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LMNIX: Legg Mason Target Retirement 2035 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 27.79% |
| 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 | 6.9 | 14.4 | 10.7 | 6.7 | 4.1 | 20.6 | 16.4 | -2.9 | 14.7 | 28.1 | -28.3 |
| Sharpe Ratio | NA | 0.82 | 1.32 | 0.72 | 0.3 | 0.54 | 2.14 | 1.38 | -0.13 | 0.86 | 1.06 | -1.07 |
| Draw Down(%) | NA | 7.1 | 10.3 | 20.0 | 46.0 | 7.1 | 7.5 | 10.3 | 20.0 | 14.0 | 26.9 | 41.7 |
| Standard Deviation(%) | NA | 8.4 | 10.9 | 14.7 | 21.8 | 8.5 | 9.6 | 11.9 | 22.1 | 17.0 | 26.3 | 60.6 |
| Treynor Ratio | NA | 0.08 | 0.15 | 0.11 | 0.07 | 0.05 | 0.21 | 0.16 | -0.03 | 0.15 | 0.27 | -0.65 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 |
| Beta | NA | 0.9 | 0.98 | 1.01 | 1.01 | 0.89 | 0.99 | 1.01 | 1.03 | 1.01 | 1.04 | 1.0 |
| RSquared | NA | 0.88 | 0.96 | 0.98 | 0.97 | 0.87 | 0.98 | 0.97 | 0.99 | 0.99 | 0.97 | 0.95 |
| Yield(%) | N/A | 27.8 | 14.6 | 10.0 | N/A | 25.6 | 3.9 | 2.4 | 2.2 | 1.9 | 2.3 | 1.3 |
| Dividend Growth(%) | N/A | 843.4 | 762.0 | N/A | N/A | 639.8 | 90.0 | 3.7 | 28.0 | 5.6 | 23.4 | 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 2031-2035 Asset Class Trend Rankings |
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