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 |
|---|---|---|---|---|---|---|---|---|
| LMFIX (Legg Mason Target Retirement 2015 I) | NA | 4.58% | 7.26% | 6.31% | NA | NA | NA | 4.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMFIX (Legg Mason Target Retirement 2015 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 | 4.58 | 7.26 | 6.31 | NA | NA | NA | 4.90 | 3.20 | 9.89 | 8.22 | -4.60 | 13.85 | 27.79 | -21.79 |
| Sharpe Ratio | NA | 0.65 | 1.00 | 0.63 | NA | NA | NA | 0.30 | 0.50 | 1.40 | 1.17 | -0.33 | 1.13 | 1.43 | -1.25 |
| Standard Deviation(%) | NA | 6.97 | 7.03 | 9.97 | NA | NA | NA | 15.34 | 7.13 | 7.06 | 7.02 | 14.01 | 12.18 | 19.39 | 43.19 |
| Draw Down(%) | NA | 4.78 | 6.85 | 12.76 | NA | NA | NA | 37.54 | 4.78 | 6.85 | 6.19 | 12.76 | 9.79 | 21.79 | 34.32 |
| Yield(%) | 0.00 | 22.44 | 9.89 | 7.34 | 3.71 | 2.47 | 1.85 | 6.18 | 20.95 | 2.05 | 1.99 | 2.20 | 2.76 | 3.64 | 1.88 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMFIX (Legg Mason Target Retirement 2015 I) |
2.86%
Apr 2011 - Apr 2014 |
6.83%
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 |
|---|---|---|---|---|
| LMFIX (Legg Mason Target Retirement 2015 I) |
19.73%
Feb 2009 - Feb 2012 |
14.70%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart