Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SCHBX (LEGG MASON LIFESTYLE ALLOCATION 85% CLASS B) | NA | -8.04% | 2.65% | 4.45% | 3.17% | 2.74% | 3.34% | … | … |
Data as of 07/06/2016, Common starting date is 07/01/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHBX (LEGG MASON LIFESTYLE ALLOCATION 85% CLASS B) | 07/01/1996 | 07/06/2016 |
| 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 (%) | 1.16 | -8.04 | 2.65 | 4.45 | 3.17 | 2.74 | 3.34 | … | … | -3.51 | -13.00 | -0.06 | 24.72 | 13.67 | -3.92 | 14.05 | 29.36 | -45.26 | -2.44 | 8.21 | 4.66 | 9.31 | 35.45 | -24.61 | -16.20 | -15.18 | 21.12 | 9.83 | 9.41 | 0.51 |
| Sharpe Ratio | NA | -0.76 | -0.13 | 0.09 | -0.04 | NA | NA | … | … | -0.40 | -0.84 | -0.01 | 2.50 | 1.13 | -0.18 | 0.86 | 1.31 | -1.39 | -0.38 | 0.45 | 0.24 | 0.65 | 2.20 | -1.13 | -0.87 | -0.87 | 1.33 | 0.36 | -3.47 | -0.23 |
| Standard Deviation(%) | NA | 18.16 | 13.70 | 15.44 | 18.61 | NA | NA | … | … | 17.24 | 15.59 | 10.48 | 9.89 | 12.13 | 22.00 | 16.16 | 22.39 | 33.03 | 14.44 | 10.88 | 10.30 | 12.83 | 15.81 | 22.80 | 21.49 | 22.00 | 13.46 | 17.99 | 13.15 | 10.88 |
| Draw Down(%) | NA | 22.27 | 26.36 | 26.36 | 60.58 | NA | NA | … | … | 11.29 | 18.04 | 9.03 | 6.32 | 10.49 | 21.31 | 14.05 | 22.76 | 50.46 | 12.86 | 9.18 | 8.08 | 13.10 | 12.18 | 34.50 | 33.80 | 20.98 | 9.60 | 27.76 | 10.80 | 9.80 |
| Yield(%) | 0.00 | 5.92 | 4.89 | 3.49 | 3.14 | 2.48 | 2.79 | … | … | 0.00 | 9.77 | 3.21 | 0.15 | 0.52 | 0.23 | 0.53 | 1.06 | 8.64 | 4.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.99 | 7.93 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/06/2016, Common starting date is 07/01/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHBX (LEGG MASON LIFESTYLE ALLOCATION 85% CLASS B) |
-17.22%
Mar 2000 – Mar 2003 |
-8.33%
Feb 2004 – Feb 2009 |
-3.71%
Feb 1999 – Feb 2009 |
1.48%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHBX (LEGG MASON LIFESTYLE ALLOCATION 85% CLASS B) |
22.19%
Feb 2009 – Feb 2012 |
19.43%
Feb 2009 – Feb 2014 |
6.81%
Mar 2003 – Mar 2013 |
3.96%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart