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SBEYX: Legg Mason Esemplia Emerg Mkts Eq I (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/08/2005 |
| Last Dividend Date: | 12/28/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.35% |
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Performance Analytics (As of 10/01/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/08/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | -7.0 | -7.2 | 3.0 | 4.9 | -8.5 | 13.6 | -27.7 | 15.6 | 89.0 | -54.9 | 35.8 | 33.1 | 12.5 |
| Sharpe Ratio | NA | -0.96 | -0.36 | 0.1 | 0.14 | -1.45 | 0.83 | -0.98 | 0.7 | 2.68 | -1.12 | 1.4 | 1.64 | 1.04 |
| Draw Down(%) | NA | 10.3 | 34.5 | 45.9 | 67.8 | 10.3 | 19.2 | 34.5 | 18.8 | 25.3 | 66.5 | 18.9 | 23.0 | 9.1 |
| Standard Deviation(%) | NA | 7.3 | 20.1 | 30.1 | 27.0 | 7.7 | 16.5 | 28.2 | 22.3 | 33.1 | 49.5 | 23.5 | 18.2 | 12.6 |
| Treynor Ratio | NA | -0.18 | -0.08 | 0.03 | 0.04 | -0.3 | 0.14 | -0.26 | 0.16 | 0.94 | -0.58 | 0.35 | 0.32 | 0.16 |
| Alpha | NA | -0.03 | -0.04 | -0.05 | -0.02 | -0.04 | -0.01 | -0.04 | -0.01 | 0.04 | -0.03 | 0.0 | 0.02 | -0.02 |
| Beta | NA | 0.38 | 0.95 | 0.96 | 0.95 | 0.37 | 0.95 | 1.06 | 0.99 | 0.95 | 0.96 | 0.93 | 0.94 | 0.82 |
| RSquared | NA | 0.55 | 0.88 | 0.9 | 0.91 | 0.52 | 0.89 | 0.97 | 0.88 | 0.86 | 0.95 | 0.92 | 0.92 | 0.75 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.8 | N/A | 0.0 | 0.0 | 1.7 | 0.0 | 0.0 | 0.9 | 13.1 | 7.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -85.9 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | -91.9 | 105.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2005
Calculate Performance
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
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Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
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- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
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- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
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Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) (100%)
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