Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LUIXX (Legg Mason Partners Institutional Trust - U.S. Treasury Obligations Money Market Fund) | 1.40% | 3.92% | 4.34% | 2.61% | NA | NA | NA | 2.63% |
Data as of 07/11/2025, AR inception is 09/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LUIXX (Legg Mason Partners Institutional Trust - U.S. Treasury Obligations Money Market Fund) | 09/19/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.92 | 4.34 | 2.61 | NA | NA | NA | 2.63 | 1.40 | 3.95 | 5.05 | 1.54 | 0.02 | 0.30 | 1.86 | 0.52 |
| Sharpe Ratio | NA | 0.60 | 0.78 | 0.56 | NA | NA | NA | 0.55 | -0.37 | -2.07 | 0.57 | 0.27 | -1.50 | 0.41 | 0.82 | 0.64 |
| Standard Deviation(%) | NA | 1.20 | 1.27 | 0.99 | NA | NA | NA | 0.89 | 0.96 | 1.27 | 1.40 | 0.60 | 0.01 | 0.17 | 0.55 | 0.56 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.83 | 4.23 | 2.57 | 1.55 | 1.03 | 0.77 | 2.58 | 1.38 | 5.02 | 4.91 | 1.53 | 0.00 | 0.30 | 1.83 | 0.52 |
Data as of 07/11/2025, AR inception is 09/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUIXX (Legg Mason Partners Institutional Trust - U.S. Treasury Obligations Money Market Fund) |
0.43%
May 2019 - May 2022 |
1.63%
Oct 2018 - Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LUIXX (Legg Mason Partners Institutional Trust - U.S. Treasury Obligations Money Market Fund) |
4.38%
Apr 2022 - Apr 2025 |
2.61%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart