Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LAOCX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS C) | 6.80% | 5.87% | 2.47% | 0.74% | 1.01% | NA | NA | 1.42% |
Data as of 07/31/2025, AR inception is 08/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAOCX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS C) | 08/02/2012 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 5.87 | 2.47 | 0.74 | 1.01 | NA | NA | 1.42 | 6.80 | -2.80 | 2.69 | -5.73 | -1.67 | 5.85 | 5.35 | -4.09 | 6.12 | 3.48 | -6.25 | 3.93 | 0.24 | 4.44 |
| Sharpe Ratio | NA | 0.83 | -0.01 | -0.19 | -0.07 | NA | NA | 0.04 | 2.00 | -1.50 | -0.17 | -1.19 | -0.44 | 0.81 | 0.79 | -0.97 | 1.29 | 0.52 | -1.22 | 0.79 | 0.04 | 2.65 |
| Standard Deviation(%) | NA | 4.90 | 7.14 | 6.26 | 6.02 | NA | NA | 5.82 | 4.79 | 6.28 | 9.20 | 5.98 | 3.82 | 6.95 | 5.00 | 5.62 | 4.27 | 6.30 | 5.13 | 4.94 | 5.60 | 4.26 |
| Draw Down(%) | NA | 5.35 | 12.50 | 16.11 | 16.11 | NA | NA | 16.11 | 2.58 | 5.35 | 12.50 | 11.53 | 3.47 | 12.54 | 4.40 | 10.37 | 4.33 | 3.69 | 10.09 | 4.55 | 8.40 | 1.43 |
| Yield(%) | 0.00 | 4.85 | 3.14 | 1.95 | 1.84 | 1.85 | 1.39 | 2.32 | 1.98 | 5.19 | 2.30 | 0.06 | 0.67 | 0.12 | 0.87 | 2.29 | 2.75 | 0.00 | 3.63 | 5.09 | 1.34 | 2.88 |
Data as of 07/31/2025, AR inception is 08/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAOCX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS C) |
-2.95%
Jun 2021 - Jun 2024 |
-1.35%
Sep 2017 - Sep 2022 |
-0.06%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAOCX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS C) |
3.80%
Jun 2022 - Jun 2025 |
3.27%
Dec 2015 - Dec 2020 |
1.00%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart