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LMRNX: Legg Mason Inv Counsel Social Aware I (MUTUAL FUND)
Basic Info 24.54 0.11(0.45%) January 15
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 6.02% |
| Expenses | 1.00% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -1.6 | -0.6 | 18.3 | 13.1 | 14.3 | 9.6 | 8.2 | 20.9 | 25.1 | -1.0 | 16.7 | 6.0 | -1.9 | 9.0 | 18.7 | 10.4 | -0.4 | 11.1 | 21.5 | -23.3 |
| SR | NA | -1.45 | 0.81 | 0.78 | 1.06 | 0.78 | 0.55 | 0.92 | 2.8 | -0.19 | 3.1 | 0.65 | -0.19 | 1.12 | 2.47 | 1.15 | -0.02 | 0.87 | 1.15 | -1.27 |
| DD(%) | NA | 1.6 | 23.2 | 23.2 | 23.2 | 23.2 | 37.4 | 23.2 | 3.9 | 14.1 | 2.3 | 7.3 | 8.4 | 5.2 | 4.5 | 7.5 | 13.1 | 11.7 | 19.9 | 33.7 |
| SD(%) | NA | 9.8 | 22.3 | 15.5 | 12.8 | 11.9 | 14.2 | 22.3 | 8.5 | 12.3 | 5.2 | 8.9 | 10.3 | 8.0 | 7.6 | 9.1 | 16.5 | 12.6 | 18.6 | 39.7 |
| TR | NA | -0.12 | 0.17 | 0.62 | 0.63 | 0.3 | 0.17 | 0.19 | 5.6 | -0.02 | 0.13 | 0.05 | -0.02 | 0.08 | 0.18 | 0.09 | 0.0 | 0.09 | 0.19 | -0.45 |
| Alpha(%) | NA | -0.11 | 0.01 | 0.04 | 0.04 | 0.02 | 0.02 | 0.01 | 0.08 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | -0.04 |
| Beta(%) | NA | 1.16 | 1.06 | 0.2 | 0.21 | 0.31 | 0.45 | 1.06 | 0.04 | 1.24 | 1.21 | 1.12 | 1.16 | 1.18 | 1.06 | 1.2 | 1.2 | 1.17 | 1.11 | 1.12 |
| RS | NA | 0.91 | 0.97 | 0.19 | 0.2 | 0.28 | 0.4 | 0.97 | 0.08 | 0.97 | 0.87 | 0.96 | 0.96 | 0.95 | 0.93 | 0.93 | 0.97 | 0.96 | 0.97 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
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* Day change on 01/15/2021.Best Closed End Funds
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