Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LRIWX (Legal & General Retirement Income 2040 Fund W shares) | NA | 12.62% | NA | NA | NA | NA | NA | -3.11% |
Data as of 02/16/2024, AR inception is 12/23/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRIWX (Legal & General Retirement Income 2040 Fund W shares) | 12/23/2021 | 02/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 12.62 | NA | NA | NA | NA | NA | -3.11 | 0.33 | 13.66 | -18.90 | 1.51 |
| Sharpe Ratio | NA | 1.05 | NA | NA | NA | NA | NA | -0.39 | -0.13 | 1.25 | -1.01 | 12.11 |
| Standard Deviation(%) | NA | 7.87 | NA | NA | NA | NA | NA | 14.90 | 8.73 | 7.57 | 20.11 | 12.96 |
| Draw Down(%) | NA | 8.06 | NA | NA | NA | NA | NA | 28.44 | 2.49 | 8.06 | 28.37 | 0.10 |
| Yield(%) | 0.00 | 2.93 | 1.63 | 0.98 | 0.49 | 0.33 | 0.24 | 2.45 | 0.22 | 2.85 | 2.39 | 0.00 |
Data as of 02/16/2024, AR inception is 12/23/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRIWX (Legal & General Retirement Income 2040 Fund W shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRIWX (Legal & General Retirement Income 2040 Fund W shares) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart