Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBCBX (LEGG MASON LIFESTYLE ALLOCATION 30% CLASS B) | NA | 2.53% | 1.51% | 4.32% | 3.58% | 3.97% | 4.17% | … | … |
Data as of 12/30/2016, Common starting date is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBCBX (LEGG MASON LIFESTYLE ALLOCATION 30% CLASS B) | 03/28/1996 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.53 | 1.51 | 4.32 | 3.58 | 3.97 | 4.17 | … | … | 2.69 | -1.85 | 3.69 | 7.44 | 10.03 | 1.33 | 11.78 | 29.53 | -22.73 | 1.59 | 4.87 | 1.23 | 6.03 | 16.03 | -3.47 | 0.57 | 3.62 | 3.44 | 0.57 | 16.80 | 8.20 |
| Sharpe Ratio | NA | 0.62 | 0.34 | 1.00 | 0.38 | NA | NA | … | … | 0.66 | -0.37 | 0.98 | 1.69 | 2.35 | 0.16 | 0.76 | 3.13 | -1.80 | -0.28 | 0.39 | -0.25 | 1.29 | 3.82 | -0.88 | -0.34 | -0.08 | 0.04 | -0.42 | -5.86 | 1.73 |
| Standard Deviation(%) | NA | 3.74 | 4.22 | 4.27 | 8.31 | NA | NA | … | … | 3.75 | 5.05 | 3.74 | 4.39 | 4.28 | 7.98 | 15.35 | 9.39 | 13.13 | 5.10 | 4.09 | 3.79 | 3.95 | 4.01 | 5.21 | 5.26 | 5.08 | 4.96 | 6.49 | 6.53 | 4.28 |
| Draw Down(%) | NA | 4.87 | 9.03 | 9.03 | 32.85 | NA | NA | … | … | 4.73 | 6.01 | 3.52 | 4.92 | 3.51 | 8.51 | 10.45 | 13.18 | 30.39 | 4.63 | 3.26 | 3.22 | 4.63 | 3.12 | 9.92 | 7.64 | 3.36 | 4.04 | 6.73 | 3.02 | 1.76 |
| Yield(%) | 0.00 | 0.24 | 1.37 | 1.45 | 2.24 | 2.52 | 3.35 | … | … | 0.25 | 1.40 | 1.74 | 1.50 | 1.71 | 1.92 | 2.87 | 5.24 | 3.77 | 3.44 | 1.69 | 2.30 | 2.40 | 3.16 | 3.04 | 4.88 | 7.09 | 5.83 | 6.26 | 8.81 | 4.14 |
Data as of 12/30/2016, Common starting date is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCBX (LEGG MASON LIFESTYLE ALLOCATION 30% CLASS B) |
-8.74%
Feb 2006 – Feb 2009 |
-4.28%
Feb 2004 – Feb 2009 |
0.02%
Feb 1999 – Feb 2009 |
3.48%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBCBX (LEGG MASON LIFESTYLE ALLOCATION 30% CLASS B) |
18.34%
Feb 2009 – Feb 2012 |
13.71%
Feb 2009 – Feb 2014 |
5.49%
Sep 2002 – Sep 2012 |
4.87%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart