Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMRRX (Legg Mason Target Retirement 2035 R) | NA | 6.24% | 14.43% | 10.10% | 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 |
|---|---|---|
| LMRRX (Legg Mason Target Retirement 2035 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 | 6.24 | 14.43 | 10.10 | NA | NA | NA | … | … | 3.57 | 19.92 | 15.60 | -3.35 | 14.11 | 27.42 | -28.39 |
| Sharpe Ratio | NA | 0.75 | 1.25 | 0.58 | NA | NA | NA | … | … | 0.47 | 2.07 | 1.32 | -0.12 | 0.83 | 1.03 | -1.08 |
| Standard Deviation(%) | NA | 8.34 | 10.89 | 17.23 | NA | NA | NA | … | … | 8.46 | 9.62 | 11.89 | 28.94 | 16.97 | 26.52 | 60.54 |
| Draw Down(%) | NA | 7.23 | 10.44 | 21.74 | NA | NA | NA | … | … | 7.23 | 7.60 | 10.44 | 21.74 | 14.03 | 27.06 | 41.81 |
| Yield(%) | 0.00 | 26.81 | 13.74 | 9.22 | 4.17 | 2.78 | 2.08 | … | … | 25.06 | 3.30 | 1.72 | 1.61 | 1.31 | 1.59 | 1.19 |
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 |
|---|---|---|---|---|
| LMRRX (Legg Mason Target Retirement 2035 R) |
8.28%
Apr 2011 – Apr 2014 |
10.56%
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 |
|---|---|---|---|---|
| LMRRX (Legg Mason Target Retirement 2035 R) |
23.13%
Feb 2009 – Feb 2012 |
19.37%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart