Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMEFX (Legg Mason Target Retirement 2035 FI) | NA | 6.64% | 14.74% | 10.37% | NA | NA | NA | … | … |
Data as of 11/19/2014, Common starting date is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMEFX (Legg Mason Target Retirement 2035 FI) | 09/08/2008 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 6.64 | 14.74 | 10.37 | NA | NA | NA | … | … | 3.85 | 20.21 | 16.00 | -3.22 | 14.39 | 27.74 | -28.34 |
| Sharpe Ratio | NA | 0.79 | 1.28 | 0.60 | NA | NA | NA | … | … | 0.51 | 2.11 | 1.35 | -0.11 | 0.84 | 1.04 | -1.08 |
| Standard Deviation(%) | NA | 8.39 | 10.87 | 17.23 | NA | NA | NA | … | … | 8.52 | 9.57 | 11.90 | 28.92 | 16.94 | 26.54 | 60.56 |
| Draw Down(%) | NA | 7.15 | 10.35 | 21.64 | NA | NA | NA | … | … | 7.15 | 7.60 | 10.35 | 21.64 | 14.02 | 27.06 | 41.72 |
| Yield(%) | 0.00 | 27.37 | 14.17 | 9.59 | 4.34 | 2.90 | 2.17 | … | … | 25.41 | 3.58 | 2.01 | 1.84 | 1.59 | 1.92 | 1.24 |
Data as of 11/19/2014, Common starting date is 09/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMEFX (Legg Mason Target Retirement 2035 FI) |
8.53%
Apr 2011 – Apr 2014 |
10.83%
Sep 2009 – Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMEFX (Legg Mason Target Retirement 2035 FI) |
23.47%
Feb 2009 – Feb 2012 |
19.66%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart