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LMOFX: Legg Mason Opportunity FI (MUTUAL FUND)
Basic Info 48.27 0.66(1.39%) March 05
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 02/17/2004 |
| Last Dividend Date: | 06/18/2013 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.40% |
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Performance Analytics (As of 03/05/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 17.2 | 91.5 | 24.4 | 22.4 | 15.9 | 7.0 | 7.5 | 38.5 | 34.1 | -9.8 | 25.9 | -0.3 | 0.4 | 10.9 | 68.0 | 40.7 | -34.5 | 17.2 | 83.6 | -69.0 | -10.1 | 14.1 | 7.4 | 10.5 |
| SR | NA | 5.53 | 1.83 | 0.68 | 0.73 | 0.57 | NA | 0.22 | 0.76 | 1.56 | -0.47 | 1.59 | -0.02 | 0.02 | 0.62 | 3.69 | 1.88 | -0.99 | 0.58 | 1.7 | -1.29 | -0.57 | 0.63 | 0.34 | 0.63 |
| DD(%) | NA | 6.0 | 38.9 | 50.6 | 50.6 | 50.6 | NA | 85.0 | 50.6 | 15.7 | 31.9 | 9.3 | 28.7 | 17.3 | 13.8 | 9.2 | 17.6 | 46.8 | 27.4 | 43.5 | 75.6 | 25.2 | 19.9 | 13.7 | 17.0 |
| SD(%) | NA | 27.7 | 49.9 | 34.4 | 29.8 | 27.4 | NA | 29.9 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.6 | 18.4 | 21.8 | 35.0 | 29.8 | 49.1 | 54.3 | 23.2 | 17.1 | 15.7 | 17.7 |
| TR | NA | 1.34 | 0.79 | 0.2 | 0.18 | 0.12 | NA | 0.05 | 0.33 | 0.22 | -0.08 | 0.18 | 0.0 | 0.0 | 0.08 | 0.51 | 0.29 | -0.27 | 0.13 | 0.65 | -0.62 | -0.12 | 0.08 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.12 | 0.16 | 0.06 | 0.03 | 0.01 | NA | 0.0 | 0.13 | -0.02 | 0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.04 | 0.06 | -0.16 | -0.03 | 0.09 | -0.24 | -0.02 | 0.0 | NA | NA |
| Beta(%) | NA | 1.15 | 1.15 | 1.2 | 1.23 | 1.27 | NA | 1.23 | 1.15 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.41 | 1.27 | 1.31 | 1.28 | 1.12 | 1.14 | 1.44 | NA | NA |
| RS | NA | 0.6 | 0.84 | 0.81 | 0.77 | 0.79 | NA | 0.77 | 0.85 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.78 | 0.82 | 0.91 | 0.9 | 0.88 | 0.83 | 0.67 | 0.16 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/2004
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See MID-CAP VALUE Asset Class Trend Rankings |
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