Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMFRX (Legg Mason Target Retirement 2015 R) | NA | 4.31% | 6.89% | 5.85% | 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 |
|---|---|---|
| LMFRX (Legg Mason Target Retirement 2015 R) | 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 (%) | 0.00 | 4.31 | 6.89 | 5.85 | NA | NA | NA | … | … | 3.01 | 9.49 | 7.70 | -5.11 | 13.67 | 26.61 | -21.86 |
| Sharpe Ratio | NA | 0.62 | 0.94 | 0.58 | NA | NA | NA | … | … | 0.48 | 1.33 | 1.09 | -0.37 | 1.11 | 1.36 | -1.26 |
| Standard Deviation(%) | NA | 6.88 | 7.04 | 9.97 | NA | NA | NA | … | … | 7.05 | 7.08 | 7.09 | 13.88 | 12.23 | 19.48 | 42.97 |
| Draw Down(%) | NA | 4.70 | 6.88 | 13.07 | NA | NA | NA | … | … | 4.70 | 6.88 | 6.28 | 13.07 | 9.89 | 21.90 | 34.35 |
| Yield(%) | 0.00 | 21.47 | 9.16 | 6.63 | 3.34 | 2.23 | 1.67 | … | … | 20.41 | 1.41 | 1.40 | 1.51 | 2.16 | 2.94 | 1.74 |
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 |
|---|---|---|---|---|
| LMFRX (Legg Mason Target Retirement 2015 R) |
2.38%
Apr 2011 – Apr 2014 |
6.33%
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 |
|---|---|---|---|---|
| LMFRX (Legg Mason Target Retirement 2015 R) |
19.04%
Feb 2009 – Feb 2012 |
14.14%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart