Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMYRX (Legg Mason Target Retirement 2040 R) | NA | 7.11% | 15.55% | 10.86% | NA | NA | NA | 6.99% |
Data as of 11/19/2014, AR inception is 09/08/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMYRX (Legg Mason Target Retirement 2040 R) | 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 | 7.11 | 15.55 | 10.86 | NA | NA | NA | 6.99 | 4.03 | 23.00 | 15.46 | -3.47 | 14.64 | 29.10 | -28.93 |
| Sharpe Ratio | NA | 0.76 | 1.25 | 0.61 | NA | NA | NA | 0.28 | 0.48 | 2.20 | 1.20 | -0.12 | 0.83 | 1.05 | -1.07 |
| Standard Deviation(%) | NA | 9.38 | 11.82 | 17.77 | NA | NA | NA | 23.84 | 9.51 | 10.46 | 12.90 | 29.14 | 17.64 | 27.58 | 61.92 |
| Draw Down(%) | NA | 8.14 | 11.23 | 21.30 | NA | NA | NA | 46.59 | 8.14 | 7.65 | 11.23 | 21.30 | 14.39 | 27.28 | 42.39 |
| Yield(%) | 0.00 | 35.81 | 17.99 | 11.95 | 5.38 | 3.58 | 2.69 | 8.96 | 33.90 | 3.24 | 1.50 | 1.36 | 1.32 | 1.41 | 1.03 |
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 |
|---|---|---|---|---|
| LMYRX (Legg Mason Target Retirement 2040 R) |
8.52%
Dec 2009 - Dec 2012 |
11.33%
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 |
|---|---|---|---|---|
| LMYRX (Legg Mason Target Retirement 2040 R) |
23.94%
Feb 2009 - Feb 2012 |
20.32%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart