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LMNRX: Legg Mason Target Retirement 2040 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2036-2040 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 36.81% |
| 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 | 7.8 | 15.4 | 11.4 | 7.3 | 4.5 | 23.6 | 16.0 | -2.9 | 14.9 | 29.6 | -28.7 |
| Sharpe Ratio | NA | 0.83 | 1.3 | 0.73 | 0.32 | 0.53 | 2.25 | 1.25 | -0.13 | 0.84 | 1.07 | -1.07 |
| Draw Down(%) | NA | 8.0 | 11.1 | 20.5 | 46.4 | 8.0 | 7.6 | 11.1 | 20.5 | 14.5 | 27.2 | 42.3 |
| Standard Deviation(%) | NA | 9.4 | 11.8 | 15.6 | 22.6 | 9.5 | 10.5 | 12.9 | 23.2 | 17.7 | 27.6 | 61.6 |
| Treynor Ratio | NA | 0.08 | 0.15 | 0.11 | 0.07 | 0.05 | 0.23 | 0.15 | -0.03 | 0.14 | 0.27 | -0.64 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 |
| Beta | NA | 0.98 | 1.03 | 1.04 | 1.05 | 0.98 | 1.03 | 1.05 | 1.05 | 1.05 | 1.09 | 1.03 |
| RSquared | NA | 0.97 | 0.98 | 0.99 | 0.98 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | 0.97 | 0.98 |
| Yield(%) | N/A | 36.8 | 18.8 | 12.7 | N/A | 34.5 | 3.9 | 2.1 | 1.9 | 1.6 | 2.1 | 1.2 |
| Dividend Growth(%) | N/A | 1362.2 | 1160.6 | N/A | N/A | 930.0 | 107.8 | 6.5 | 33.1 | -0.6 | 28.1 | 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 2036-2040 Asset Class Trend Rankings |
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