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LMXIX: Legg Mason Target Retirement 2025 I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/08/2008 |
| Last Dividend Date: | 10/23/2014 |
| 12-Mo. Yield | 28.27% |
| 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 | 5.7 | 11.7 | 9.4 | 6.7 | 3.7 | 14.8 | 14.9 | -1.5 | 13.9 | 28.2 | -24.1 |
| Sharpe Ratio | NA | 0.71 | 1.2 | 0.73 | 0.36 | 0.5 | 1.71 | 1.45 | -0.08 | 0.97 | 1.28 | -1.18 |
| Draw Down(%) | NA | 6.1 | 8.9 | 16.7 | 40.4 | 6.1 | 7.5 | 8.9 | 16.7 | 11.5 | 23.3 | 36.8 |
| Standard Deviation(%) | NA | 8.0 | 9.7 | 12.8 | 18.3 | 8.2 | 8.7 | 10.3 | 19.0 | 14.3 | 22.0 | 49.4 |
| Treynor Ratio | NA | 0.06 | 0.11 | 0.09 | 0.07 | 0.05 | 0.14 | 0.14 | -0.01 | 0.14 | 0.28 | -0.62 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.05 |
| Beta | NA | 0.91 | 1.04 | 1.04 | 0.99 | 0.9 | 1.07 | 1.08 | 1.06 | 1.01 | 1.02 | 0.94 |
| RSquared | NA | 0.64 | 0.89 | 0.92 | 0.93 | 0.61 | 0.96 | 0.96 | 0.93 | 0.96 | 0.96 | 0.92 |
| Yield(%) | N/A | 28.3 | 14.0 | 9.9 | N/A | 25.9 | 4.2 | 2.4 | 2.3 | 2.7 | 3.1 | 1.6 |
| Dividend Growth(%) | N/A | 884.1 | 520.0 | N/A | N/A | 569.5 | 91.6 | 3.8 | -7.4 | 11.3 | 42.2 | 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 2021-2025 Asset Class Trend Rankings |
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