Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMQRX (Legg Mason Target Retirement 2030 R) | NA | 5.59% | 12.84% | 9.30% | NA | NA | NA | 6.20% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMQRX (Legg Mason Target Retirement 2030 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 (%) | -0.10 | 5.59 | 12.84 | 9.30 | NA | NA | NA | 6.20 | 3.37 | 16.43 | 15.05 | -2.76 | 13.86 | 27.25 | -26.46 |
| Sharpe Ratio | NA | 0.66 | 1.18 | 0.55 | NA | NA | NA | 0.28 | 0.44 | 1.83 | 1.38 | -0.10 | 0.89 | 1.14 | -1.14 |
| Standard Deviation(%) | NA | 8.50 | 10.25 | 16.74 | NA | NA | NA | 21.55 | 8.70 | 8.95 | 10.94 | 28.80 | 15.40 | 23.83 | 54.63 |
| Draw Down(%) | NA | 6.73 | 9.54 | 21.65 | NA | NA | NA | 43.37 | 6.73 | 7.45 | 9.54 | 21.65 | 12.31 | 25.06 | 39.31 |
| Yield(%) | 0.00 | 32.84 | 16.17 | 10.89 | 5.05 | 3.37 | 2.53 | 8.42 | 30.97 | 4.45 | 1.85 | 1.69 | 1.74 | 2.13 | 1.39 |
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 |
|---|---|---|---|---|
| LMQRX (Legg Mason Target Retirement 2030 R) |
7.48%
Apr 2011 - Apr 2014 |
9.84%
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 |
|---|---|---|---|---|
| LMQRX (Legg Mason Target Retirement 2030 R) |
22.51%
Feb 2009 - Feb 2012 |
18.29%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart