Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBDRX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS R) | 9.93% | 25.18% | 18.10% | 10.60% | 11.63% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBDRX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS R) | 02/03/2014 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 25.18 | 18.10 | 10.60 | 11.63 | NA | NA | … | … | 9.93 | 16.72 | 17.94 | 6.83 | -2.11 | 29.05 | -1.90 | 26.12 | -9.54 | 19.37 | 13.60 | -3.65 | 19.20 |
| Sharpe Ratio | NA | 2.15 | 1.18 | 0.52 | 0.56 | NA | NA | … | … | 1.82 | 0.90 | 1.22 | 0.24 | -0.18 | 1.99 | -0.06 | 1.90 | -0.67 | 2.40 | 0.94 | -0.23 | 1.89 |
| Standard Deviation(%) | NA | 10.75 | 12.92 | 14.79 | 17.88 | NA | NA | … | … | 11.39 | 15.41 | 11.71 | 13.16 | 19.49 | 14.59 | 37.70 | 12.96 | 16.24 | 7.82 | 14.19 | 16.18 | 11.22 |
| Draw Down(%) | NA | 6.86 | 14.21 | 18.22 | 38.34 | NA | NA | … | … | 6.86 | 13.41 | 8.17 | 10.66 | 18.22 | 6.20 | 38.34 | 8.00 | 20.72 | 4.66 | 11.39 | 13.34 | 8.10 |
| Yield(%) | 0.00 | 12.66 | 9.56 | 9.22 | 9.82 | 7.77 | 5.83 | … | … | 0.00 | 12.99 | 11.37 | 1.49 | 11.51 | 17.12 | 2.34 | 13.17 | 8.81 | 8.47 | 6.91 | 5.68 | 9.46 |
Data as of 06/09/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBDRX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS R) |
-1.83%
Mar 2017 – Mar 2020 |
1.78%
Mar 2015 – Mar 2020 |
8.47%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBDRX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS R) |
19.73%
May 2023 – May 2026 |
17.33%
Mar 2020 – Mar 2025 |
12.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart