Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMVIX (Legg Mason Target Retirement 2030 I) | NA | 6.28% | 13.49% | 9.91% | NA | NA | NA | 6.82% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMVIX (Legg Mason Target Retirement 2030 I) | 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 | 6.28 | 13.49 | 9.91 | NA | NA | NA | 6.82 | 3.96 | 17.04 | 15.69 | -2.20 | 13.78 | 28.73 | -26.33 |
| Sharpe Ratio | NA | 0.73 | 1.25 | 0.73 | NA | NA | NA | 0.33 | 0.51 | 1.89 | 1.45 | -0.11 | 0.89 | 1.21 | -1.14 |
| Standard Deviation(%) | NA | 8.55 | 10.24 | 13.54 | NA | NA | NA | 19.74 | 8.75 | 8.99 | 10.86 | 20.15 | 15.35 | 23.75 | 54.49 |
| Draw Down(%) | NA | 6.64 | 9.45 | 18.15 | NA | NA | NA | 43.18 | 6.64 | 7.43 | 9.45 | 18.15 | 12.20 | 24.94 | 39.22 |
| Yield(%) | 0.00 | 33.78 | 16.97 | 11.62 | 5.42 | 3.62 | 2.71 | 9.04 | 31.51 | 5.04 | 2.47 | 2.23 | 2.33 | 2.84 | 1.51 |
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 |
|---|---|---|---|---|
| LMVIX (Legg Mason Target Retirement 2030 I) |
8.06%
Apr 2011 - Apr 2014 |
10.42%
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 |
|---|---|---|---|---|
| LMVIX (Legg Mason Target Retirement 2030 I) |
23.16%
Feb 2009 - Feb 2012 |
18.94%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart