Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMHCX (Legg Mason Target Retirement 2040 C) | NA | 6.67% | 14.94% | 10.24% | NA | NA | NA | 6.39% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMHCX (Legg Mason Target Retirement 2040 C) | 09/08/2008 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.67 | 14.94 | 10.24 | NA | NA | NA | 6.39 | 3.62 | 22.28 | 14.78 | -3.85 | 13.78 | 28.44 | -29.04 |
| Sharpe Ratio | NA | 0.71 | 1.20 | 0.57 | NA | NA | NA | 0.26 | 0.43 | 2.13 | 1.16 | -0.13 | 0.78 | 1.03 | -1.07 |
| Standard Deviation(%) | NA | 9.39 | 11.82 | 17.76 | NA | NA | NA | 23.82 | 9.53 | 10.45 | 12.86 | 29.18 | 17.59 | 27.45 | 61.92 |
| Draw Down(%) | NA | 8.30 | 11.25 | 21.50 | NA | NA | NA | 46.67 | 8.30 | 7.69 | 11.25 | 21.50 | 14.74 | 27.28 | 42.39 |
| Yield(%) | 0.00 | 35.28 | 17.35 | 11.27 | 5.05 | 3.36 | 2.52 | 8.41 | 33.71 | 2.62 | 0.95 | 0.89 | 0.50 | 0.75 | 0.92 |
Data as of 11/19/2014, AR inception is 09/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMHCX (Legg Mason Target Retirement 2040 C) |
7.89%
Dec 2009 - Dec 2012 |
10.70%
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 |
|---|---|---|---|---|
| LMHCX (Legg Mason Target Retirement 2040 C) |
23.25%
Feb 2009 - Feb 2012 |
19.66%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart