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 |
|---|---|---|---|---|---|---|---|---|
| LMFCX (Legg Mason Target Retirement 2015 C) | NA | 3.73% | 6.22% | 5.24% | NA | NA | NA | 3.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMFCX (Legg Mason Target Retirement 2015 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 (%) | -0.10 | 3.73 | 6.22 | 5.24 | NA | NA | NA | 3.81 | 2.53 | 8.54 | 7.17 | -5.58 | 13.11 | 25.96 | -21.99 |
| Sharpe Ratio | NA | 0.54 | 0.84 | 0.52 | NA | NA | NA | 0.24 | 0.40 | 1.21 | 1.01 | -0.40 | 1.07 | 1.33 | -1.26 |
| Standard Deviation(%) | NA | 6.88 | 7.05 | 9.97 | NA | NA | NA | 15.36 | 7.07 | 7.04 | 7.08 | 13.96 | 12.16 | 19.39 | 43.19 |
| Draw Down(%) | NA | 4.80 | 6.89 | 13.25 | NA | NA | NA | 37.79 | 4.80 | 6.89 | 6.37 | 13.25 | 9.91 | 21.90 | 34.44 |
| Yield(%) | 0.00 | 20.65 | 8.47 | 5.99 | 3.01 | 2.01 | 1.50 | 5.02 | 19.98 | 0.82 | 0.88 | 1.05 | 1.61 | 2.30 | 1.61 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMFCX (Legg Mason Target Retirement 2015 C) |
1.76%
Apr 2011 - Apr 2014 |
5.71%
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 |
|---|---|---|---|---|
| LMFCX (Legg Mason Target Retirement 2015 C) |
18.47%
Feb 2009 - Feb 2012 |
13.48%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart