Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMXAX (Legg Mason Target Retirement 2025 A) | NA | 5.42% | 11.96% | 9.07% | 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 |
|---|---|---|
| LMXAX (Legg Mason Target Retirement 2025 A) | 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 | 5.42 | 11.96 | 9.07 | NA | NA | NA | … | … | 3.43 | 14.47 | 14.58 | -1.89 | 14.17 | 27.32 | -24.18 |
| Sharpe Ratio | NA | 0.68 | 1.17 | 0.71 | NA | NA | NA | … | … | 0.47 | 1.68 | 1.43 | -0.10 | 0.99 | 1.24 | -1.18 |
| Standard Deviation(%) | NA | 8.00 | 9.66 | 12.74 | NA | NA | NA | … | … | 8.18 | 8.60 | 10.26 | 18.88 | 14.20 | 22.03 | 49.39 |
| Draw Down(%) | NA | 6.24 | 8.91 | 16.81 | NA | NA | NA | … | … | 6.24 | 7.52 | 8.91 | 16.81 | 11.47 | 23.31 | 36.81 |
| Yield(%) | 0.00 | 27.71 | 13.50 | 9.45 | 4.56 | 3.04 | 2.28 | … | … | 25.54 | 3.83 | 2.11 | 1.93 | 2.44 | 2.70 | 1.55 |
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 |
|---|---|---|---|---|
| LMXAX (Legg Mason Target Retirement 2025 A) |
7.08%
Apr 2011 – Apr 2014 |
9.59%
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 |
|---|---|---|---|---|
| LMXAX (Legg Mason Target Retirement 2025 A) |
22.42%
Feb 2009 – Feb 2012 |
17.82%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart