Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMNRX (Legg Mason Target Retirement 2040 I) | NA | 7.75% | 16.14% | 11.37% | 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 |
|---|---|---|
| LMNRX (Legg Mason Target Retirement 2040 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 | 7.75 | 16.14 | 11.37 | NA | NA | NA | … | … | 4.53 | 23.60 | 16.02 | -2.89 | 14.93 | 29.64 | -28.71 |
| Sharpe Ratio | NA | 0.83 | 1.30 | 0.73 | NA | NA | NA | … | … | 0.53 | 2.25 | 1.25 | -0.13 | 0.84 | 1.07 | -1.07 |
| Standard Deviation(%) | NA | 9.36 | 11.83 | 15.60 | NA | NA | NA | … | … | 9.53 | 10.47 | 12.87 | 23.16 | 17.69 | 27.57 | 61.56 |
| Draw Down(%) | NA | 8.00 | 11.14 | 20.52 | NA | NA | NA | … | … | 8.00 | 7.64 | 11.14 | 20.52 | 14.51 | 27.25 | 42.30 |
| Yield(%) | 0.00 | 36.81 | 18.82 | 12.66 | 5.73 | 3.82 | 2.87 | … | … | 34.50 | 3.89 | 2.13 | 1.92 | 1.62 | 2.12 | 1.16 |
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 |
|---|---|---|---|---|
| LMNRX (Legg Mason Target Retirement 2040 I) |
8.99%
Dec 2009 – Dec 2012 |
11.84%
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 |
|---|---|---|---|---|
| LMNRX (Legg Mason Target Retirement 2040 I) |
24.55%
Feb 2009 – Feb 2012 |
20.90%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart