Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCDAX (Legg Mason Capital Mgmt Discip) | -0.37% | 6.53% | 6.80% | 1.49% | 3.94% | 2.88% | NA | … | … |
Data as of 02/17/2026, Common starting date is 11/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCDAX (Legg Mason Capital Mgmt Discip) | 11/16/2010 | 02/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.53 | 6.80 | 1.49 | 3.94 | 2.88 | NA | … | … | -0.37 | 8.34 | 6.54 | 6.98 | -11.51 | -1.00 | 5.78 | 13.56 | -3.65 | 7.45 | 9.03 | 1.78 | 3.06 | 28.83 |
| Sharpe Ratio | NA | 1.41 | 1.17 | -0.26 | 0.58 | NA | NA | … | … | -4.74 | 2.00 | 1.11 | 0.91 | -2.57 | -0.49 | 0.62 | 5.11 | -1.94 | 3.38 | 2.80 | 0.67 | 1.15 | 0.08 |
| Standard Deviation(%) | NA | 2.63 | 2.92 | 3.42 | 4.06 | NA | NA | … | … | 1.13 | 2.74 | 2.62 | 3.67 | 5.06 | 2.10 | 8.92 | 2.37 | 2.61 | 2.02 | 3.14 | 2.60 | 2.66 | 104.71 |
| Draw Down(%) | NA | 2.93 | 3.73 | 20.57 | 20.57 | NA | NA | … | … | 0.44 | 2.93 | 1.67 | 4.42 | 19.02 | 2.85 | 19.47 | 1.24 | 5.39 | 1.10 | 3.57 | 3.21 | 4.36 | 0.27 |
| Yield(%) | 0.00 | 4.66 | 4.95 | 3.74 | 4.46 | 3.41 | 3.30 | … | … | 0.00 | 5.12 | 5.09 | 4.85 | 3.59 | 3.06 | 3.93 | 4.74 | 4.36 | 5.29 | 4.58 | 4.51 | 3.86 | 0.00 |
Data as of 02/17/2026, Common starting date is 11/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCDAX (Legg Mason Capital Mgmt Discip) |
-4.26%
Oct 2019 – Oct 2022 |
-1.14%
Oct 2017 – Oct 2022 |
2.70%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCDAX (Legg Mason Capital Mgmt Discip) |
9.71%
Oct 2022 – Oct 2025 |
6.29%
Jan 2016 – Jan 2021 |
3.92%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart