Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBIEX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS A) | 9.90% | 26.27% | 18.23% | 8.53% | 7.67% | 5.80% | 4.41% | … | … |
Data as of 06/05/2026, Common starting date is 12/30/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBIEX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS A) | 12/30/1988 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.60 | 26.27 | 18.23 | 8.53 | 7.67 | 5.80 | 4.41 | … | … | 9.90 | 38.41 | 2.25 | 12.79 | -9.62 | 15.57 | 0.59 | 13.75 | -22.53 | 23.24 | 3.31 | -3.68 | -9.87 | 23.61 | 23.15 | -11.98 | 11.30 | 30.78 | -43.10 | 4.63 | 24.72 | 12.12 | 12.38 | 25.46 | -21.85 | -30.44 | -30.79 | 59.04 | 11.74 | 1.91 | 13.61 | 2.63 | -9.45 | 51.50 | 0.49 | 20.24 | -11.89 | 31.87 | 0.00 |
| Sharpe Ratio | NA | 1.39 | 0.94 | 0.34 | 0.32 | NA | NA | … | … | 1.04 | 2.05 | -0.11 | 0.67 | -0.46 | 0.98 | 0.01 | 0.88 | -1.71 | 2.59 | 0.16 | -0.24 | -0.83 | 1.87 | 1.34 | -0.51 | 0.59 | 1.10 | -1.21 | 0.09 | 1.40 | 0.96 | 0.81 | 1.83 | -1.35 | -1.48 | -1.62 | 3.70 | 0.42 | -0.14 | 1.39 | -0.16 | -1.27 | 5.75 | -0.23 | 0.80 | -1.16 | 2.65 | NA |
| Standard Deviation(%) | NA | 16.99 | 15.86 | 17.73 | 19.11 | NA | NA | … | … | 21.29 | 17.45 | 12.99 | 13.85 | 24.05 | 15.92 | 35.66 | 13.89 | 14.07 | 8.76 | 19.48 | 15.64 | 11.92 | 12.60 | 17.37 | 23.72 | 19.14 | 27.98 | 36.19 | 17.40 | 15.27 | 10.28 | 14.02 | 13.55 | 17.09 | 22.56 | 21.58 | 15.04 | 19.73 | 12.74 | 7.08 | 8.72 | 9.89 | 8.54 | 8.62 | 20.24 | 14.94 | 9.79 | 0.00 |
| Draw Down(%) | NA | 13.01 | 15.99 | 29.14 | 53.81 | NA | NA | … | … | 13.01 | 15.99 | 10.68 | 11.32 | 28.51 | 11.28 | 43.18 | 16.36 | 31.27 | 3.29 | 14.88 | 16.85 | 16.37 | 8.48 | 15.28 | 23.95 | 16.93 | 26.97 | 53.22 | 13.61 | 17.20 | 7.44 | 10.59 | 14.40 | 31.17 | 45.06 | 36.63 | 7.25 | 29.43 | 14.33 | 5.97 | 8.62 | 13.94 | 3.35 | 14.37 | 19.39 | 26.03 | 6.88 | 0.00 |
| Yield(%) | 0.00 | 4.43 | 3.84 | 3.44 | 3.07 | 2.58 | 3.37 | … | … | 0.00 | 5.37 | 1.95 | 4.32 | 5.95 | 2.51 | 0.98 | 3.37 | 1.11 | 1.45 | 1.56 | 1.59 | 0.80 | 1.17 | 1.87 | 1.06 | 1.44 | 1.54 | 0.92 | 29.62 | 9.82 | 18.75 | 1.86 | 0.91 | 0.00 | 0.00 | 13.36 | 8.86 | 0.00 | 0.00 | 0.08 | 1.09 | 0.65 | 0.00 | 0.16 | 0.74 | 0.00 | 0.96 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/30/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIEX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS A) |
-29.82%
Feb 2000 – Feb 2003 |
-12.04%
Mar 1998 – Mar 2003 |
-5.96%
Feb 2000 – Feb 2010 |
-2.45%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIEX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS A) |
24.44%
Jan 1991 – Jan 1994 |
20.00%
Feb 2009 – Feb 2014 |
12.45%
Feb 1990 – Feb 2000 |
7.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart