Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCBBX (LEGG MASON LIFESTYLE ALLOCATION 50% CLASS B) | NA | 1.55% | 1.01% | 5.50% | 3.48% | 3.83% | 4.23% | … | … |
Data as of 12/30/2016, Common starting date is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCBBX (LEGG MASON LIFESTYLE ALLOCATION 50% 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 | 1.55 | 1.01 | 5.50 | 3.48 | 3.83 | 4.23 | … | … | 2.06 | -2.48 | 3.40 | 13.82 | 11.58 | -0.24 | 13.10 | 30.38 | -28.06 | 1.97 | 6.24 | 1.30 | 6.36 | 18.36 | -8.08 | -2.06 | 3.89 | 6.50 | 8.04 | 12.01 | 8.70 |
| Sharpe Ratio | NA | 0.24 | 0.14 | 0.82 | 0.27 | NA | NA | … | … | 0.33 | -0.32 | 0.56 | 2.22 | 1.64 | -0.02 | 1.02 | 2.15 | -1.50 | -0.13 | 0.52 | -0.16 | 0.93 | 2.70 | -1.03 | -0.55 | -0.02 | 0.47 | 0.64 | -5.22 | 1.51 |
| Standard Deviation(%) | NA | 5.62 | 6.58 | 6.62 | 11.47 | NA | NA | … | … | 5.61 | 7.90 | 6.00 | 6.20 | 7.08 | 16.87 | 12.77 | 14.09 | 19.29 | 7.95 | 5.72 | 5.40 | 5.83 | 6.54 | 8.88 | 8.06 | 8.25 | 6.90 | 7.40 | 8.24 | 5.35 |
| Draw Down(%) | NA | 7.69 | 12.25 | 12.25 | 40.29 | NA | NA | … | … | 7.23 | 8.22 | 5.27 | 5.23 | 5.96 | 13.26 | 8.58 | 16.70 | 36.70 | 6.37 | 4.50 | 4.38 | 5.85 | 5.28 | 15.66 | 12.00 | 4.24 | 5.74 | 9.68 | 4.43 | 3.04 |
| Yield(%) | 0.00 | 0.00 | 2.37 | 2.01 | 2.39 | 2.31 | 3.35 | … | … | 0.00 | 5.42 | 0.94 | 1.02 | 0.78 | 0.99 | 2.06 | 3.73 | 4.81 | 4.99 | 0.80 | 0.97 | 1.14 | 1.79 | 1.99 | 5.91 | 8.88 | 5.86 | 5.72 | 7.20 | 2.85 |
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 |
|---|---|---|---|---|
| SCBBX (LEGG MASON LIFESTYLE ALLOCATION 50% CLASS B) |
-11.21%
Feb 2006 – Feb 2009 |
-5.89%
Feb 2004 – Feb 2009 |
-1.00%
Feb 1999 – Feb 2009 |
3.14%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCBBX (LEGG MASON LIFESTYLE ALLOCATION 50% CLASS B) |
20.10%
Feb 2009 – Feb 2012 |
16.04%
Feb 2009 – Feb 2014 |
5.57%
Mar 2003 – Mar 2013 |
4.81%
Apr 1996 – Apr 2011 |
Annualized Rolling Returns Comparison Chart