Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMKRX (Legg Mason Target Retirement 2045 R) | NA | 7.02% | 15.97% | 10.84% | NA | NA | NA | 6.98% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMKRX (Legg Mason Target Retirement 2045 R) | 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 | 7.02 | 15.97 | 10.84 | NA | NA | NA | 6.98 | 3.95 | 24.24 | 15.56 | -4.16 | 14.30 | 28.94 | -28.88 |
| Sharpe Ratio | NA | 0.74 | 1.27 | 0.58 | NA | NA | NA | 0.27 | 0.46 | 2.27 | 1.20 | -0.13 | 0.81 | 1.05 | -1.07 |
| Standard Deviation(%) | NA | 9.48 | 11.97 | 18.69 | NA | NA | NA | 24.35 | 9.61 | 10.67 | 12.99 | 31.42 | 17.63 | 27.58 | 61.90 |
| Draw Down(%) | NA | 8.06 | 11.15 | 23.54 | NA | NA | NA | 46.54 | 8.06 | 7.66 | 11.15 | 23.54 | 14.55 | 27.28 | 42.39 |
| Yield(%) | 0.00 | 30.71 | 15.65 | 10.32 | 4.66 | 3.11 | 2.33 | 7.77 | 29.17 | 2.20 | 1.40 | 1.30 | 1.09 | 1.40 | 1.09 |
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 |
|---|---|---|---|---|
| LMKRX (Legg Mason Target Retirement 2045 R) |
8.18%
Dec 2009 - Dec 2012 |
11.26%
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 |
|---|---|---|---|---|
| LMKRX (Legg Mason Target Retirement 2045 R) |
23.60%
Feb 2009 - Feb 2012 |
20.28%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart