Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMWFX (Legg Mason Target Retirement 2020 FI) | NA | 5.11% | 11.04% | 8.56% | NA | NA | NA | … | … |
Data as of 11/19/2014, Common starting date is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMWFX (Legg Mason Target Retirement 2020 FI) | 09/08/2008 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.11 | 11.04 | 8.56 | NA | NA | NA | … | … | 3.43 | 12.65 | 13.99 | -1.54 | 13.66 | 27.54 | -22.90 |
| Sharpe Ratio | NA | 0.68 | 1.16 | 0.57 | NA | NA | NA | … | … | 0.50 | 1.58 | 1.48 | -0.06 | 1.02 | 1.32 | -1.21 |
| Standard Deviation(%) | NA | 7.51 | 8.98 | 14.85 | NA | NA | NA | … | … | 7.70 | 7.97 | 9.51 | 26.03 | 13.26 | 20.74 | 46.57 |
| Draw Down(%) | NA | 5.56 | 8.32 | 19.01 | NA | NA | NA | … | … | 5.56 | 7.24 | 8.32 | 19.01 | 10.69 | 22.09 | 35.55 |
| Yield(%) | 0.00 | 28.75 | 13.68 | 9.62 | 4.73 | 3.15 | 2.36 | … | … | 26.92 | 3.44 | 2.09 | 1.97 | 2.53 | 3.03 | 1.59 |
Data as of 11/19/2014, Common starting date is 09/08/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMWFX (Legg Mason Target Retirement 2020 FI) |
6.60%
Apr 2011 – Apr 2014 |
9.09%
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 |
|---|---|---|---|---|
| LMWFX (Legg Mason Target Retirement 2020 FI) |
21.87%
Feb 2009 – Feb 2012 |
17.10%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart