Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LBWCX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS C) | 6.76% | -0.70% | 3.47% | 5.13% | 0.76% | NA | NA | 5.49% |
Data as of 07/30/2025, AR inception is 09/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBWCX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS C) | 09/08/2010 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.21 | -0.70 | 3.47 | 5.13 | 0.76 | NA | NA | 5.49 | 6.76 | 7.66 | 5.76 | -14.19 | 10.91 | -4.11 | 14.14 | -18.46 | 10.43 | 6.86 | -9.85 | 11.00 | 30.52 | 13.87 | 4.62 | 12.34 |
| Sharpe Ratio | NA | -0.04 | 0.06 | 0.18 | -0.02 | NA | NA | 0.23 | 0.64 | 0.07 | 0.12 | -0.68 | 0.57 | -0.11 | 0.83 | -1.02 | 0.89 | 0.45 | -0.57 | 0.95 | 2.77 | 1.12 | 0.20 | 3.78 |
| Standard Deviation(%) | NA | 19.22 | 17.55 | 17.95 | 20.20 | NA | NA | 18.61 | 18.42 | 15.47 | 13.14 | 22.97 | 19.13 | 37.72 | 15.30 | 19.36 | 11.02 | 14.81 | 17.47 | 11.52 | 11.02 | 12.44 | 22.55 | 11.70 |
| Draw Down(%) | NA | 21.99 | 21.99 | 28.71 | 46.12 | NA | NA | 46.12 | 13.45 | 16.40 | 10.97 | 18.46 | 15.35 | 38.39 | 9.02 | 28.52 | 8.05 | 11.44 | 13.65 | 8.16 | 5.22 | 9.18 | 18.39 | 3.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.90 | 1.42 | 2.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.78 | 5.60 | 5.09 | 1.35 | 0.00 |
Data as of 07/30/2025, AR inception is 09/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBWCX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS C) |
-10.50%
Mar 2017 - Mar 2020 |
-6.13%
Mar 2015 - Mar 2020 |
0.07%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBWCX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS C) |
21.45%
Sep 2011 - Sep 2014 |
12.64%
Nov 2010 - Nov 2015 |
7.51%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart