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LMFIX: Legg Mason Target Retirement 2015 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 22.44% |
| Expenses | 0.85% |
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Performance Analytics (As of 11/19/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/08/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.6 | 7.0 | 6.3 | 4.7 | 3.2 | 9.9 | 8.2 | -4.6 | 13.8 | 27.8 | -21.8 |
| Sharpe Ratio | NA | 0.65 | 1.0 | 0.63 | 0.3 | 0.5 | 1.4 | 1.17 | -0.33 | 1.13 | 1.43 | -1.25 |
| Draw Down(%) | NA | 4.8 | 6.8 | 12.8 | 37.5 | 4.8 | 6.8 | 6.2 | 12.8 | 9.8 | 21.8 | 34.3 |
| Standard Deviation(%) | NA | 7.0 | 7.0 | 10.0 | 15.3 | 7.1 | 7.1 | 7.0 | 14.0 | 12.2 | 19.4 | 43.2 |
| Treynor Ratio | NA | 0.05 | 0.08 | 0.07 | 0.05 | 0.04 | 0.09 | 0.09 | -0.06 | 0.12 | 0.25 | -0.53 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.89 | 0.9 | 0.95 | 1.02 | 0.87 | 1.12 | 0.94 | 0.8 | 1.11 | 1.12 | 1.03 |
| RSquared | NA | 0.45 | 0.72 | 0.72 | 0.85 | 0.41 | 0.95 | 0.89 | 0.55 | 0.96 | 0.95 | 0.91 |
| Yield(%) | N/A | 22.4 | 9.9 | 7.3 | N/A | 20.9 | 2.0 | 2.0 | 2.2 | 2.8 | 3.6 | 1.9 |
| Dividend Growth(%) | N/A | 1064.6 | 291.1 | N/A | N/A | 983.8 | 9.5 | -15.4 | -12.2 | -4.8 | 48.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2008
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View Historical Data in an advanced chart |
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See Target Date 2011-2015 Asset Class Trend Rankings |
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