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 |
|---|---|---|---|---|---|---|---|---|
| LMXFX (Legg Mason Target Retirement 2025 FI) | NA | 5.49% | 12.09% | 9.14% | NA | NA | NA | 6.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMXFX (Legg Mason Target Retirement 2025 FI) | 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 | 5.49 | 12.09 | 9.14 | NA | NA | NA | 6.64 | 3.52 | 14.60 | 14.77 | -2.00 | 14.16 | 27.32 | -24.18 |
| Sharpe Ratio | NA | 0.68 | 1.18 | 0.71 | NA | NA | NA | 0.35 | 0.48 | 1.69 | 1.44 | -0.11 | 0.99 | 1.24 | -1.18 |
| Standard Deviation(%) | NA | 7.99 | 9.70 | 12.75 | NA | NA | NA | 18.26 | 8.18 | 8.64 | 10.33 | 18.84 | 14.21 | 22.03 | 49.39 |
| Draw Down(%) | NA | 6.16 | 8.99 | 16.89 | NA | NA | NA | 40.44 | 6.16 | 7.51 | 8.99 | 16.89 | 11.47 | 23.31 | 36.81 |
| Yield(%) | 0.00 | 27.73 | 13.54 | 9.48 | 4.57 | 3.04 | 2.28 | 7.61 | 25.58 | 3.81 | 2.11 | 1.91 | 2.43 | 2.70 | 1.55 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMXFX (Legg Mason Target Retirement 2025 FI) |
7.17%
Apr 2011 - Apr 2014 |
9.64%
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 |
|---|---|---|---|---|
| LMXFX (Legg Mason Target Retirement 2025 FI) |
22.37%
Feb 2009 - Feb 2012 |
17.86%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart