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LMVIX: Legg Mason Target Retirement 2030 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 33.78% |
| 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 | 6.3 | 12.8 | 9.9 | 6.6 | 4.0 | 17.0 | 15.7 | -2.2 | 13.8 | 28.7 | -26.3 |
| Sharpe Ratio | NA | 0.73 | 1.25 | 0.73 | 0.33 | 0.51 | 1.89 | 1.45 | -0.11 | 0.89 | 1.21 | -1.14 |
| Draw Down(%) | NA | 6.6 | 9.5 | 18.2 | 43.2 | 6.6 | 7.4 | 9.5 | 18.2 | 12.2 | 24.9 | 39.2 |
| Standard Deviation(%) | NA | 8.5 | 10.2 | 13.5 | 19.7 | 8.7 | 9.0 | 10.9 | 20.2 | 15.3 | 23.8 | 54.5 |
| Treynor Ratio | NA | 0.07 | 0.13 | 0.1 | 0.07 | 0.05 | 0.17 | 0.15 | -0.02 | 0.14 | 0.29 | -0.66 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.89 | 0.99 | 1.0 | 0.98 | 0.88 | 1.01 | 1.02 | 1.03 | 0.99 | 1.0 | 0.94 |
| RSquared | NA | 0.66 | 0.9 | 0.95 | 0.94 | 0.64 | 0.97 | 0.97 | 0.97 | 0.98 | 0.96 | 0.93 |
| Yield(%) | N/A | 33.8 | 17.0 | 11.6 | N/A | 31.5 | 5.0 | 2.5 | 2.2 | 2.3 | 2.8 | 1.5 |
| Dividend Growth(%) | N/A | 765.9 | 741.2 | N/A | N/A | 581.4 | 131.2 | 6.3 | 6.8 | 4.4 | 35.1 | 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 2026-2030 Asset Class Trend Rankings |
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