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LMLIX: Legg Mason Limited Duration Bond Inst (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/25/1997 |
| Last Dividend Date: | 12/31/2003 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 08/21/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/25/1997 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -5.8 | -5.5 | -3.8 | -1.5 | -1.3 | 8.1 | -20.2 | -2.4 | 0.2 | -1.6 | -1.7 | -1.2 | 3.7 | 0.5 | 3.5 | -5.6 | 1.1 | 2.0 |
| Sharpe Ratio | NA | -0.02 | -0.04 | -0.05 | -0.04 | -0.05 | 3.16 | -0.07 | -3.0 | -2.34 | -3.17 | -1.12 | -0.5 | 0.69 | -0.52 | -0.27 | -2.75 | -0.75 | -0.44 |
| Draw Down(%) | NA | 88.1 | 88.1 | 88.1 | 88.1 | 88.1 | 4.8 | 88.1 | 3.4 | 1.4 | 1.8 | 3.9 | 5.2 | 2.4 | 4.5 | 2.5 | 5.8 | 2.8 | 1.1 |
| Standard Deviation(%) | NA | 284.3 | 163.8 | 126.1 | 89.4 | 80.3 | 4.1 | 283.7 | 1.9 | 1.4 | 1.2 | 2.4 | 3.9 | 3.7 | 3.9 | 2.5 | 3.3 | 3.2 | 2.5 |
| Treynor Ratio | NA | 0.03 | 0.05 | 0.05 | 0.05 | 0.06 | -10.07 | 0.1 | 3.12 | -1.97 | 7.47 | 3.31 | 0.31 | -0.36 | 0.61 | -43.17 | -1.67 | 0.74 | -0.53 |
| Alpha | NA | 2.1 | 0.68 | 0.42 | 0.2 | 0.17 | 0.05 | 1.77 | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.04 | -0.01 | -0.01 |
| Beta | NA | -1.74 | -1.38 | -1.27 | -0.74 | -0.63 | -0.01 | -2.09 | -0.02 | 0.02 | -0.01 | -0.01 | -0.06 | -0.07 | -0.03 | 0.0 | 0.05 | -0.03 | 0.02 |
| RSquared | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.08 | 0.25 | 0.03 | 0.0 | 0.09 | 0.04 | 0.03 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1997
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