Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMKIX (Legg Mason Target Retirement 2045 I) | NA | 7.45% | 16.14% | 11.17% | 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 |
|---|---|---|
| LMKIX (Legg Mason Target Retirement 2045 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 | 7.45 | 16.14 | 11.17 | NA | NA | NA | … | … | 4.36 | 23.52 | 16.22 | -3.66 | 14.90 | 29.66 | -28.75 |
| Sharpe Ratio | NA | 0.78 | 1.28 | 0.71 | NA | NA | NA | … | … | 0.51 | 2.22 | 1.25 | -0.16 | 0.85 | 1.07 | -1.07 |
| Standard Deviation(%) | NA | 9.48 | 11.99 | 15.72 | NA | NA | NA | … | … | 9.66 | 10.58 | 13.05 | 23.49 | 17.50 | 27.75 | 61.83 |
| Draw Down(%) | NA | 7.99 | 11.14 | 21.29 | NA | NA | NA | … | … | 7.99 | 7.64 | 11.14 | 21.29 | 14.53 | 27.28 | 42.30 |
| Yield(%) | 0.00 | 31.97 | 16.49 | 11.08 | 5.04 | 3.36 | 2.52 | … | … | 30.08 | 2.77 | 2.02 | 1.88 | 1.68 | 2.12 | 1.21 |
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 |
|---|---|---|---|---|
| LMKIX (Legg Mason Target Retirement 2045 I) |
8.76%
Dec 2009 – Dec 2012 |
11.60%
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 |
|---|---|---|---|---|
| LMKIX (Legg Mason Target Retirement 2045 I) |
24.30%
Feb 2009 – Feb 2012 |
20.68%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart