Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMWAX (Legg Mason Target Retirement 2020 A) | NA | 4.94% | 10.88% | 8.47% | NA | NA | NA | 6.46% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMWAX (Legg Mason Target Retirement 2020 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 | 4.94 | 10.88 | 8.47 | NA | NA | NA | 6.46 | 3.25 | 12.43 | 13.90 | -1.53 | 13.68 | 27.54 | -22.90 |
| Sharpe Ratio | NA | 0.65 | 1.14 | 0.57 | NA | NA | NA | 0.33 | 0.47 | 1.54 | 1.47 | -0.06 | 1.03 | 1.33 | -1.21 |
| Standard Deviation(%) | NA | 7.55 | 9.01 | 14.88 | NA | NA | NA | 18.83 | 7.72 | 8.07 | 9.54 | 26.10 | 13.21 | 20.71 | 46.57 |
| Draw Down(%) | NA | 5.64 | 8.33 | 19.09 | NA | NA | NA | 38.58 | 5.64 | 7.27 | 8.33 | 19.09 | 10.69 | 22.09 | 35.55 |
| Yield(%) | 0.00 | 28.75 | 13.65 | 9.60 | 4.72 | 3.15 | 2.36 | 7.86 | 26.92 | 3.45 | 2.09 | 1.98 | 2.55 | 3.03 | 1.59 |
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 |
|---|---|---|---|---|
| LMWAX (Legg Mason Target Retirement 2020 A) |
6.51%
Apr 2011 - Apr 2014 |
9.02%
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 |
|---|---|---|---|---|
| LMWAX (Legg Mason Target Retirement 2020 A) |
21.88%
Feb 2009 - Feb 2012 |
17.04%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart