Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/19/2014.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMXCX (Legg Mason Target Retirement 2025 C) | NA | 4.53% | 11.12% | 8.26% | NA | NA | NA | 5.77% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMXCX (Legg Mason Target Retirement 2025 C) | 09/08/2008 | 11/19/2014 |
The return data shown below all have the same latest date: 11/19/2014.
AR inception is since 09/08/2008.
AR inception is since 09/08/2008.
| 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 | 4.53 | 11.12 | 8.26 | NA | NA | NA | 5.77 | 2.71 | 13.57 | 13.81 | -2.62 | 13.30 | 26.37 | -24.37 |
| Sharpe Ratio | NA | 0.56 | 1.08 | 0.64 | NA | NA | NA | 0.30 | 0.37 | 1.57 | 1.34 | -0.14 | 0.93 | 1.19 | -1.19 |
| Standard Deviation(%) | NA | 8.05 | 9.71 | 12.77 | NA | NA | NA | 18.28 | 8.22 | 8.63 | 10.33 | 18.85 | 14.27 | 22.09 | 49.34 |
| Draw Down(%) | NA | 6.40 | 9.08 | 17.07 | NA | NA | NA | 40.69 | 6.40 | 7.59 | 9.08 | 17.07 | 11.58 | 23.43 | 36.90 |
| Yield(%) | 0.00 | 26.35 | 12.39 | 8.43 | 4.04 | 2.69 | 2.02 | 6.73 | 24.75 | 2.96 | 1.27 | 1.21 | 1.60 | 1.75 | 1.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMXCX (Legg Mason Target Retirement 2025 C) |
6.28%
Apr 2011 - Apr 2014 |
8.76%
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 |
|---|---|---|---|---|
| LMXCX (Legg Mason Target Retirement 2025 C) |
21.47%
Feb 2009 - Feb 2012 |
16.92%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart