Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBIYX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS I) | 13.39% | 30.87% | 19.82% | 9.61% | 8.36% | 6.40% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/09/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBIYX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS I) | 01/09/2007 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 30.87 | 19.82 | 9.61 | 8.36 | 6.40 | NA | … | … | 13.39 | 38.80 | 2.67 | 13.11 | -9.31 | 16.13 | 0.83 | 14.07 | -22.26 | 23.68 | 3.71 | -3.27 | -9.45 | 23.93 | 23.68 | -11.55 | 11.17 | 29.16 | -44.92 | -23.26 |
| Sharpe Ratio | NA | 1.71 | 1.05 | 0.42 | 0.36 | NA | NA | … | … | 1.53 | 2.08 | -0.07 | 0.69 | -0.45 | 1.02 | 0.02 | 0.90 | -1.70 | 2.67 | 0.18 | -0.21 | -0.79 | 1.90 | 1.37 | -0.49 | 0.58 | 1.04 | -1.27 | -0.69 |
| Standard Deviation(%) | NA | 16.65 | 15.80 | 17.65 | 19.08 | NA | NA | … | … | 21.19 | 17.33 | 13.01 | 13.85 | 24.00 | 15.87 | 35.70 | 14.02 | 13.99 | 8.68 | 19.46 | 15.54 | 11.92 | 12.57 | 17.34 | 23.80 | 19.16 | 28.03 | 36.14 | 38.72 |
| Draw Down(%) | NA | 12.93 | 15.93 | 28.74 | 53.48 | NA | NA | … | … | 12.93 | 15.93 | 10.60 | 11.30 | 28.29 | 11.11 | 43.16 | 16.25 | 31.06 | 3.25 | 14.80 | 16.79 | 16.13 | 8.40 | 15.26 | 23.74 | 17.28 | 26.92 | 53.80 | 33.11 |
| Yield(%) | 0.00 | 4.90 | 4.32 | 3.82 | 3.50 | 3.02 | 1.44 | … | … | 0.00 | 5.92 | 2.38 | 4.80 | 6.33 | 2.92 | 1.11 | 3.75 | 1.51 | 1.95 | 1.96 | 2.08 | 1.20 | 1.57 | 2.33 | 1.42 | 1.31 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/09/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIYX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS I) |
-22.52%
Jun 2007 – Jun 2010 |
-13.40%
May 2007 – May 2012 |
-2.54%
Feb 2007 – Feb 2017 |
-2.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBIYX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS I) |
22.40%
Sep 2022 – Sep 2025 |
20.00%
Feb 2009 – Feb 2014 |
8.98%
Feb 2016 – Feb 2026 |
7.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart