Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMMFX (Legg Mason Target Retirement 2015 FI) | NA | 4.75% | 7.19% | 6.16% | NA | NA | NA | 4.71% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMMFX (Legg Mason Target Retirement 2015 FI) | 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 | 4.75 | 7.19 | 6.16 | NA | NA | NA | 4.71 | 3.44 | 9.69 | 7.98 | -4.85 | 13.97 | 26.94 | -21.87 |
| Sharpe Ratio | NA | 0.69 | 0.98 | 0.61 | NA | NA | NA | 0.29 | 0.55 | 1.36 | 1.12 | -0.35 | 1.15 | 1.38 | -1.26 |
| Standard Deviation(%) | NA | 6.87 | 7.06 | 9.99 | NA | NA | NA | 15.35 | 7.03 | 7.10 | 7.12 | 14.02 | 12.11 | 19.42 | 43.03 |
| Draw Down(%) | NA | 4.69 | 6.86 | 12.80 | NA | NA | NA | 37.60 | 4.69 | 6.86 | 6.19 | 12.80 | 9.89 | 21.79 | 34.32 |
| Yield(%) | 0.00 | 22.19 | 9.62 | 7.04 | 3.55 | 2.37 | 1.77 | 5.91 | 20.93 | 1.69 | 1.67 | 1.86 | 2.46 | 3.27 | 1.80 |
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 |
|---|---|---|---|---|
| LMMFX (Legg Mason Target Retirement 2015 FI) |
2.66%
Apr 2011 - Apr 2014 |
6.62%
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 |
|---|---|---|---|---|
| LMMFX (Legg Mason Target Retirement 2015 FI) |
19.40%
Feb 2009 - Feb 2012 |
14.44%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart