Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMERX (Legg Mason Target Retirement R) | NA | 4.66% | 7.70% | 7.52% | 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 |
|---|---|---|
| LMERX (Legg Mason Target Retirement 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 | 4.66 | 7.70 | 7.52 | NA | NA | NA | … | … | 4.00 | 5.82 | 11.25 | 1.62 | 13.85 | 27.32 | -17.77 |
| Sharpe Ratio | NA | 0.74 | 1.20 | 0.50 | NA | NA | NA | … | … | 0.70 | 1.04 | 2.00 | 0.05 | 1.73 | 2.04 | -1.62 |
| Standard Deviation(%) | NA | 6.25 | 6.12 | 15.03 | NA | NA | NA | … | … | 6.46 | 5.55 | 5.64 | 29.84 | 7.96 | 13.32 | 28.64 |
| Draw Down(%) | NA | 3.55 | 6.22 | 18.72 | NA | NA | NA | … | … | 3.55 | 6.22 | 4.63 | 18.72 | 6.22 | 17.32 | 28.63 |
| Yield(%) | 0.00 | 26.46 | 11.65 | 8.87 | 4.68 | 3.12 | 2.34 | … | … | 24.97 | 2.19 | 2.05 | 2.66 | 3.12 | 4.36 | 2.30 |
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 |
|---|---|---|---|---|
| LMERX (Legg Mason Target Retirement R) |
5.26%
Apr 2011 – Apr 2014 |
7.93%
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 |
|---|---|---|---|---|
| LMERX (Legg Mason Target Retirement R) |
20.78%
Feb 2009 – Feb 2012 |
15.00%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart