Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMTCX (Legg Mason Target Retirement 2035 C) | NA | 5.76% | 13.90% | 9.56% | 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 |
|---|---|---|
| LMTCX (Legg Mason Target Retirement 2035 C) | 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 | 5.76 | 13.90 | 9.56 | NA | NA | NA | … | … | 3.15 | 19.24 | 15.12 | -3.83 | 13.56 | 26.94 | -28.60 |
| Sharpe Ratio | NA | 0.68 | 1.20 | 0.55 | NA | NA | NA | … | … | 0.41 | 2.00 | 1.28 | -0.13 | 0.80 | 1.01 | -1.09 |
| Standard Deviation(%) | NA | 8.42 | 10.91 | 17.25 | NA | NA | NA | … | … | 8.54 | 9.61 | 11.91 | 29.00 | 16.89 | 26.48 | 60.43 |
| Draw Down(%) | NA | 7.32 | 10.45 | 21.94 | NA | NA | NA | … | … | 7.32 | 7.61 | 10.45 | 21.94 | 14.15 | 27.18 | 41.81 |
| Yield(%) | 0.00 | 26.08 | 13.06 | 8.57 | 3.85 | 2.57 | 1.93 | … | … | 24.72 | 2.73 | 1.16 | 1.14 | 0.77 | 0.95 | 1.07 |
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 |
|---|---|---|---|---|
| LMTCX (Legg Mason Target Retirement 2035 C) |
7.75%
Apr 2011 – Apr 2014 |
10.01%
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 |
|---|---|---|---|---|
| LMTCX (Legg Mason Target Retirement 2035 C) |
22.59%
Feb 2009 – Feb 2012 |
18.80%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart