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 |
|---|---|---|---|---|---|---|---|---|
| LMXIX (Legg Mason Target Retirement 2025 I) | NA | 5.74% | 12.29% | 9.39% | NA | NA | NA | 6.91% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMXIX (Legg Mason Target Retirement 2025 I) | 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 | 5.74 | 12.29 | 9.39 | NA | NA | NA | 6.91 | 3.67 | 14.83 | 14.94 | -1.54 | 13.92 | 28.22 | -24.10 |
| Sharpe Ratio | NA | 0.71 | 1.20 | 0.73 | NA | NA | NA | 0.36 | 0.50 | 1.71 | 1.45 | -0.08 | 0.97 | 1.28 | -1.18 |
| Standard Deviation(%) | NA | 8.05 | 9.72 | 12.77 | NA | NA | NA | 18.26 | 8.23 | 8.66 | 10.34 | 18.98 | 14.26 | 22.03 | 49.45 |
| Draw Down(%) | NA | 6.10 | 8.91 | 16.67 | NA | NA | NA | 40.39 | 6.10 | 7.51 | 8.91 | 16.67 | 11.46 | 23.31 | 36.81 |
| Yield(%) | 0.00 | 28.27 | 13.95 | 9.87 | 4.77 | 3.18 | 2.38 | 7.95 | 25.88 | 4.17 | 2.45 | 2.28 | 2.73 | 3.10 | 1.62 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMXIX (Legg Mason Target Retirement 2025 I) |
7.40%
Apr 2011 - Apr 2014 |
9.90%
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 |
|---|---|---|---|---|
| LMXIX (Legg Mason Target Retirement 2025 I) |
22.77%
Feb 2009 - Feb 2012 |
18.17%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart