Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/19/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMPAX (Legg Mason Target Retirement A) | NA | 5.18% | 7.83% | 7.70% | NA | NA | NA | 7.00% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMPAX (Legg Mason Target Retirement A) | 09/08/2008 | 11/19/2014 |
The return data shown below all have the same latest date: 11/19/2014.
AR inception is since 09/08/2008.
AR inception is since 09/08/2008.
| 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 | 5.18 | 7.83 | 7.70 | NA | NA | NA | 7.00 | 4.45 | 5.37 | 11.62 | 1.88 | 14.16 | 27.64 | -17.70 |
| Sharpe Ratio | NA | 0.83 | 1.22 | 0.51 | NA | NA | NA | 0.43 | 0.78 | 0.95 | 2.08 | 0.06 | 1.76 | 2.09 | -1.60 |
| Standard Deviation(%) | NA | 6.23 | 6.13 | 14.98 | NA | NA | NA | 15.60 | 6.44 | 5.59 | 5.61 | 29.75 | 7.99 | 13.20 | 28.80 |
| Draw Down(%) | NA | 3.50 | 6.24 | 18.56 | NA | NA | NA | 30.58 | 3.50 | 6.24 | 4.55 | 18.56 | 6.21 | 17.21 | 28.63 |
| Yield(%) | 0.00 | 26.92 | 11.98 | 9.19 | 4.87 | 3.24 | 2.43 | 8.11 | 25.43 | 2.18 | 2.47 | 3.00 | 3.42 | 4.67 | 2.37 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMPAX (Legg Mason Target Retirement A) |
5.29%
Apr 2011 - Apr 2014 |
8.08%
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 |
|---|---|---|---|---|
| LMPAX (Legg Mason Target Retirement A) |
21.12%
Feb 2009 - Feb 2012 |
15.16%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart