Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMQAX (Legg Mason ClearBridge Equity A) | NA | -17.58% | 5.82% | 5.94% | NA | NA | NA | 1.43% |
Data as of 01/21/2015, AR inception is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMQAX (Legg Mason ClearBridge Equity A) | 12/28/2006 | 01/21/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.58 | 5.82 | 5.94 | NA | NA | NA | 1.43 | 0.00 | -17.52 | 30.89 | 14.83 | -3.30 | 11.32 | 25.61 | -35.17 | 3.90 | -0.76 |
| Sharpe Ratio | NA | -0.39 | 0.17 | 0.15 | NA | NA | NA | 0.03 | 0.00 | -0.55 | 2.65 | 1.14 | -0.14 | 0.60 | 0.90 | -0.90 | 0.05 | NA |
| Standard Deviation(%) | NA | 44.78 | 34.80 | 40.56 | NA | NA | NA | 25.70 | 0.00 | 32.07 | 11.63 | 13.10 | 23.98 | 18.64 | 28.48 | 39.77 | 16.80 | 0.00 |
| Draw Down(%) | NA | 28.86 | 28.86 | 28.86 | NA | NA | NA | 53.14 | 0.00 | 28.86 | 5.86 | 10.44 | 21.40 | 16.59 | 26.89 | 46.35 | 11.40 | 0.76 |
| Yield(%) | 0.00 | 0.35 | 5.73 | 4.13 | 2.93 | 1.95 | 1.47 | 3.66 | 0.00 | 0.35 | 13.94 | 1.23 | 0.86 | 0.61 | 1.17 | 3.41 | 10.80 | 0.00 |
Data as of 01/21/2015, AR inception is 12/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMQAX (Legg Mason ClearBridge Equity A) |
-8.80%
May 2007 - May 2010 |
-2.39%
May 2007 - May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMQAX (Legg Mason ClearBridge Equity A) |
21.89%
Feb 2009 - Feb 2012 |
20.66%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart