Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SBLYX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I) | 3.56% | 10.53% | 22.69% | 12.30% | 13.55% | 15.31% | 11.07% | 10.43% |
Data as of 07/11/2025, AR inception is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBLYX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I) | 12/30/1997 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 10.53 | 22.69 | 12.30 | 13.55 | 15.31 | 11.07 | 10.43 | 3.56 | 22.72 | 31.19 | -37.54 | 9.88 | 24.31 | 32.09 | -0.15 | 25.45 | 7.20 | 9.48 | 13.62 | 38.01 | 20.72 | -1.05 | 9.44 | 41.87 | -36.98 | 5.04 | 4.68 | 5.52 | 0.63 | 47.30 | -25.28 | -12.51 | -8.56 | 30.52 | 55.32 | -0.02 |
| Sharpe Ratio | NA | 0.32 | 0.93 | 0.45 | 0.59 | NA | NA | 0.41 | 0.14 | 0.98 | 1.54 | -1.21 | 0.53 | 0.70 | 2.22 | -0.08 | 3.34 | 0.52 | 0.61 | 1.06 | 3.17 | 1.47 | -0.04 | 0.52 | 1.63 | -1.01 | 0.13 | 0.12 | 0.28 | -0.02 | 2.35 | -0.89 | -0.57 | -0.48 | 1.22 | 2.01 | NA |
| Standard Deviation(%) | NA | 22.91 | 20.81 | 21.79 | 20.68 | NA | NA | 21.26 | 27.27 | 16.45 | 17.66 | 32.14 | 18.43 | 34.25 | 13.85 | 19.12 | 7.46 | 13.43 | 15.53 | 12.89 | 11.98 | 14.15 | 23.99 | 17.93 | 25.64 | 37.53 | 16.15 | 12.09 | 11.96 | 15.41 | 19.87 | 29.58 | 26.21 | 26.18 | 22.42 | 25.91 | 0.00 |
| Draw Down(%) | NA | 20.93 | 20.93 | 38.13 | 38.13 | NA | NA | 52.14 | 20.93 | 9.23 | 11.58 | 38.81 | 12.65 | 30.17 | 8.59 | 19.89 | 2.31 | 11.36 | 11.97 | 8.11 | 5.34 | 10.24 | 18.11 | 18.29 | 17.54 | 48.22 | 9.78 | 14.61 | 8.95 | 18.69 | 13.02 | 35.32 | 32.67 | 21.34 | 12.15 | 26.33 | 0.02 |
| Yield(%) | 0.00 | 4.59 | 8.58 | 7.19 | 8.26 | 12.16 | 8.79 | 11.61 | 0.00 | 5.58 | 13.64 | 5.01 | 12.11 | 0.09 | 6.02 | 3.71 | 5.03 | 2.28 | 3.15 | 6.45 | 9.76 | 7.39 | 13.66 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 |
Data as of 07/11/2025, AR inception is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLYX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I) |
-17.38%
Mar 2000 - Mar 2003 |
-8.11%
Feb 2004 - Feb 2009 |
-2.97%
Feb 1999 - Feb 2009 |
3.96%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBLYX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I) |
26.07%
Dec 2018 - Dec 2021 |
23.36%
Feb 2009 - Feb 2014 |
18.81%
Sep 2011 - Sep 2021 |
16.74%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart