Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLVAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A2) | NA | -35.22% | -7.24% | -3.43% | NA | NA | NA | … | … |
Data as of 12/20/2021, Common starting date is 11/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLVAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A2) | 11/01/2012 | 12/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.22 | -7.24 | -3.43 | NA | NA | NA | … | … | -36.00 | -1.80 | 12.54 | -9.41 | 19.49 | 13.71 | -3.59 | 11.78 | 31.34 | -0.30 |
| Sharpe Ratio | NA | -0.55 | -0.18 | -0.12 | NA | NA | NA | … | … | -0.56 | -0.05 | 0.50 | -0.66 | 2.43 | 0.95 | -0.22 | 1.02 | 2.80 | -0.15 |
| Standard Deviation(%) | NA | 64.67 | 43.93 | 34.87 | NA | NA | NA | … | … | 65.71 | 37.55 | 22.18 | 16.28 | 7.80 | 14.23 | 16.16 | 11.52 | 11.18 | 13.31 |
| Draw Down(%) | NA | 48.85 | 48.85 | 48.85 | NA | NA | NA | … | … | 48.85 | 38.29 | 19.66 | 20.63 | 4.65 | 11.35 | 13.30 | 8.11 | 5.10 | 5.38 |
| Yield(%) | 0.00 | 0.00 | 5.14 | 6.45 | 7.53 | 5.02 | 3.76 | … | … | 0.00 | 2.46 | 12.38 | 8.98 | 8.80 | 7.18 | 5.91 | 9.21 | 6.81 | 5.47 |
Data as of 12/20/2021, Common starting date is 11/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLVAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A2) |
-12.01%
Aug 2018 – Aug 2021 |
-2.67%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLVAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A2) |
14.25%
Sep 2015 – Sep 2018 |
13.97%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart