Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBISX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS IS) | 2.50% | 3.70% | 7.75% | 0.25% | 2.00% | 4.52% | NA | … | … |
Data as of 03/16/2026, Common starting date is 09/08/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBISX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS IS) | 09/08/2010 | 03/16/2026 |
| 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 (%) | -1.30 | 3.70 | 7.75 | 0.25 | 2.00 | 4.52 | NA | … | … | 2.50 | 5.05 | 7.75 | 5.35 | -13.37 | 10.69 | -4.24 | 12.57 | -17.60 | 10.73 | 6.75 | -9.31 | 12.20 | 31.83 | 15.09 | 5.97 | 12.10 |
| Sharpe Ratio | NA | 0.11 | 0.27 | -0.12 | 0.02 | NA | NA | … | … | 0.88 | 0.12 | 0.07 | 0.08 | -0.64 | 0.54 | -0.12 | 0.66 | -0.98 | 0.87 | 0.43 | -0.53 | 1.06 | 2.88 | 1.22 | 0.26 | 3.71 |
| Standard Deviation(%) | NA | 18.91 | 16.07 | 18.33 | 20.25 | NA | NA | … | … | 11.88 | 19.22 | 16.14 | 13.06 | 23.08 | 19.67 | 37.69 | 16.96 | 19.39 | 11.62 | 15.22 | 17.73 | 11.52 | 11.04 | 12.44 | 22.51 | 11.66 |
| Draw Down(%) | NA | 11.69 | 22.53 | 28.12 | 46.44 | NA | NA | … | … | 5.91 | 13.35 | 17.21 | 10.61 | 17.83 | 15.93 | 38.27 | 11.43 | 27.81 | 8.80 | 11.34 | 13.56 | 8.07 | 5.09 | 8.97 | 17.96 | 3.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.00 | 1.70 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.49 | 7.15 | 6.22 | 2.45 | 0.00 |
Data as of 03/16/2026, 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 |
|---|---|---|---|---|
| LBISX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS IS) |
-10.66%
Mar 2017 – Mar 2020 |
-6.13%
Mar 2015 – Mar 2020 |
0.15%
Apr 2015 – Apr 2025 |
4.46%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBISX (LEGG MASON BW DIVERSIFIED LARGE CAP VALUE FUND CLASS IS) |
22.73%
Sep 2011 – Sep 2014 |
13.76%
Nov 2010 – Nov 2015 |
7.95%
Sep 2011 – Sep 2021 |
5.65%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart