Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBFBX (Legg Mason Inv Counsel Fincl Svcs B) | NA | 22.66% | 8.21% | 0.47% | 4.83% | NA | NA | … | … |
Data as of 12/18/2012, Common starting date is 04/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBFBX (Legg Mason Inv Counsel Fincl Svcs B) | 04/26/2000 | 12/18/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.44 | 22.66 | 8.21 | 0.47 | 4.83 | NA | NA | … | … | 18.31 | -6.21 | 13.26 | 8.69 | -25.67 | -13.10 | 16.65 | 8.96 | 12.39 | 28.39 | -15.17 | -6.69 | 24.37 |
| Sharpe Ratio | NA | 1.66 | 0.44 | 0.01 | 0.19 | NA | NA | … | … | 1.56 | -0.26 | 0.76 | 0.33 | -0.76 | -0.95 | 1.10 | 0.59 | 0.98 | 1.62 | -0.60 | -0.43 | 1.30 |
| Standard Deviation(%) | NA | 12.52 | 18.65 | 24.34 | 19.95 | NA | NA | … | … | 12.25 | 24.21 | 17.30 | 26.15 | 34.79 | 16.97 | 12.15 | 11.45 | 11.64 | 17.13 | 27.17 | 21.40 | 25.84 |
| Draw Down(%) | NA | 7.60 | 24.39 | 45.35 | 53.61 | NA | NA | … | … | 7.60 | 24.39 | 14.54 | 25.25 | 37.29 | 17.91 | 12.68 | 9.07 | 9.93 | 14.83 | 31.21 | 22.07 | 12.59 |
| Yield(%) | 0.00 | 0.00 | 0.21 | 0.10 | 5.82 | 4.18 | 3.13 | … | … | 0.00 | 0.56 | 0.00 | 0.00 | 0.00 | 9.42 | 15.08 | 8.22 | 10.79 | 0.26 | 1.80 | 4.90 | 3.64 |
Data as of 12/18/2012, Common starting date is 04/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFBX (Legg Mason Inv Counsel Fincl Svcs B) |
-15.65%
Feb 2006 – Feb 2009 |
-6.45%
Sep 2006 – Sep 2011 |
0.70%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBFBX (Legg Mason Inv Counsel Fincl Svcs B) |
20.23%
Mar 2003 – Mar 2006 |
12.75%
Sep 2002 – Sep 2007 |
5.32%
Sep 2002 – Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart