Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SCVSX (Legg Mason P:Conv;B) NA 68.59% -1.47% 2.87% 5.41% NA NA
Data as of 02/02/2010, Common starting date is 06/20/1996
More Performance Analytics Comparison
Name Start Date End Date
SCVSX (Legg Mason P:Conv;B) 06/20/1996 02/02/2010
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 68.59 -1.47 2.87 5.41 NA NA 0.00 68.80 -42.06 1.51 10.51 2.17 6.42 38.22 -8.99 4.83 7.72 -2.75 -1.90 15.83 5.61
Sharpe Ratio NA 4.41 -0.15 0.07 0.27 NA NA 0.00 4.06 -1.74 -0.14 0.93 0.00 0.72 4.38 -0.83 0.21 0.28 -1.14 -0.69 -6.42 1.53
Standard Deviation(%) NA 15.53 18.69 15.28 13.30 NA NA NA 16.93 24.60 10.82 7.77 6.71 7.65 8.57 12.14 12.02 13.00 5.23 7.55 6.11 4.80
Draw Down(%) NA 11.65 51.59 51.59 51.59 NA NA 0.00 12.02 48.56 9.85 7.66 7.98 10.66 5.71 22.62 13.93 8.36 7.07 17.63 6.13 4.42
Yield(%) 0.00 5.54 5.31 6.46 6.05 5.42 4.07 0.00 5.91 3.64 10.32 6.05 10.03 3.85 4.86 4.33 4.27 4.15 3.77 6.42 12.02 4.56
Data as of 02/02/2010, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCVSX (Legg Mason P:Conv;B) -15.24%
Feb 2006 – Feb 2009
-8.08%
Feb 2004 – Feb 2009
-0.35%
Feb 1999 – Feb 2009
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCVSX (Legg Mason P:Conv;B) 18.23%
Sep 2002 – Sep 2005
14.07%
Sep 2002 – Sep 2007
6.75%
Apr 1997 – Apr 2007
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return