Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMXRX (Legg Mason Target Retirement 2025 R) | NA | 5.13% | 11.67% | 8.81% | 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 |
|---|---|---|
| LMXRX (Legg Mason Target Retirement 2025 R) | 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 | 5.13 | 11.67 | 8.81 | NA | NA | NA | … | … | 3.17 | 14.16 | 14.37 | -2.14 | 13.86 | 27.01 | -24.24 |
| Sharpe Ratio | NA | 0.63 | 1.13 | 0.69 | NA | NA | NA | … | … | 0.43 | 1.63 | 1.40 | -0.11 | 0.97 | 1.22 | -1.18 |
| Standard Deviation(%) | NA | 8.09 | 9.73 | 12.76 | NA | NA | NA | … | … | 8.25 | 8.68 | 10.31 | 18.85 | 14.20 | 22.07 | 49.46 |
| Draw Down(%) | NA | 6.25 | 8.99 | 16.97 | NA | NA | NA | … | … | 6.25 | 7.55 | 8.99 | 16.97 | 11.48 | 23.31 | 36.90 |
| Yield(%) | 0.00 | 27.25 | 13.12 | 9.11 | 4.38 | 2.92 | 2.19 | … | … | 25.28 | 3.53 | 1.82 | 1.69 | 2.15 | 2.39 | 1.49 |
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 |
|---|---|---|---|---|
| LMXRX (Legg Mason Target Retirement 2025 R) |
6.84%
Apr 2011 – Apr 2014 |
9.30%
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 |
|---|---|---|---|---|
| LMXRX (Legg Mason Target Retirement 2025 R) |
22.11%
Feb 2009 – Feb 2012 |
17.52%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart