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LMKIX: Legg Mason Target Retirement 2045 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2041-2045 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 31.97% |
| 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 | 7.5 | 15.4 | 11.2 | 7.1 | 4.4 | 23.5 | 16.2 | -3.7 | 14.9 | 29.7 | -28.8 |
| Sharpe Ratio | NA | 0.78 | 1.28 | 0.71 | 0.31 | 0.51 | 2.22 | 1.25 | -0.16 | 0.85 | 1.07 | -1.07 |
| Draw Down(%) | NA | 8.0 | 11.1 | 21.3 | 46.4 | 8.0 | 7.6 | 11.1 | 21.3 | 14.5 | 27.3 | 42.3 |
| Standard Deviation(%) | NA | 9.5 | 12.0 | 15.7 | 22.7 | 9.7 | 10.6 | 13.1 | 23.5 | 17.5 | 27.7 | 61.8 |
| Treynor Ratio | NA | 0.07 | 0.15 | 0.11 | 0.07 | 0.05 | 0.23 | 0.15 | -0.03 | 0.14 | 0.27 | -0.65 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 |
| Beta | NA | 1.0 | 1.04 | 1.05 | 1.05 | 0.99 | 1.04 | 1.07 | 1.07 | 1.03 | 1.1 | 1.02 |
| RSquared | NA | 0.97 | 0.98 | 0.99 | 0.97 | 0.97 | 0.99 | 0.98 | 0.99 | 0.99 | 0.97 | 0.95 |
| Yield(%) | N/A | 32.0 | 16.5 | 11.1 | N/A | 30.1 | 2.8 | 2.0 | 1.9 | 1.7 | 2.1 | 1.2 |
| Dividend Growth(%) | N/A | 1465.5 | 960.5 | N/A | N/A | 1171.5 | 56.7 | 2.4 | 25.4 | 3.0 | 22.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/08/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2041-2045 Asset Class Trend Rankings |
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