Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMCOX (LM CAPITAL OPPORTUNISTIC BOND FUND INSTITUTIONAL CLASS SHARES) | NA | -3.08% | 1.45% | NA | NA | NA | NA | … | … |
Data as of 12/17/2018, Common starting date is 01/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMCOX (LM CAPITAL OPPORTUNISTIC BOND FUND INSTITUTIONAL CLASS SHARES) | 01/03/2014 | 12/17/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | -3.08 | 1.45 | NA | NA | NA | NA | … | … | -4.00 | 4.33 | 3.34 | -0.19 | 5.37 |
| Sharpe Ratio | NA | -2.43 | 0.18 | NA | NA | NA | NA | … | … | -2.47 | 1.48 | 1.13 | -0.07 | 2.47 |
| Standard Deviation(%) | NA | 2.24 | 2.51 | NA | NA | NA | NA | … | … | 2.22 | 2.51 | 2.76 | 3.31 | 2.18 |
| Draw Down(%) | NA | 4.13 | 4.13 | NA | NA | NA | NA | … | … | 4.00 | 1.37 | 3.85 | 2.90 | 1.26 |
| Yield(%) | 0.08 | 2.82 | 3.00 | 3.00 | 1.50 | 1.00 | 0.75 | … | … | 2.56 | 3.07 | 2.95 | 3.06 | 3.32 |
Data as of 12/17/2018, Common starting date is 01/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCOX (LM CAPITAL OPPORTUNISTIC BOND FUND INSTITUTIONAL CLASS SHARES) |
1.10%
Apr 2015 – Apr 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMCOX (LM CAPITAL OPPORTUNISTIC BOND FUND INSTITUTIONAL CLASS SHARES) |
2.83%
Sep 2014 – Sep 2017 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart