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LMJIX: Legg Mason Target Retirement 2050 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 28.81% |
| 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 | 8.0 | 15.5 | 11.3 | 7.3 | 4.8 | 23.4 | 16.3 | -3.4 | 15.1 | 29.7 | -28.8 |
| Sharpe Ratio | NA | 0.85 | 1.3 | 0.72 | 0.32 | 0.57 | 2.2 | 1.26 | -0.14 | 0.85 | 1.07 | -1.07 |
| Draw Down(%) | NA | 7.9 | 11.2 | 21.2 | 46.5 | 7.9 | 7.7 | 11.2 | 21.2 | 14.4 | 27.4 | 42.3 |
| Standard Deviation(%) | NA | 9.4 | 11.9 | 15.7 | 22.7 | 9.5 | 10.6 | 13.0 | 23.5 | 17.6 | 27.8 | 61.8 |
| Treynor Ratio | NA | 0.1 | 0.16 | 0.12 | 0.08 | 0.06 | 0.25 | 0.17 | -0.03 | 0.16 | 0.3 | -0.72 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.84 | 0.94 | 0.96 | 0.95 | 0.83 | 0.93 | 0.99 | 0.99 | 0.96 | 0.99 | 0.91 |
| RSquared | NA | 0.94 | 0.94 | 0.96 | 0.95 | 0.94 | 0.95 | 0.93 | 0.98 | 0.97 | 0.95 | 0.94 |
| Yield(%) | N/A | 28.8 | 14.8 | 10.1 | N/A | 27.0 | 2.1 | 2.0 | 1.9 | 1.5 | 2.3 | 1.1 |
| Dividend Growth(%) | N/A | 1753.8 | 894.0 | N/A | N/A | 1434.4 | 20.8 | -0.5 | 37.4 | -14.4 | 50.8 | 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 |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2046-2050 Asset Class Trend Rankings |
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