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LMIMX: Legg Mason Target Retirement I (MUTUAL FUND)
Basic Info
| Asset Class: | Retirement Income |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 27.54% |
| Expenses | 0.85% |
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Performance Analytics (As of 11/19/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/08/2008 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.2 | 7.7 | 8.0 | 7.0 | 4.5 | 5.7 | 12.0 | 2.1 | 14.5 | 28.0 | -17.6 |
| Sharpe Ratio | NA | 0.83 | 1.26 | 0.81 | 0.57 | 0.78 | 1.01 | 2.15 | 0.12 | 1.78 | 2.1 | -1.6 |
| Draw Down(%) | NA | 3.5 | 6.2 | 11.9 | 30.5 | 3.5 | 6.2 | 4.6 | 11.9 | 6.1 | 17.2 | 28.5 |
| Standard Deviation(%) | NA | 6.3 | 6.1 | 9.8 | 12.2 | 6.5 | 5.6 | 5.6 | 17.8 | 8.1 | 13.3 | 28.7 |
| Treynor Ratio | NA | 0.05 | 0.06 | 0.05 | 0.05 | 0.05 | 0.04 | 0.09 | 0.01 | 0.1 | 0.19 | -0.33 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.0 | 0.02 | -0.06 |
| Beta | NA | 1.04 | 1.3 | 1.45 | 1.45 | 1.0 | 1.37 | 1.37 | 1.64 | 1.43 | 1.48 | 1.41 |
| RSquared | NA | 0.26 | 0.63 | 0.44 | 0.64 | 0.23 | 0.9 | 0.8 | 0.31 | 0.88 | 0.87 | 0.84 |
| Yield(%) | N/A | 27.5 | 12.5 | 9.7 | N/A | 25.8 | 2.5 | 3.1 | 3.4 | 3.7 | 5.1 | 2.4 |
| Dividend Growth(%) | N/A | 1023.5 | 283.5 | N/A | N/A | 939.3 | -11.5 | -9.9 | 0.7 | -8.5 | 65.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2008
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