Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LROAX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS A) | 0.69% | 3.67% | 3.37% | 1.02% | 2.29% | 2.39% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LROAX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS A) | 03/02/2011 | 06/03/2026 |
| 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 3.67 | 3.37 | 1.02 | 2.29 | 2.39 | NA | … | … | 0.69 | 10.61 | -2.09 | 3.46 | -4.99 | -1.21 | 6.56 | 5.14 | -3.50 | 6.81 | 4.02 | -5.66 | 4.66 | 0.95 | 12.74 | -0.18 |
| Sharpe Ratio | NA | 0.73 | 0.12 | -0.23 | 0.11 | NA | NA | … | … | -0.18 | 2.10 | -0.90 | -0.02 | -1.09 | -0.33 | 0.90 | 0.74 | -0.88 | 1.14 | 0.60 | -1.11 | 0.93 | 0.16 | 2.93 | -0.05 |
| Standard Deviation(%) | NA | 2.03 | 6.14 | 6.01 | 5.90 | NA | NA | … | … | 1.97 | 3.70 | 6.34 | 9.17 | 5.93 | 3.80 | 6.98 | 4.95 | 5.56 | 5.44 | 6.33 | 5.13 | 4.98 | 5.60 | 4.36 | 4.30 |
| Draw Down(%) | NA | 1.17 | 12.41 | 14.82 | 15.20 | NA | NA | … | … | 1.17 | 2.47 | 5.19 | 12.41 | 10.96 | 3.31 | 12.47 | 4.37 | 9.90 | 4.30 | 3.60 | 9.53 | 4.54 | 8.25 | 2.57 | 3.37 |
| Yield(%) | 0.00 | 4.67 | 4.87 | 3.30 | 2.59 | 2.88 | 2.16 | … | … | 1.49 | 5.49 | 5.95 | 3.05 | 0.99 | 1.82 | 0.60 | 0.00 | 2.93 | 3.34 | 0.00 | 4.23 | 5.80 | 2.03 | 4.86 | 1.24 |
Data as of 06/03/2026, Common starting date is 03/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LROAX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS A) |
-2.27%
Jun 2021 – Jun 2024 |
-0.90%
Sep 2017 – Sep 2022 |
0.50%
Oct 2013 – Oct 2023 |
2.36%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LROAX (LEGG MASON BW ABSOLUTE RETURN OPPORTUNITIES FUND CLASS A) |
6.49%
Nov 2011 – Nov 2014 |
3.73%
Dec 2015 – Dec 2020 |
3.20%
Jul 2011 – Jul 2021 |
2.36%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart