LMVTX vs. GOBSX
Compare and contrast key facts about ClearBridge Value Trust (LMVTX) and BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX).
LMVTX is managed by Legg Mason. It was launched on Apr 16, 1982. GOBSX is managed by Legg Mason. It was launched on Oct 31, 2006.
Performance
LMVTX vs. GOBSX - Performance Comparison
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LMVTX vs. GOBSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMVTX ClearBridge Value Trust | -1.35% | 9.80% | 14.22% | 18.80% | -7.00% | 26.93% | 10.63% | 26.25% | -13.50% | 13.76% |
GOBSX BrandywineGLOBAL - Global Opportunities Bond Fund | -2.02% | 13.59% | -9.38% | 7.42% | -15.66% | -5.27% | 12.66% | 9.21% | -5.59% | 11.51% |
Returns By Period
In the year-to-date period, LMVTX achieves a -1.35% return, which is significantly higher than GOBSX's -2.02% return. Over the past 10 years, LMVTX has outperformed GOBSX with an annualized return of 10.41%, while GOBSX has yielded a comparatively lower 0.82% annualized return.
LMVTX
- 1D
- -0.35%
- 1M
- -7.82%
- YTD
- -1.35%
- 6M
- 1.62%
- 1Y
- 9.40%
- 3Y*
- 12.96%
- 5Y*
- 8.25%
- 10Y*
- 10.41%
GOBSX
- 1D
- -0.23%
- 1M
- -5.00%
- YTD
- -2.02%
- 6M
- -1.82%
- 1Y
- 6.24%
- 3Y*
- 1.45%
- 5Y*
- -2.06%
- 10Y*
- 0.82%
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LMVTX vs. GOBSX - Expense Ratio Comparison
LMVTX has a 1.74% expense ratio, which is higher than GOBSX's 0.56% expense ratio.
Return for Risk
LMVTX vs. GOBSX — Risk / Return Rank
LMVTX
GOBSX
LMVTX vs. GOBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Value Trust (LMVTX) and BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LMVTX | GOBSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.87 | -0.28 |
Sortino ratioReturn per unit of downside risk | 0.90 | 1.33 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.16 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.65 | 1.32 | -0.68 |
Martin ratioReturn relative to average drawdown | 2.70 | 4.06 | -1.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LMVTX | GOBSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.87 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | -0.22 | +0.69 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.10 | +0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.42 | +0.14 |
Correlation
The correlation between LMVTX and GOBSX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LMVTX vs. GOBSX - Dividend Comparison
LMVTX's dividend yield for the trailing twelve months is around 10.48%, more than GOBSX's 2.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMVTX ClearBridge Value Trust | 10.48% | 10.33% | 10.32% | 12.03% | 7.85% | 18.06% | 5.41% | 0.00% | 1.34% | 0.00% | 0.10% | 0.00% |
GOBSX BrandywineGLOBAL - Global Opportunities Bond Fund | 2.76% | 4.28% | 3.80% | 0.09% | 6.70% | 2.30% | 0.31% | 1.56% | 3.15% | 3.68% | 1.87% | 2.61% |
Drawdowns
LMVTX vs. GOBSX - Drawdown Comparison
The maximum LMVTX drawdown since its inception was -72.54%, which is greater than GOBSX's maximum drawdown of -29.04%. Use the drawdown chart below to compare losses from any high point for LMVTX and GOBSX.
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Drawdown Indicators
| LMVTX | GOBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.54% | -29.04% | -43.50% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -5.10% | -7.90% |
Max Drawdown (5Y)Largest decline over 5 years | -20.79% | -29.04% | +8.25% |
Max Drawdown (10Y)Largest decline over 10 years | -40.47% | -29.04% | -11.43% |
Current DrawdownCurrent decline from peak | -7.87% | -13.78% | +5.91% |
Average DrawdownAverage peak-to-trough decline | -12.01% | -6.67% | -5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 1.66% | +1.45% |
Volatility
LMVTX vs. GOBSX - Volatility Comparison
ClearBridge Value Trust (LMVTX) has a higher volatility of 4.22% compared to BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX) at 2.97%. This indicates that LMVTX's price experiences larger fluctuations and is considered to be riskier than GOBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMVTX | GOBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.22% | 2.97% | +1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 4.42% | +4.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.17% | 7.23% | +9.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 9.20% | +8.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 8.49% | +10.73% |