Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMWRX (Legg Mason Target Retirement 2020 R) | NA | 4.65% | 10.60% | 8.20% | 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 |
|---|---|---|
| LMWRX (Legg Mason Target Retirement 2020 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 | 4.65 | 10.60 | 8.20 | NA | NA | NA | … | … | 2.98 | 12.14 | 13.62 | -1.79 | 13.37 | 27.22 | -22.97 |
| Sharpe Ratio | NA | 0.62 | 1.11 | 0.55 | NA | NA | NA | … | … | 0.44 | 1.51 | 1.43 | -0.07 | 1.01 | 1.31 | -1.20 |
| Standard Deviation(%) | NA | 7.48 | 8.99 | 14.85 | NA | NA | NA | … | … | 7.65 | 8.00 | 9.54 | 26.04 | 13.21 | 20.63 | 46.74 |
| Draw Down(%) | NA | 5.72 | 8.41 | 19.19 | NA | NA | NA | … | … | 5.72 | 7.36 | 8.41 | 19.19 | 10.70 | 22.09 | 35.55 |
| Yield(%) | 0.00 | 28.31 | 13.28 | 9.26 | 4.54 | 3.03 | 2.27 | … | … | 26.63 | 3.16 | 1.81 | 1.73 | 2.25 | 2.71 | 1.53 |
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 |
|---|---|---|---|---|
| LMWRX (Legg Mason Target Retirement 2020 R) |
6.24%
Apr 2011 – Apr 2014 |
8.74%
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 |
|---|---|---|---|---|
| LMWRX (Legg Mason Target Retirement 2020 R) |
21.59%
Feb 2009 – Feb 2012 |
16.75%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart