Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMWCX (Legg Mason Target Retirement 2020 C) | NA | 4.15% | 10.07% | 7.67% | 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 |
|---|---|---|
| LMWCX (Legg Mason Target Retirement 2020 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 | 4.15 | 10.07 | 7.67 | NA | NA | NA | … | … | 2.62 | 11.55 | 13.04 | -2.26 | 12.89 | 26.56 | -23.08 |
| Sharpe Ratio | NA | 0.55 | 1.05 | 0.51 | NA | NA | NA | … | … | 0.38 | 1.43 | 1.37 | -0.09 | 0.97 | 1.28 | -1.21 |
| Standard Deviation(%) | NA | 7.50 | 9.02 | 14.87 | NA | NA | NA | … | … | 7.67 | 8.06 | 9.57 | 26.03 | 13.24 | 20.74 | 46.55 |
| Draw Down(%) | NA | 5.80 | 8.42 | 19.36 | NA | NA | NA | … | … | 5.80 | 7.33 | 8.42 | 19.36 | 10.70 | 22.21 | 35.64 |
| Yield(%) | 0.00 | 27.39 | 12.54 | 8.59 | 4.19 | 2.79 | 2.10 | … | … | 26.11 | 2.59 | 1.26 | 1.25 | 1.68 | 2.06 | 1.41 |
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 |
|---|---|---|---|---|
| LMWCX (Legg Mason Target Retirement 2020 C) |
5.71%
Apr 2011 – Apr 2014 |
8.19%
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 |
|---|---|---|---|---|
| LMWCX (Legg Mason Target Retirement 2020 C) |
20.97%
Feb 2009 – Feb 2012 |
16.18%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart