Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMQFX (Legg Mason Target Retirement 2030 FI) | NA | 6.08% | 13.19% | 9.61% | 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 |
|---|---|---|
| LMQFX (Legg Mason Target Retirement 2030 FI) | 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 | 6.08 | 13.19 | 9.61 | NA | NA | NA | … | … | 3.77 | 16.70 | 15.34 | -2.52 | 14.14 | 27.57 | -26.39 |
| Sharpe Ratio | NA | 0.71 | 1.22 | 0.57 | NA | NA | NA | … | … | 0.49 | 1.86 | 1.42 | -0.09 | 0.92 | 1.16 | -1.13 |
| Standard Deviation(%) | NA | 8.52 | 10.25 | 16.72 | NA | NA | NA | … | … | 8.72 | 8.97 | 10.89 | 28.77 | 15.36 | 23.77 | 54.85 |
| Draw Down(%) | NA | 6.65 | 9.54 | 21.55 | NA | NA | NA | … | … | 6.65 | 7.44 | 9.54 | 21.55 | 12.30 | 24.94 | 39.31 |
| Yield(%) | 0.00 | 33.39 | 16.58 | 11.25 | 5.23 | 3.49 | 2.62 | … | … | 31.34 | 4.71 | 2.13 | 1.93 | 2.01 | 2.44 | 1.45 |
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 |
|---|---|---|---|---|
| LMQFX (Legg Mason Target Retirement 2030 FI) |
7.74%
Apr 2011 – Apr 2014 |
10.11%
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 |
|---|---|---|---|---|
| LMQFX (Legg Mason Target Retirement 2030 FI) |
22.84%
Feb 2009 – Feb 2012 |
18.60%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart