Nasdaq - Delayed Quote USD

Legg Mason Global Asset Management Trust - Franklin Global Market Neutral Fund (LQISX)

9.62 0.00 (0.00%)
At close: September 22 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.37%
5y Average Return 2.54%
Number of Years Up 3
Number of Years Down 4
Best 1Y Total Return (Sep 22, 2023) 16.07%
Worst 1Y Total Return (Sep 22, 2023) --
Best 3Y Total Return 16.07%
Worst 3Y Total Return -4.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LQISX
Category
YTD
5.37%
3.32%
1-Month
0.21%
-0.91%
3-Month
1.69%
-0.12%
1-Year
9.64%
1.15%
3-Year
7.95%
-0.31%
5-Year
2.54%
0.15%
10-Year
0.00%
0.11%
Last Bull Market
5.99%
1.54%
Last Bear Market
1.28%
-2.16%

Annual Total Return (%) History

Year
LQISX
Category
2023
--
--
2022
8.20%
--
2021
16.07%
--
2020
-6.79%
-5.26%
2019
-6.38%
0.06%
2018
-1.36%
-0.26%
2017
5.64%
3.40%
2016
-1.79%
0.90%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 0.66% 3.26% -- --
2022 1.29% 1.28% 0.87% 4.56%
2021 6.47% 2.82% 0.74% 5.24%
2020 -3.88% 2.02% -0.22% -4.74%
2019 -0.20% -2.62% -2.28% -1.42%
2018 1.94% -2.94% 1.96% -2.21%
2017 2.43% -1.28% 5.21% -0.69%
2016 -0.20% -5.58% 1.79% 2.38%

Rank in Category (By Total Return)

YTD 31
1-Month 40
3-Month 29
1-Year 14
3-Year 15
5-Year 36

Load Adjusted Returns

1-Year 10.78%
3-Year 7.76%
5-Year 2.74%
10-Year --

Performance & Risk

YTD Return 5.37%
5y Average Return 2.54%
Rank in Category (ytd) 31
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.06
Morningstar Risk Rating

Fund Overview

Category Equity Market Neutral
Fund Family Franklin Templeton Investments
Net Assets 31.35M
YTD Return 5.37%
Yield 17.86%
Morningstar Rating
Inception Date Nov 30, 2015

Fund Summary

The fund's manager seeks positive returns unrelated to the broad global market by selecting both long and short positions in equity securities from anywhere in the world while applying measures that attempt to control for risk. The subadviser buys equity securities the fund's manager considers to be undervalued ("long positions") and it sells short equity securities the fund's manager considers to be overvalued ("short positions").

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