Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMNAX (Legg Mason Target Retirement 2035 A) | NA | 6.61% | 14.76% | 10.40% | NA | NA | NA | 6.61% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMNAX (Legg Mason Target Retirement 2035 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 (%) | 0.09 | 6.61 | 14.76 | 10.40 | NA | NA | NA | 6.61 | 3.83 | 20.19 | 15.98 | -3.12 | 14.40 | 27.74 | -28.34 |
| Sharpe Ratio | NA | 0.79 | 1.28 | 0.60 | NA | NA | NA | 0.27 | 0.51 | 2.10 | 1.35 | -0.11 | 0.84 | 1.04 | -1.08 |
| Standard Deviation(%) | NA | 8.39 | 10.89 | 17.24 | NA | NA | NA | 23.14 | 8.50 | 9.62 | 11.92 | 28.94 | 16.95 | 26.53 | 60.56 |
| Draw Down(%) | NA | 7.15 | 10.34 | 21.64 | NA | NA | NA | 46.11 | 7.15 | 7.59 | 10.34 | 21.64 | 14.02 | 27.06 | 41.72 |
| Yield(%) | 0.00 | 27.24 | 14.12 | 9.57 | 4.33 | 2.89 | 2.17 | 7.22 | 25.28 | 3.58 | 2.01 | 1.85 | 1.60 | 1.92 | 1.24 |
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 |
|---|---|---|---|---|
| LMNAX (Legg Mason Target Retirement 2035 A) |
8.56%
Apr 2011 - Apr 2014 |
10.85%
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 |
|---|---|---|---|---|
| LMNAX (Legg Mason Target Retirement 2035 A) |
23.47%
Feb 2009 - Feb 2012 |
19.68%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart