It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
LIGIX: Legg Mason Investment Grade Inc Instl (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/26/2007 |
| Last Dividend Date: | 06/30/2009 |
| 12-Mo. Yield | 3.44% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/21/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 01/26/2007 |
2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -7.3 | -7.7 | 20.7 | -30.4 | -3.2 |
| Sharpe Ratio | NA | -0.6 | -1.06 | 3.5 | -3.01 | -1.58 |
| Draw Down(%) | NA | 31.9 | 41.0 | 13.4 | 36.5 | 6.2 |
| Standard Deviation(%) | NA | 12.4 | 8.6 | 9.8 | 10.4 | 4.0 |
| Treynor Ratio | NA | 16.67 | 3.94 | -16.85 | 14.39 | 0.9 |
| Alpha | NA | -0.03 | -0.04 | 0.12 | -0.15 | -0.02 |
| Beta | NA | 0.0 | -0.02 | -0.02 | -0.02 | -0.07 |
| RSquared | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.08 |
| Yield(%) | N/A | 3.4 | N/A | 3.7 | 0.5 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | 383.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/26/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to LIGIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
