Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMNIX (Legg Mason Target Retirement 2035 I) | NA | 6.87% | 15.09% | 10.70% | 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 |
|---|---|---|
| LMNIX (Legg Mason Target Retirement 2035 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 | 6.87 | 15.09 | 10.70 | NA | NA | NA | … | … | 4.07 | 20.56 | 16.36 | -2.89 | 14.70 | 28.12 | -28.26 |
| Sharpe Ratio | NA | 0.82 | 1.32 | 0.72 | NA | NA | NA | … | … | 0.54 | 2.14 | 1.38 | -0.13 | 0.86 | 1.06 | -1.07 |
| Standard Deviation(%) | NA | 8.36 | 10.87 | 14.74 | NA | NA | NA | … | … | 8.48 | 9.59 | 11.89 | 22.13 | 16.95 | 26.33 | 60.62 |
| Draw Down(%) | NA | 7.14 | 10.34 | 20.04 | NA | NA | NA | … | … | 7.14 | 7.52 | 10.34 | 20.04 | 14.00 | 26.93 | 41.72 |
| Yield(%) | 0.00 | 27.79 | 14.59 | 9.98 | 4.54 | 3.02 | 2.27 | … | … | 25.63 | 3.93 | 2.35 | 2.17 | 1.90 | 2.30 | 1.31 |
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 |
|---|---|---|---|---|
| LMNIX (Legg Mason Target Retirement 2035 I) |
8.87%
Apr 2011 – Apr 2014 |
11.17%
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 |
|---|---|---|---|---|
| LMNIX (Legg Mason Target Retirement 2035 I) |
23.84%
Feb 2009 – Feb 2012 |
20.04%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart