Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMKAX (Legg Mason Target Retirement 2045 A) | NA | 7.18% | 15.79% | 10.85% | NA | NA | NA | 7.06% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMKAX (Legg Mason Target Retirement 2045 A) | 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 | 7.18 | 15.79 | 10.85 | NA | NA | NA | 7.06 | 4.12 | 23.11 | 15.84 | -3.83 | 14.61 | 29.26 | -28.82 |
| Sharpe Ratio | NA | 0.76 | 1.25 | 0.58 | NA | NA | NA | 0.28 | 0.48 | 2.17 | 1.23 | -0.12 | 0.82 | 1.06 | -1.07 |
| Standard Deviation(%) | NA | 9.46 | 11.95 | 18.66 | NA | NA | NA | 24.31 | 9.59 | 10.62 | 12.92 | 31.38 | 17.61 | 27.58 | 61.78 |
| Draw Down(%) | NA | 8.06 | 11.14 | 23.51 | NA | NA | NA | 46.50 | 8.06 | 7.66 | 11.14 | 23.51 | 14.54 | 27.28 | 42.30 |
| Yield(%) | 0.00 | 31.40 | 15.99 | 10.64 | 4.82 | 3.22 | 2.41 | 8.04 | 29.74 | 2.40 | 1.67 | 1.54 | 1.39 | 1.72 | 1.14 |
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 |
|---|---|---|---|---|
| LMKAX (Legg Mason Target Retirement 2045 A) |
8.48%
Dec 2009 - Dec 2012 |
11.27%
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 |
|---|---|---|---|---|
| LMKAX (Legg Mason Target Retirement 2045 A) |
23.95%
Feb 2009 - Feb 2012 |
20.32%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart