Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMRPX (Legg Mason Target Retirement FI) | NA | 5.19% | 7.81% | 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 |
|---|---|---|
| LMRPX (Legg Mason Target Retirement 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 | 5.19 | 7.81 | 7.67 | NA | NA | NA | … | … | 4.47 | 5.29 | 11.63 | 1.78 | 14.15 | 27.64 | -17.70 |
| Sharpe Ratio | NA | 0.83 | 1.21 | 0.51 | NA | NA | NA | … | … | 0.78 | 0.94 | 2.07 | 0.06 | 1.76 | 2.08 | -1.60 |
| Standard Deviation(%) | NA | 6.26 | 6.14 | 14.99 | NA | NA | NA | … | … | 6.47 | 5.57 | 5.64 | 29.77 | 7.98 | 13.22 | 28.80 |
| Draw Down(%) | NA | 3.47 | 6.18 | 18.64 | NA | NA | NA | … | … | 3.47 | 6.18 | 4.55 | 18.64 | 6.21 | 17.21 | 28.63 |
| Yield(%) | 0.00 | 27.13 | 12.05 | 9.23 | 4.89 | 3.26 | 2.44 | … | … | 25.64 | 2.19 | 2.47 | 2.99 | 3.41 | 4.67 | 2.37 |
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 |
|---|---|---|---|---|
| LMRPX (Legg Mason Target Retirement FI) |
5.24%
Apr 2011 – Apr 2014 |
8.06%
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 |
|---|---|---|---|---|
| LMRPX (Legg Mason Target Retirement FI) |
21.08%
Feb 2009 – Feb 2012 |
15.13%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart