Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMYFX (Legg Mason Target Retirement 2040 FI) | NA | 7.45% | 15.84% | 11.16% | 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 |
|---|---|---|
| LMYFX (Legg Mason Target Retirement 2040 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 | 7.45 | 15.84 | 11.16 | NA | NA | NA | … | … | 4.40 | 23.11 | 15.74 | -3.14 | 14.98 | 29.42 | -28.88 |
| Sharpe Ratio | NA | 0.79 | 1.27 | 0.63 | NA | NA | NA | … | … | 0.52 | 2.20 | 1.23 | -0.11 | 0.84 | 1.07 | -1.07 |
| Standard Deviation(%) | NA | 9.41 | 11.80 | 17.78 | NA | NA | NA | … | … | 9.56 | 10.47 | 12.84 | 29.17 | 17.66 | 27.51 | 61.80 |
| Draw Down(%) | NA | 8.06 | 11.14 | 21.20 | NA | NA | NA | … | … | 8.06 | 7.64 | 11.14 | 21.20 | 14.25 | 27.25 | 42.30 |
| Yield(%) | 0.00 | 36.34 | 18.40 | 12.34 | 5.57 | 3.71 | 2.78 | … | … | 34.26 | 3.52 | 1.79 | 1.59 | 1.65 | 1.73 | 1.09 |
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 |
|---|---|---|---|---|
| LMYFX (Legg Mason Target Retirement 2040 FI) |
8.83%
Dec 2009 – Dec 2012 |
11.63%
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 |
|---|---|---|---|---|
| LMYFX (Legg Mason Target Retirement 2040 FI) |
24.34%
Feb 2009 – Feb 2012 |
20.65%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart