Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XSCDX (Legg Mason Partners Capital & Income Fund Inc) | 10.11% | 16.53% | 15.97% | 10.67% | 7.90% | 6.46% | 3.05% | … | … |
Data as of 06/03/2026, Common starting date is 02/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XSCDX (Legg Mason Partners Capital & Income Fund Inc) | 02/26/2004 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 16.53 | 15.97 | 10.67 | 7.90 | 6.46 | 3.05 | … | … | 10.11 | 0.81 | 22.65 | 22.85 | -10.20 | 35.85 | -6.46 | 31.43 | -16.03 | 1.37 | 4.20 | -21.64 | 12.76 | 33.39 | 5.72 | -1.75 | 10.13 | 23.29 | -50.30 | -6.54 | 7.68 | 2.44 | 3.25 |
| Sharpe Ratio | NA | 1.27 | 0.91 | 0.48 | 0.30 | NA | NA | … | … | 1.85 | -0.12 | 1.52 | 1.38 | -0.46 | 2.51 | -0.14 | 2.45 | -0.99 | 0.08 | 0.22 | -1.33 | 1.03 | 2.66 | 0.40 | -0.08 | 0.56 | 1.45 | -1.65 | -0.65 | 0.60 | 0.03 | 0.42 |
| Standard Deviation(%) | NA | 11.64 | 14.60 | 17.17 | 21.51 | NA | NA | … | … | 12.61 | 18.07 | 12.50 | 14.03 | 25.38 | 14.25 | 48.89 | 12.25 | 17.71 | 9.09 | 18.05 | 16.24 | 12.37 | 12.52 | 14.43 | 21.31 | 17.98 | 16.00 | 30.91 | 14.86 | 7.12 | 6.93 | 6.67 |
| Draw Down(%) | NA | 7.93 | 20.54 | 20.95 | 53.92 | NA | NA | … | … | 7.93 | 19.97 | 6.49 | 8.87 | 20.95 | 5.69 | 53.92 | 6.32 | 26.27 | 7.40 | 17.23 | 28.55 | 12.80 | 10.47 | 10.08 | 19.62 | 9.89 | 18.60 | 57.00 | 14.39 | 6.16 | 6.15 | 7.16 |
| Yield(%) | 0.00 | 8.87 | 9.83 | 8.10 | 6.09 | 5.30 | 2.83 | … | … | 3.63 | 8.02 | 8.55 | 8.62 | 6.29 | 11.86 | 7.41 | 3.28 | 2.17 | 1.93 | 0.00 | 0.00 | 6.39 | 7.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 02/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSCDX (Legg Mason Partners Capital & Income Fund Inc) |
-23.92%
Feb 2006 – Feb 2009 |
-13.32%
Mar 2004 – Mar 2009 |
-2.92%
Feb 2006 – Feb 2016 |
-3.20%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XSCDX (Legg Mason Partners Capital & Income Fund Inc) |
26.51%
Mar 2020 – Mar 2023 |
23.06%
Mar 2020 – Mar 2025 |
8.92%
Feb 2016 – Feb 2026 |
8.03%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart