Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMVAX (Legg Mason Target Retirement 2030 A) | NA | 5.86% | 13.14% | 9.58% | NA | NA | NA | 6.48% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVAX (Legg Mason Target Retirement 2030 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 (%) | 0.00 | 5.86 | 13.14 | 9.58 | NA | NA | NA | 6.48 | 3.63 | 16.70 | 15.34 | -2.52 | 14.14 | 27.57 | -26.39 |
| Sharpe Ratio | NA | 0.68 | 1.21 | 0.57 | NA | NA | NA | 0.29 | 0.47 | 1.86 | 1.41 | -0.09 | 0.91 | 1.15 | -1.14 |
| Standard Deviation(%) | NA | 8.56 | 10.26 | 16.73 | NA | NA | NA | 21.54 | 8.74 | 8.97 | 10.96 | 28.75 | 15.40 | 23.80 | 54.68 |
| Draw Down(%) | NA | 6.72 | 9.46 | 21.55 | NA | NA | NA | 43.23 | 6.72 | 7.44 | 9.46 | 21.55 | 12.30 | 24.94 | 39.22 |
| Yield(%) | 0.00 | 33.25 | 16.53 | 11.22 | 5.22 | 3.48 | 2.61 | 8.70 | 31.23 | 4.71 | 2.13 | 1.93 | 2.01 | 2.44 | 1.45 |
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 |
|---|---|---|---|---|
| LMVAX (Legg Mason Target Retirement 2030 A) |
7.74%
Apr 2011 - Apr 2014 |
10.10%
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 |
|---|---|---|---|---|
| LMVAX (Legg Mason Target Retirement 2030 A) |
22.84%
Feb 2009 - Feb 2012 |
18.60%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart