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GOBIX: LEGG MASON BW GLOBAL OPPORTUNITIES BOND FUND CLASS I (MUTUAL FUND)
Basic Info 8.82 0.06(0.68%) June 05
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (7%) |
| Start Date: | 12/30/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 2.64% |
| Expenses | 0.56% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/30/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.2 | -0.9 | 1.7 | 2.2 | -2.7 | 1.1 | 1.7 | 3.5 | 13.5 | -9.4 | 7.2 | -15.8 | -5.4 | 12.5 | 9.1 | -5.0 | 12.8 | 4.7 | -8.6 | 6.1 | -4.0 | 13.2 | 8.0 | 12.6 | 18.2 | 0.1 |
| Sharpe Ratio | NA | -0.56 | -0.13 | -0.12 | -0.57 | -0.07 | NA | 0.32 | 1.53 | -1.47 | 0.31 | -1.52 | -0.97 | 1.12 | 1.44 | -0.95 | 1.58 | 0.54 | -1.41 | 1.36 | -0.67 | 2.85 | 1.5 | 1.82 | 1.78 | NA |
| Draw Down(%) | NA | 6.0 | 6.0 | 13.9 | 29.2 | 29.2 | NA | 29.2 | 3.1 | 11.0 | 13.9 | 25.2 | 7.2 | 17.9 | 3.1 | 11.7 | 4.5 | 9.0 | 11.6 | 4.4 | 10.0 | 3.4 | 4.4 | 5.7 | 9.4 | 0.0 |
| Standard Deviation(%) | NA | 8.2 | 7.0 | 9.0 | 9.3 | 8.6 | NA | 7.8 | 7.0 | 8.9 | 11.5 | 11.4 | 5.5 | 10.9 | 5.3 | 6.8 | 7.7 | 8.3 | 6.1 | 4.5 | 6.1 | 4.7 | 5.3 | 6.9 | 10.2 | 0.0 |
| Treynor Ratio | NA | -0.04 | -0.01 | -0.01 | -0.04 | -0.01 | NA | 0.02 | 0.1 | -0.07 | 0.02 | -0.18 | -0.15 | 0.1 | 0.24 | -0.2 | 0.21 | 0.06 | -0.18 | 0.09 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.01 | 0.04 | -0.05 | -0.01 | -0.01 | -0.02 | 0.03 | 0.02 | -0.03 | 0.04 | 0.01 | -0.04 | 0.0 | -0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 1.22 | 1.3 | 1.59 | 1.21 | 1.09 | NA | 1.03 | 1.09 | 1.8 | 1.47 | 0.98 | 0.37 | 1.22 | 0.32 | 0.32 | 0.58 | 0.74 | 0.48 | 0.69 | 1.03 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.43 | 0.4 | 0.5 | 0.4 | 0.27 | NA | 0.19 | 0.25 | 0.6 | 0.53 | 0.34 | 0.05 | 0.26 | 0.03 | 0.01 | 0.03 | 0.08 | 0.08 | 0.12 | 0.21 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.6 | 2.5 | 2.5 | 2.6 | 3.0 | N/A | 4.5 | 3.3 | 0.0 | 5.2 | 2.0 | 0.3 | 1.6 | 3.5 | 5.1 | 1.9 | 2.2 | 4.9 | 3.9 | 5.0 | 5.4 | 7.8 | 4.2 | 1.7 |
| Dividend Growth(%) | N/A | -100.0 | -40.1 | -17.6 | 16.6 | N/A | N/A | N/A | 23.3 | N/A | -100.0 | 137.2 | 656.2 | -79.6 | -58.5 | -26.2 | 172.5 | -21.7 | -54.5 | 16.3 | -16.7 | -3.9 | -28.3 | 113.2 | 134.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2008
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