 | -9.8 | 25.9 | -0.3 | 0.5 | 11.0 | 68.0 | 40.7 | -34.4 | 17.4 | 96.3 |
| SR | NA | 28.04 | 1.0 | 0.55 | 0.75 | 0.53 | 0.69 | 0.76 | 1.57 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.68 | 1.87 | -0.98 | 0.58 | 2.35 |
| DD(%) | NA | 1.7 | 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 | 25.2 | 50.5 | 34.4 | 30.1 | 27.4 | 29.6 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.6 | 18.5 | 21.9 | 35.0 | 29.9 | 47.2 |
| TR | NA | 7.9 | 0.44 | 0.16 | 0.18 | 0.12 | 0.16 | 0.33 | 0.23 | -0.08 | 0.18 | 0.0 | 0.0 | 0.08 | 0.51 | 0.29 | -0.27 | 0.13 | 0.86 |
| Alpha(%) | NA | 0.62 | 0.15 | 0.06 | 0.04 | 0.01 | 0.01 | 0.13 | -0.02 | 0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.04 | 0.06 | -0.16 | -0.03 | 0.09 |
| Beta(%) | NA | 0.9 | 1.15 | 1.2 | 1.24 | 1.27 | 1.28 | 1.15 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.42 | 1.27 | 1.31 | 1.28 |
| RS | NA | 0.41 | 0.85 | 0.81 | 0.77 | 0.79 | 0.82 | 0.85 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
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