Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMQIX (Legg Mason ClearBridge Equity I) | NA | -17.34% | 6.09% | 6.07% | NA | NA | NA | 0.21% |
Data as of 01/21/2015, AR inception is 12/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMQIX (Legg Mason ClearBridge Equity I) | 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 | -17.34 | 6.09 | 6.07 | NA | NA | NA | 0.21 | 0.00 | -17.29 | 31.27 | 15.04 | -3.67 | 11.58 | 26.13 | -34.91 | -6.70 | -1.15 |
| Sharpe Ratio | NA | -0.39 | 0.17 | 0.15 | NA | NA | NA | -0.01 | 0.00 | -0.54 | 2.68 | 1.15 | -0.15 | 0.61 | 0.91 | -0.90 | -0.49 | NA |
| Standard Deviation(%) | NA | 44.65 | 34.67 | 40.39 | NA | NA | NA | 26.00 | NA | 32.02 | 11.67 | 13.11 | 24.07 | 18.70 | 28.54 | 39.73 | 19.80 | 0.00 |
| Draw Down(%) | NA | 28.80 | 28.80 | 28.80 | NA | NA | NA | 57.64 | 0.00 | 28.80 | 5.85 | 10.35 | 21.32 | 16.59 | 26.83 | 46.17 | 15.52 | 1.15 |
| Yield(%) | 0.00 | 0.50 | 5.92 | 4.30 | 1.93 | 1.29 | 0.96 | 2.41 | 0.00 | 0.51 | 14.07 | 1.45 | 0.84 | 0.87 | 1.53 | 3.21 | 0.00 | 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 |
|---|---|---|---|---|
| LMQIX (Legg Mason ClearBridge Equity I) |
-11.78%
May 2007 - May 2010 |
-4.36%
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 |
|---|---|---|---|---|
| LMQIX (Legg Mason ClearBridge Equity I) |
21.98%
Feb 2009 - Feb 2012 |
20.82%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart