Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMVCX (Legg Mason Target Retirement 2030 C) | NA | 5.16% | 12.33% | 8.76% | NA | NA | NA | 5.67% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVCX (Legg Mason Target Retirement 2030 C) | 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 | 5.16 | 12.33 | 8.76 | NA | NA | NA | 5.67 | 2.93 | 15.95 | 14.47 | -3.24 | 13.29 | 26.61 | -26.58 |
| Sharpe Ratio | NA | 0.60 | 1.13 | 0.52 | NA | NA | NA | 0.25 | 0.37 | 1.77 | 1.33 | -0.11 | 0.86 | 1.12 | -1.15 |
| Standard Deviation(%) | NA | 8.61 | 10.31 | 16.77 | NA | NA | NA | 21.54 | 8.81 | 9.01 | 10.96 | 28.87 | 15.31 | 23.72 | 54.57 |
| Draw Down(%) | NA | 6.88 | 9.64 | 21.91 | NA | NA | NA | 43.46 | 6.88 | 7.53 | 9.64 | 21.91 | 12.33 | 25.06 | 39.40 |
| Yield(%) | 0.00 | 31.97 | 15.45 | 10.21 | 4.72 | 3.14 | 2.36 | 7.86 | 30.44 | 3.90 | 1.28 | 1.21 | 1.18 | 1.48 | 1.27 |
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 |
|---|---|---|---|---|
| LMVCX (Legg Mason Target Retirement 2030 C) |
6.93%
Apr 2011 - Apr 2014 |
9.29%
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 |
|---|---|---|---|---|
| LMVCX (Legg Mason Target Retirement 2030 C) |
21.89%
Feb 2009 - Feb 2012 |
17.70%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart