Ratings & Risk for Legg Mason Batterymarch US Sm Cap Eq I (LMSIX)

Morningstar Category: Small Blend
Number of funds in Category: —
  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Below Average
    192
    5-Year Below Average Below Average
    164
    10-Year 110
    Overall Below Average Below Average
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009
  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 23.18 -0.62 -0.42
    5-Year 20.56 0.03 -0.13
    10-Year
    15-Year
    20-Year
    Trailing data as of 10/31/2009
  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 92.46 1.20 -2.66
    3-Year 91.14 1.13 -1.04
    5-Year 84.68 1.19 -1.00
    10-Year

    S&P 500 TR

    Trailing data as of 10/31/2009