Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMJIX (Legg Mason Target Retirement 2050 I) | NA | 8.00% | 16.28% | 11.33% | 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 |
|---|---|---|
| LMJIX (Legg Mason Target Retirement 2050 I) | 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 | 8.00 | 16.28 | 11.33 | NA | NA | NA | … | … | 4.79 | 23.35 | 16.27 | -3.37 | 15.06 | 29.74 | -28.79 |
| Sharpe Ratio | NA | 0.85 | 1.30 | 0.72 | NA | NA | NA | … | … | 0.57 | 2.20 | 1.26 | -0.14 | 0.85 | 1.07 | -1.07 |
| Standard Deviation(%) | NA | 9.36 | 11.91 | 15.74 | NA | NA | NA | … | … | 9.51 | 10.58 | 13.00 | 23.54 | 17.60 | 27.79 | 61.81 |
| Draw Down(%) | NA | 7.94 | 11.17 | 21.15 | NA | NA | NA | … | … | 7.94 | 7.66 | 11.17 | 21.15 | 14.42 | 27.37 | 42.30 |
| Yield(%) | 0.00 | 28.81 | 14.85 | 10.07 | 4.59 | 3.06 | 2.29 | … | … | 27.02 | 2.07 | 1.96 | 1.88 | 1.54 | 2.34 | 1.09 |
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 |
|---|---|---|---|---|
| LMJIX (Legg Mason Target Retirement 2050 I) |
8.94%
Dec 2009 – Dec 2012 |
11.77%
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 |
|---|---|---|---|---|
| LMJIX (Legg Mason Target Retirement 2050 I) |
24.48%
Feb 2009 – Feb 2012 |
20.78%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart