Find A Portfolio/Ticker
Comparison Box
LMOPX: Legg Mason Cap Mgmt Opportunity C (MUTUAL FUND)
Basic Info 20.15 0.05(0.25%) March 20
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 01/11/2000 |
| Last Dividend Date: | 12/09/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.80% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.6 | 3.3 | -26.6 | 18.7 | 0.4 | 6.8 | 4.3 | 4.9 | -36.7 | -5.1 | 37.6 | 33.2 | -10.5 | 25.0 | -1.0 | -0.2 | 10.0 | 66.8 | 39.6 | -34.9 | 16.6 | 83.1 | -65.4 | -1.5 | 13.4 | 6.7 | 13.8 | 68.0 | -15.5 | 1.9 | -2.2 |
| SR | NA | 0.3 | -0.75 | 0.36 | -0.03 | 0.22 | NA | 0.13 | -0.96 | -0.21 | 0.74 | 1.52 | -0.5 | 1.53 | -0.04 | -0.01 | 0.57 | 3.62 | 1.82 | -0.99 | 0.55 | 1.69 | -1.24 | -0.21 | 0.59 | 0.29 | 0.74 | 4.01 | -0.54 | -0.01 | -0.28 |
| DD(%) | NA | 20.0 | 35.9 | 53.0 | 53.0 | 53.0 | NA | 81.5 | 40.9 | 28.2 | 50.7 | 15.7 | 32.1 | 9.3 | 28.7 | 17.4 | 13.8 | 9.2 | 18.0 | 47.1 | 27.5 | 43.3 | 72.8 | 19.8 | 20.0 | 13.9 | 17.0 | 14.3 | 39.8 | 35.8 | 22.0 |
| SD(%) | NA | 32.3 | 39.1 | 36.5 | 34.1 | 28.5 | NA | 29.4 | 39.8 | 24.6 | 50.2 | 21.1 | 23.8 | 16.0 | 28.5 | 22.9 | 17.5 | 18.4 | 21.9 | 35.2 | 29.8 | 49.2 | 53.3 | 21.6 | 17.1 | 15.7 | 17.5 | 16.8 | 30.9 | 29.5 | 22.9 |
| TR | NA | 0.06 | -0.19 | 0.1 | -0.01 | 0.05 | NA | 0.03 | -0.24 | -0.04 | 0.32 | 0.22 | -0.09 | 0.18 | -0.01 | 0.0 | 0.08 | 0.5 | 0.28 | -0.28 | 0.13 | 0.64 | -0.59 | -0.04 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.25 | -0.04 | -0.03 | -0.02 | -0.01 | NA | 0.0 | -0.12 | -0.14 | 0.13 | -0.02 | 0.03 | 0.01 | -0.08 | 0.01 | -0.03 | 0.04 | 0.05 | -0.16 | -0.04 | 0.09 | -0.2 | 0.02 | -0.01 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.57 | 1.59 | 1.29 | 1.27 | 1.3 | NA | 1.26 | 1.59 | 1.17 | 1.15 | 1.47 | 1.38 | 1.38 | 1.58 | 1.31 | 1.31 | 1.34 | 1.41 | 1.27 | 1.31 | 1.29 | 1.12 | 1.16 | 1.44 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.77 | 0.77 | 0.72 | 0.76 | 0.74 | NA | 0.67 | 0.75 | 0.54 | 0.85 | 0.74 | 0.77 | 0.49 | 0.72 | 0.75 | 0.74 | 0.79 | 0.82 | 0.91 | 0.9 | 0.87 | 0.86 | 0.8 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/11/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP VALUE Asset Class Trend Rankings |
Top Rated Funds in MID-CAP VALUE
Best Mutual Funds
- FDVLX (Fidelity Value) 1.68% (99%)
- JMCVX (Perkins Mid Cap Value T) 1.49% (98%)
- MLPIX (ProFunds Mid Cap Value Inv) 1.59% (97%)
- NBREX (Neuberger Berman M/C Intrinsic Val Tr) 1.52% (97%)
- VMVIX (Vanguard Mid-Cap Value Index Inv) 1.49% (97%)
- FRBSX (Franklin Balance Sheet Investment A) 1.35% (93%)
- GCMAX (Goldman Sachs Mid Cap Value A) 1.37% (93%)
- LMOPX (Legg Mason Cap Mgmt Opportunity C) 0.25% (92%)
- NSEIX (Nicholas Equity Income I) 1.10% (92%)
- SMVTX (RidgeWorth Mid-Cap Value Equity I) 1.17% (92%)
Best ETFs
- DVY (iShares Select Dividend) 1.95% (100%)
- MPIQMKTUNRATE (MPIQ Unrate Plus) 0.0% (100%)
- IWS (iShares Russell Mid-Cap Value) 1.51% (99%)
- IJJ (iShares S&P Mid-Cap 400 Value) 1.65% (98%)
- DON (WisdomTree MidCap Dividend ETF) 1.82% (96%)
- FAB (First Trust Multi Cap Val AlphaDEX ETF) 1.43% (96%)
- JKI (iShares Morningstar Mid-Cap Value) (95%)
- RPV (Guggenheim S&P 500 Pure Value ETF) 0.29% (95%)
- RWK (RevenueShares Mid Cap ETF) 1.24% (95%)
- VOE (Vanguard Mid-Cap Value ETF) 1.47% (94%)
Latest Articles Related to LMOPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
