Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMJAX (Legg Mason Target Retirement 2050 A) | NA | 7.63% | 15.90% | 11.01% | 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 |
|---|---|---|
| LMJAX (Legg Mason Target Retirement 2050 A) | 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 | 7.63 | 15.90 | 11.01 | NA | NA | NA | … | … | 4.45 | 23.04 | 15.92 | -3.60 | 14.69 | 29.34 | -28.86 |
| Sharpe Ratio | NA | 0.81 | 1.27 | 0.70 | NA | NA | NA | … | … | 0.52 | 2.18 | 1.23 | -0.16 | 0.83 | 1.05 | -1.07 |
| Standard Deviation(%) | NA | 9.44 | 11.92 | 15.77 | NA | NA | NA | … | … | 9.57 | 10.55 | 12.97 | 23.36 | 17.56 | 27.80 | 61.75 |
| Draw Down(%) | NA | 7.96 | 11.18 | 21.47 | NA | NA | NA | … | … | 7.96 | 7.62 | 11.18 | 21.47 | 14.43 | 27.37 | 42.30 |
| Yield(%) | 0.00 | 28.25 | 14.36 | 9.65 | 4.38 | 2.92 | 2.19 | … | … | 26.71 | 1.69 | 1.62 | 1.58 | 1.27 | 1.94 | 1.01 |
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 |
|---|---|---|---|---|
| LMJAX (Legg Mason Target Retirement 2050 A) |
8.62%
Dec 2009 – Dec 2012 |
11.42%
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 |
|---|---|---|---|---|
| LMJAX (Legg Mason Target Retirement 2050 A) |
24.08%
Feb 2009 – Feb 2012 |
20.42%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart