Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LMBBX (LEGG MASON BW DYNAMIC LARGE CAP VALUE FUND CLASS C) | NA | -13.47% | 7.94% | 6.89% | NA | NA | NA | 7.75% |
Data as of 10/17/2022, AR inception is 11/05/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMBBX (LEGG MASON BW DYNAMIC LARGE CAP VALUE FUND CLASS C) | 11/05/2014 | 10/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.03 | -13.47 | 7.94 | 6.89 | NA | NA | NA | 7.75 | -14.93 | 10.00 | 6.18 | 22.42 | -10.29 | 20.66 | 9.24 | -4.72 | 3.15 |
| Sharpe Ratio | NA | -0.67 | 0.29 | 0.27 | NA | NA | NA | 0.31 | -0.87 | 0.44 | 0.16 | 1.40 | -0.67 | 2.24 | 0.60 | -0.30 | 1.77 |
| Standard Deviation(%) | NA | 21.26 | 26.05 | 22.55 | NA | NA | NA | 19.77 | 22.48 | 22.44 | 36.76 | 15.03 | 17.38 | 8.97 | 14.94 | 15.85 | 12.90 |
| Draw Down(%) | NA | 20.10 | 36.83 | 36.83 | NA | NA | NA | 36.83 | 20.10 | 18.31 | 36.83 | 9.18 | 22.07 | 4.87 | 12.29 | 14.42 | 5.23 |
| Yield(%) | 0.00 | 14.29 | 8.93 | 7.51 | 4.72 | 3.15 | 2.36 | 6.74 | 0.91 | 17.14 | 4.21 | 3.34 | 8.35 | 2.36 | 0.32 | 2.72 | 0.25 |
Data as of 10/17/2022, AR inception is 11/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBBX (LEGG MASON BW DYNAMIC LARGE CAP VALUE FUND CLASS C) |
-0.47%
Mar 2017 - Mar 2020 |
0.57%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMBBX (LEGG MASON BW DYNAMIC LARGE CAP VALUE FUND CLASS C) |
19.47%
Dec 2018 - Dec 2021 |
14.78%
Jun 2016 - Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart