Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBWAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A) | 1.87% | 6.42% | 12.15% | 8.35% | 10.25% | 10.21% | NA | … | … |
Data as of 03/13/2026, Common starting date is 09/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBWAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A) | 09/08/2010 | 03/13/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 6.42 | 12.15 | 8.35 | 10.25 | 10.21 | NA | … | … | 1.87 | 5.35 | 7.75 | 5.35 | -13.41 | 10.63 | -4.19 | 12.63 | -17.60 | 10.67 | 6.74 | -9.16 | 11.82 | 31.53 | 14.76 | 5.43 | 12.43 |
| Sharpe Ratio | NA | 0.20 | 0.60 | 0.39 | 0.47 | NA | NA | … | … | 0.61 | 0.13 | 0.08 | 0.08 | -0.65 | 0.54 | -0.12 | 0.67 | -0.99 | 0.89 | 0.43 | -0.53 | 1.03 | 2.85 | 1.20 | 0.24 | 3.87 |
| Standard Deviation(%) | NA | 18.56 | 14.66 | 15.61 | 18.17 | NA | NA | … | … | 11.92 | 18.79 | 15.89 | 13.09 | 22.90 | 19.52 | 37.64 | 16.67 | 19.19 | 11.38 | 15.08 | 17.49 | 11.50 | 11.04 | 12.38 | 22.55 | 11.52 |
| Draw Down(%) | NA | 11.06 | 14.12 | 18.05 | 38.27 | NA | NA | … | … | 5.90 | 13.36 | 16.93 | 10.61 | 18.05 | 15.78 | 38.27 | 11.08 | 27.81 | 8.47 | 11.39 | 13.34 | 8.08 | 5.15 | 9.02 | 18.12 | 3.77 |
| Yield(%) | 0.00 | 0.00 | 4.91 | 7.76 | 9.05 | 9.78 | 8.62 | … | … | 0.00 | 0.00 | 11.62 | 1.71 | 11.69 | 18.03 | 2.43 | 13.02 | 8.97 | 8.77 | 7.18 | 5.80 | 9.28 | 6.89 | 6.05 | 2.00 | 0.00 |
Data as of 03/13/2026, Common starting date is 09/08/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBWAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A) |
-1.67%
Mar 2017 – Mar 2020 |
1.98%
Mar 2015 – Mar 2020 |
7.87%
Oct 2013 – Oct 2023 |
10.40%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBWAX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS A) |
22.33%
Sep 2011 – Sep 2014 |
17.63%
Mar 2020 – Mar 2025 |
13.09%
Sep 2011 – Sep 2021 |
11.63%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart