Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOBIX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS I) | 10.80% | 6.53% | 1.94% | -1.20% | 1.20% | 2.44% | NA | 3.71% |
Data as of 07/21/2025, AR inception is 12/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOBIX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS I) | 12/30/2008 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 6.53 | 1.94 | -1.20 | 1.20 | 2.44 | NA | 3.71 | 10.80 | -9.41 | 7.22 | -15.79 | -5.36 | 12.52 | 9.13 | -4.99 | 12.81 | 4.71 | -8.63 | 6.13 | -4.05 | 13.18 | 8.01 | 12.63 | 18.22 | 0.09 |
| Sharpe Ratio | NA | 0.21 | -0.13 | -0.33 | -0.03 | NA | NA | 0.34 | 2.15 | -1.80 | 0.26 | -1.52 | -0.97 | 1.12 | 1.45 | -0.94 | 1.58 | 0.54 | -1.41 | 1.36 | -0.67 | 2.85 | 1.50 | 1.82 | 1.78 | NA |
| Standard Deviation(%) | NA | 7.90 | 10.43 | 9.21 | 8.61 | NA | NA | 7.86 | 7.61 | 8.87 | 11.51 | 11.37 | 5.54 | 10.90 | 5.31 | 6.76 | 7.74 | 8.34 | 6.13 | 4.50 | 6.06 | 4.65 | 5.33 | 6.90 | 10.20 | 0.00 |
| Draw Down(%) | NA | 11.96 | 15.73 | 29.19 | 29.19 | NA | NA | 29.19 | 2.90 | 10.98 | 13.95 | 25.17 | 7.20 | 17.87 | 3.05 | 11.75 | 4.51 | 8.99 | 11.56 | 4.37 | 9.99 | 3.37 | 4.39 | 5.69 | 9.37 | 0.00 |
| Yield(%) | 0.00 | 2.99 | 3.32 | 2.31 | 2.50 | 3.47 | 3.42 | 4.27 | 1.66 | 3.26 | 0.00 | 5.24 | 2.04 | 0.30 | 1.59 | 3.48 | 5.13 | 1.93 | 2.20 | 4.91 | 3.86 | 5.02 | 5.36 | 7.79 | 4.18 | 1.75 |
Data as of 07/21/2025, AR inception is 12/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOBIX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS I) |
-7.26%
Apr 2021 - Apr 2024 |
-2.97%
Sep 2017 - Sep 2022 |
-0.47%
Oct 2012 - Oct 2022 |
2.10%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOBIX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS I) |
17.44%
Feb 2009 - Feb 2012 |
11.44%
Feb 2009 - Feb 2014 |
6.49%
Feb 2009 - Feb 2019 |
4.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart