Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAIFX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS I) | 7.44% | 19.27% | 13.58% | 7.08% | 9.21% | 10.03% | 7.92% | … | … |
Data as of 06/05/2026, Common starting date is 01/15/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAIFX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS I) | 01/15/1980 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 19.27 | 13.58 | 7.08 | 9.21 | 10.03 | 7.92 | … | … | 7.44 | 10.57 | 8.54 | 15.07 | -6.55 | 20.90 | -0.62 | 28.68 | -8.78 | 14.44 | 13.14 | -2.69 | 11.80 | 32.18 | 16.58 | 4.78 | 9.76 | 24.05 | -35.21 | 3.73 | 18.00 | 6.22 | 10.85 | 32.01 | -21.58 | -4.15 | 15.13 | 11.89 | 15.54 | 26.30 | 26.17 | 24.17 | -11.02 | -1.25 | -3.49 | 20.88 | -9.49 | 10.98 | 8.85 | -12.67 | -10.10 | 16.32 | -15.38 | 15.34 | 16.88 | -11.06 | 19.56 |
| Sharpe Ratio | NA | 1.63 | 0.83 | 0.30 | 0.45 | NA | NA | … | … | 1.46 | 0.50 | 0.47 | 0.94 | -0.40 | 1.42 | -0.02 | 2.41 | -0.67 | 1.88 | 0.93 | -0.18 | 1.06 | 3.01 | 1.35 | 0.21 | 0.55 | 0.91 | -0.95 | 0.04 | 1.59 | 0.40 | 0.93 | 1.82 | -0.85 | -0.34 | 0.58 | 0.56 | 0.66 | 1.53 | 2.12 | 1.74 | -1.12 | -0.20 | -0.44 | 1.13 | -1.07 | 0.35 | 0.26 | -0.57 | -0.63 | 0.80 | -0.94 | 0.77 | 0.40 | -1.17 | 0.73 |
| Standard Deviation(%) | NA | 10.21 | 12.37 | 14.69 | 17.16 | NA | NA | … | … | 10.79 | 15.46 | 10.53 | 12.21 | 20.13 | 14.72 | 35.69 | 11.27 | 15.30 | 7.37 | 13.92 | 15.26 | 11.17 | 10.68 | 12.39 | 22.90 | 17.50 | 26.44 | 37.99 | 15.26 | 9.21 | 9.97 | 10.57 | 17.22 | 26.88 | 19.72 | 18.69 | 15.16 | 18.29 | 14.76 | 10.51 | 11.60 | 12.62 | 17.24 | 13.52 | 14.90 | 13.99 | 14.27 | 15.46 | 29.39 | 22.73 | 13.60 | 23.82 | 11.61 | 22.23 | 18.39 | 16.32 |
| Draw Down(%) | NA | 7.11 | 16.69 | 21.19 | 35.51 | NA | NA | … | … | 7.11 | 14.59 | 8.00 | 8.04 | 19.79 | 7.39 | 35.51 | 5.97 | 19.49 | 4.07 | 10.97 | 12.22 | 8.35 | 4.53 | 9.51 | 19.14 | 15.26 | 26.31 | 45.50 | 9.61 | 7.58 | 7.27 | 9.63 | 15.94 | 37.14 | 24.49 | 8.40 | 15.51 | 22.47 | 10.06 | 6.38 | 10.28 | 15.64 | 14.28 | 10.43 | 9.91 | 19.79 | 12.02 | 8.04 | 36.74 | 17.16 | 8.36 | 23.90 | 3.93 | 15.41 | 16.86 | 12.56 |
| Yield(%) | 0.00 | 11.49 | 9.43 | 5.78 | 6.39 | 7.61 | 6.05 | … | … | 0.00 | 11.79 | 11.33 | 3.56 | 1.24 | 1.30 | 1.51 | 7.89 | 6.95 | 3.09 | 2.56 | 3.60 | 1.93 | 1.85 | 2.13 | 2.00 | 2.05 | 2.69 | 3.58 | 5.97 | 10.85 | 6.76 | 2.96 | 1.78 | 1.07 | 3.03 | 16.45 | 17.93 | 10.51 | 13.95 | 11.97 | 2.13 | 1.74 | 2.02 | 2.40 | 3.16 | 3.24 | 4.09 | 3.44 | 2.90 | 2.71 | 3.12 | 2.88 | 3.37 | 4.61 | 3.88 | 3.46 |
Data as of 06/05/2026, Common starting date is 01/15/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIFX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS I) |
-14.32%
Feb 2006 – Feb 2009 |
-6.31%
Feb 2004 – Feb 2009 |
-0.27%
Dec 1983 – Dec 1993 |
1.71%
Dec 1980 – Dec 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIFX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS I) |
27.02%
Mar 1995 – Mar 1998 |
21.75%
Feb 2009 – Feb 2014 |
14.47%
Feb 2009 – Feb 2019 |
12.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart