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GOBAX: LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS A (MUTUAL FUND)
Basic Info 8.83 0.05(0.56%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 03/17/2010 |
| Last Dividend Date: | 03/31/2026 |
| 12-Mo. Yield | 3.70% |
| Expenses | 0.56% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 0.4 | 2.9 | 2.4 | -2.7 | 1.1 | 1.5 | 2.4 | 13.2 | -9.7 | 6.8 | -16.0 | -5.6 | 12.2 | 8.8 | -5.3 | 12.4 | 4.4 | -8.8 | 5.9 | -4.2 | 12.9 | 7.6 | 9.0 |
| Sharpe Ratio | NA | 0.15 | 0.34 | 0.0 | -0.53 | -0.06 | NA | 0.17 | 1.5 | -1.49 | 0.28 | -1.54 | -1.01 | 1.08 | 1.37 | -0.99 | 1.56 | 0.49 | -1.44 | 1.3 | -0.71 | 2.77 | 1.43 | 1.6 |
| Draw Down(%) | NA | 5.2 | 5.2 | 13.9 | 29.5 | 29.5 | NA | 29.5 | 3.0 | 11.0 | 13.9 | 25.4 | 7.4 | 17.9 | 3.1 | 11.9 | 4.6 | 9.1 | 11.7 | 4.4 | 10.1 | 3.4 | 4.3 | 5.7 |
| Standard Deviation(%) | NA | 8.3 | 7.0 | 9.0 | 9.3 | 8.7 | NA | 7.7 | 6.9 | 8.9 | 11.6 | 11.4 | 5.6 | 11.0 | 5.4 | 6.7 | 7.6 | 8.4 | 6.1 | 4.5 | 6.0 | 4.7 | 5.3 | 7.1 |
| Treynor Ratio | NA | 0.01 | 0.02 | 0.0 | -0.04 | 0.0 | NA | 0.01 | 0.1 | -0.07 | 0.02 | -0.19 | -0.15 | 0.1 | 0.21 | -0.21 | 0.2 | 0.06 | -0.18 | 0.1 | -0.04 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.04 | -0.05 | -0.02 | -0.02 | -0.02 | 0.03 | 0.02 | -0.03 | 0.04 | 0.0 | -0.04 | 0.0 | -0.01 | NA | NA | NA |
| Beta | NA | 1.32 | 1.36 | 1.6 | 1.19 | 1.08 | NA | 1.02 | 1.08 | 1.82 | 1.48 | 0.92 | 0.37 | 1.21 | 0.35 | 0.31 | 0.59 | 0.74 | 0.5 | 0.6 | 1.01 | NA | NA | NA |
| RSquared | NA | 0.5 | 0.44 | 0.51 | 0.39 | 0.26 | NA | 0.21 | 0.26 | 0.61 | 0.53 | 0.3 | 0.05 | 0.25 | 0.03 | 0.01 | 0.03 | 0.08 | 0.09 | 0.09 | 0.2 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 3.0 | 0.0 | 4.9 | 1.8 | 0.1 | 1.3 | 3.2 | 4.8 | 1.9 | 2.0 | 4.6 | 3.6 | 4.7 | 5.0 | 5.8 |
| Dividend Growth(%) | N/A | -67.6 | N/A | N/A | N/A | N/A | N/A | N/A | 26.3 | N/A | -100.0 | 158.1 | 1212.5 | -87.9 | -61.7 | -28.3 | 155.6 | -12.6 | -57.3 | 16.7 | -16.6 | -3.2 | -11.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2010
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