Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMJRX (Legg Mason Target Retirement 2050 R) | NA | 7.44% | 15.88% | 10.89% | 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 |
|---|---|---|
| LMJRX (Legg Mason Target Retirement 2050 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 (%) | -0.09 | 7.44 | 15.88 | 10.89 | NA | NA | NA | … | … | 4.35 | 23.46 | 15.63 | -3.92 | 14.47 | 29.02 | -28.92 |
| Sharpe Ratio | NA | 0.78 | 1.26 | 0.69 | NA | NA | NA | … | … | 0.51 | 2.20 | 1.21 | -0.17 | 0.82 | 1.05 | -1.07 |
| Standard Deviation(%) | NA | 9.46 | 11.96 | 15.80 | NA | NA | NA | … | … | 9.60 | 10.66 | 13.02 | 23.34 | 17.57 | 27.68 | 61.91 |
| Draw Down(%) | NA | 7.93 | 11.26 | 21.48 | NA | NA | NA | … | … | 7.93 | 7.73 | 11.26 | 21.48 | 14.45 | 27.37 | 42.39 |
| Yield(%) | 0.00 | 27.85 | 14.07 | 9.36 | 4.24 | 2.82 | 2.12 | … | … | 26.36 | 1.62 | 1.34 | 1.35 | 0.97 | 1.61 | 0.96 |
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 |
|---|---|---|---|---|
| LMJRX (Legg Mason Target Retirement 2050 R) |
8.34%
Dec 2009 – Dec 2012 |
11.32%
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 |
|---|---|---|---|---|
| LMJRX (Legg Mason Target Retirement 2050 R) |
23.83%
Feb 2009 – Feb 2012 |
20.30%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart