Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBLBX (LEGG MASON CLEARBRIDGE LARGE CAP GROWTH FUND CLASS B) | NA | 2.96% | 16.42% | 12.91% | 6.68% | 4.52% | NA | 7.24% |
Data as of 12/21/2015, AR inception is 09/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLBX (LEGG MASON CLEARBRIDGE LARGE CAP GROWTH FUND CLASS B) | 09/05/1997 | 12/21/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 2.96 | 16.42 | 12.91 | 6.68 | 4.52 | NA | 7.24 | 4.17 | 4.06 | 23.50 | 10.31 | -17.86 | 11.56 | 40.30 | -37.65 | 3.89 | 3.52 | 4.35 | -0.48 | 45.63 | -26.15 | -13.46 | -9.58 | 29.07 | 53.65 | 4.70 |
| Sharpe Ratio | NA | 0.22 | 0.63 | 0.19 | 0.07 | NA | NA | 0.15 | 0.27 | 0.28 | 1.49 | 0.63 | -0.63 | 0.64 | 1.57 | -1.02 | 0.05 | 0.02 | 0.18 | -0.09 | 2.25 | -0.92 | -0.61 | -0.52 | 1.15 | 1.94 | 0.47 |
| Standard Deviation(%) | NA | 15.57 | 15.75 | 19.77 | 22.13 | NA | NA | 22.26 | 15.70 | 14.68 | 15.74 | 16.41 | 28.39 | 18.04 | 25.65 | 37.52 | 16.12 | 12.08 | 11.95 | 15.35 | 19.95 | 29.63 | 26.20 | 26.16 | 22.41 | 25.94 | 25.50 |
| Draw Down(%) | NA | 12.09 | 12.09 | 25.72 | 52.55 | NA | NA | 56.56 | 12.09 | 11.48 | 10.56 | 10.56 | 25.72 | 15.98 | 17.66 | 48.71 | 9.91 | 15.10 | 9.22 | 19.17 | 13.11 | 35.90 | 33.12 | 22.01 | 12.70 | 26.52 | 11.17 |
| Yield(%) | 0.00 | 0.00 | 7.19 | 8.44 | 4.39 | 2.97 | 4.05 | 4.50 | 0.00 | 7.95 | 11.66 | 8.61 | 15.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 | 0.00 |
Data as of 12/21/2015, AR inception is 09/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLBX (LEGG MASON CLEARBRIDGE LARGE CAP GROWTH FUND CLASS B) |
-18.29%
Mar 2000 - Mar 2003 |
-9.12%
Feb 2004 - Feb 2009 |
-4.03%
Feb 1999 - Feb 2009 |
2.93%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLBX (LEGG MASON CLEARBRIDGE LARGE CAP GROWTH FUND CLASS B) |
27.33%
Oct 1997 - Oct 2000 |
22.52%
Feb 2009 - Feb 2014 |
8.20%
Apr 2005 - Apr 2015 |
5.86%
Aug 1998 - Aug 2013 |
Annualized Rolling Returns Comparison Chart