Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBAFX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS FI) | 0.81% | 3.52% | 3.45% | 0.98% | 2.31% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBAFX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS FI) | 11/01/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.52 | 3.45 | 0.98 | 2.31 | NA | NA | … | … | 0.81 | 10.65 | -2.01 | 3.43 | -4.98 | -1.22 | 6.61 | 5.63 | -3.44 | 6.52 | 4.20 | -5.52 | 4.69 | 0.90 | 12.38 | -0.76 |
| Sharpe Ratio | NA | 0.70 | 0.13 | -0.23 | 0.12 | NA | NA | … | … | -0.26 | 2.09 | -0.90 | -0.02 | -1.09 | -0.33 | 0.91 | 0.83 | -0.87 | 1.35 | 0.63 | -1.06 | 0.94 | 0.16 | 2.84 | -1.32 |
| Standard Deviation(%) | NA | 2.01 | 6.16 | 6.00 | 5.81 | NA | NA | … | … | 1.97 | 3.73 | 6.24 | 9.24 | 5.89 | 3.78 | 6.96 | 4.99 | 5.57 | 4.37 | 6.33 | 5.25 | 5.00 | 5.57 | 4.38 | 3.47 |
| Draw Down(%) | NA | 1.16 | 12.43 | 14.81 | 14.81 | NA | NA | … | … | 1.16 | 2.53 | 5.19 | 12.43 | 10.99 | 3.27 | 12.41 | 4.26 | 9.89 | 4.46 | 3.60 | 9.55 | 4.55 | 8.25 | 2.63 | 1.59 |
| Yield(%) | 0.00 | 4.68 | 4.87 | 3.29 | 2.52 | 2.77 | 2.08 | … | … | 1.51 | 5.49 | 5.93 | 3.02 | 1.02 | 1.85 | 0.63 | 0.00 | 2.87 | 2.47 | 0.00 | 4.31 | 5.91 | 2.07 | 4.54 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBAFX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS FI) |
-2.31%
Jun 2021 – Jun 2024 |
-0.78%
Sep 2017 – Sep 2022 |
0.56%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBAFX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS FI) |
6.05%
Jan 2012 – Jan 2015 |
3.83%
Dec 2015 – Dec 2020 |
2.95%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart