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LMWIX: Legg Mason Target Retirement 2020 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2016-2020 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 29.33% |
| 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(%) | -2.7 | 5.3 | 10.7 | 8.8 | 6.6 | 3.6 | 12.7 | 14.2 | -1.2 | 13.6 | 28.4 | -22.8 |
| Sharpe Ratio | NA | 0.57 | 1.12 | 0.71 | 0.38 | 0.42 | 1.58 | 1.5 | -0.07 | 1.02 | 1.38 | -1.2 |
| Draw Down(%) | NA | 5.6 | 8.3 | 15.5 | 38.5 | 5.6 | 7.3 | 8.3 | 15.5 | 10.6 | 22.1 | 35.5 |
| Standard Deviation(%) | NA | 9.2 | 9.5 | 12.3 | 17.3 | 9.5 | 8.0 | 9.5 | 18.3 | 13.2 | 20.6 | 46.6 |
| Treynor Ratio | NA | 0.06 | 0.1 | 0.08 | 0.06 | 0.04 | 0.12 | 0.13 | -0.01 | 0.13 | 0.27 | -0.57 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.94 | 1.08 | 1.08 | 1.03 | 0.92 | 1.1 | 1.13 | 1.1 | 1.05 | 1.05 | 0.98 |
| RSquared | NA | 0.4 | 0.78 | 0.84 | 0.89 | 0.37 | 0.96 | 0.95 | 0.84 | 0.96 | 0.94 | 0.92 |
| Yield(%) | N/A | 29.3 | 14.1 | 10.0 | N/A | 27.3 | 3.8 | 2.5 | 2.4 | 2.9 | 3.4 | 1.7 |
| Dividend Growth(%) | N/A | 873.4 | 491.5 | N/A | N/A | 664.7 | 70.3 | 2.5 | -8.9 | 5.2 | 54.8 | 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 |
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See Target Date 2016-2020 Asset Class Trend Rankings |
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