Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBORX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS R) | 10.80% | 6.53% | 1.16% | -1.96% | 0.72% | NA | NA | 1.00% |
Data as of 07/25/2025, AR inception is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBORX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS R) | 10/28/2011 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.80 | 6.53 | 1.16 | -1.96 | 0.72 | NA | NA | 1.00 | 10.80 | -9.89 | 6.57 | -16.18 | -5.95 | 11.89 | 8.47 | -5.55 | 12.11 | 4.17 | -9.14 | 5.55 | -4.48 | 12.43 | -1.55 |
| Sharpe Ratio | NA | 0.43 | -0.21 | -0.42 | -0.08 | NA | NA | -0.01 | 2.25 | -1.85 | 0.20 | -1.56 | -1.07 | 1.06 | 1.33 | -1.02 | 1.51 | 0.48 | -1.49 | 1.23 | -0.74 | 2.71 | -1.52 |
| Standard Deviation(%) | NA | 7.89 | 10.42 | 9.20 | 8.61 | NA | NA | 7.86 | 7.59 | 8.90 | 11.49 | 11.31 | 5.57 | 10.96 | 5.30 | 6.73 | 7.64 | 8.34 | 6.15 | 4.49 | 6.07 | 4.61 | 5.76 |
| Draw Down(%) | NA | 12.16 | 15.83 | 29.77 | 29.77 | NA | NA | 29.77 | 2.93 | 11.06 | 13.96 | 25.47 | 7.43 | 17.92 | 3.15 | 12.14 | 4.66 | 9.16 | 11.93 | 4.56 | 10.24 | 3.35 | 3.37 |
| Yield(%) | 0.00 | 2.61 | 3.01 | 1.96 | 2.12 | 2.29 | 1.72 | 2.64 | 1.56 | 2.78 | 0.00 | 4.76 | 1.49 | 0.00 | 1.14 | 2.93 | 4.54 | 1.92 | 1.71 | 4.34 | 3.39 | 4.46 | 1.55 |
Data as of 07/25/2025, AR inception is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBORX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS R) |
-7.77%
Apr 2021 - Apr 2024 |
-3.53%
Sep 2017 - Sep 2022 |
-1.03%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBORX (LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS R) |
5.59%
Aug 2018 - Aug 2021 |
6.01%
Dec 2015 - Dec 2020 |
2.63%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart