Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LMAQX (LEGG MASON BW ALTERNATIVE CREDIT FUND CLASS C) NA 1.25% 0.23% 1.55% 1.22% NA NA
Data as of 07/02/2025, Common starting date is 12/05/2013
More Performance Analytics Comparison
Name Start Date End Date
LMAQX (LEGG MASON BW ALTERNATIVE CREDIT FUND CLASS C) 12/05/2013 07/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -0.06 1.25 0.23 1.55 1.22 NA NA -0.34 5.12 -3.83 -3.19 3.88 0.23 5.39 -0.95 8.13 4.77 -6.89 8.53 0.80
Sharpe Ratio NA -0.51 -0.75 -0.13 -0.04 NA NA -0.87 0.51 -1.58 -1.02 1.70 0.00 2.13 -1.16 3.09 1.18 -1.39 3.05 7.03
Standard Deviation(%) NA 3.86 4.24 3.79 4.69 NA NA 4.32 2.91 4.77 4.55 2.27 10.12 1.84 2.02 2.43 3.85 4.98 2.79 1.78
Draw Down(%) NA 4.25 7.53 10.45 20.56 NA NA 4.25 2.01 7.09 6.98 1.28 20.56 0.86 2.95 1.14 3.68 11.11 2.60 0.10
Yield(%) 0.90 8.27 5.16 4.43 3.18 2.52 1.89 1.68 10.36 4.12 1.36 2.96 3.36 2.38 1.29 3.16 0.07 3.92 4.37 0.00
Data as of 07/02/2025, Common starting date is 12/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMAQX (LEGG MASON BW ALTERNATIVE CREDIT FUND CLASS C) -2.58%
Apr 2017 – Apr 2020
-1.41%
Apr 2015 – Apr 2020
0.98%
Apr 2015 – Apr 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LMAQX (LEGG MASON BW ALTERNATIVE CREDIT FUND CLASS C) 5.41%
Jun 2016 – Jun 2019
4.60%
Feb 2016 – Feb 2021
1.45%
Jan 2014 – Jan 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return