Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
LMJCX (Legg Mason Target Retirement 2050 C) | NA | 6.89% | 15.05% | 10.20% | NA | NA | NA | 6.37% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
LMJCX (Legg Mason Target Retirement 2050 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 (%) | 0.09 | 6.89 | 15.05 | 10.20 | NA | NA | NA | 6.37 | 3.86 | 22.06 | 15.03 | -4.30 | 13.80 | 28.49 | -29.04 |
Sharpe Ratio | NA | 0.73 | 1.19 | 0.64 | NA | NA | NA | 0.27 | 0.45 | 2.08 | 1.16 | -0.18 | 0.78 | 1.03 | -1.07 |
Standard Deviation(%) | NA | 9.43 | 11.96 | 15.83 | NA | NA | NA | 22.80 | 9.57 | 10.60 | 13.02 | 23.44 | 17.62 | 27.65 | 61.90 |
Draw Down(%) | NA | 8.05 | 11.27 | 21.66 | NA | NA | NA | 46.82 | 8.05 | 7.68 | 11.27 | 21.66 | 14.55 | 27.50 | 42.39 |
Yield(%) | 0.00 | 27.38 | 13.39 | 8.71 | 3.92 | 2.62 | 1.96 | 6.54 | 26.41 | 0.75 | 0.78 | 0.88 | 0.42 | 0.96 | 0.84 |
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 |
---|---|---|---|---|
LMJCX (Legg Mason Target Retirement 2050 C) |
7.80%
Dec 2009 - Dec 2012 |
10.61%
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 |
---|---|---|---|---|
LMJCX (Legg Mason Target Retirement 2050 C) |
23.22%
Feb 2009 - Feb 2012 |
19.53%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart