Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFVCX (CLEARBRIDGE ALL CAP VALUE FUND CLASS C) | NA | 20.55% | 7.15% | 10.30% | 6.78% | 8.62% | 6.30% | … | … |
Data as of 08/23/2024, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFVCX (CLEARBRIDGE ALL CAP VALUE FUND CLASS C) | 12/23/1993 | 08/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.00 | 20.55 | 7.15 | 10.30 | 6.78 | 8.62 | 6.30 | … | … | 13.45 | 13.26 | -8.37 | 25.43 | -1.77 | 21.96 | -15.47 | 16.40 | 17.04 | -6.25 | 7.22 | 29.55 | 13.73 | -7.44 | 15.39 | 28.98 | -37.93 | -0.21 | 16.24 | 3.17 | 6.60 | 37.95 | -27.13 | -6.98 | 15.28 | 30.50 | 15.09 | 20.63 | 18.80 | 21.81 | -12.82 | -1.83 |
| Sharpe Ratio | NA | 1.29 | 0.25 | 0.38 | 0.30 | NA | NA | … | … | 1.39 | 0.63 | -0.43 | 1.52 | -0.05 | 1.62 | -1.08 | 1.85 | 0.99 | -0.39 | 0.61 | 2.58 | 0.98 | -0.28 | 0.73 | 0.93 | -0.96 | -0.20 | 1.22 | 0.10 | 0.45 | 2.04 | -1.09 | -0.44 | 0.57 | 1.46 | 0.64 | 1.21 | 1.73 | 2.42 | -1.11 | NA |
| Standard Deviation(%) | NA | 13.01 | 17.63 | 22.87 | 19.15 | NA | NA | … | … | 12.89 | 14.45 | 22.97 | 16.72 | 38.12 | 12.68 | 15.65 | 8.56 | 17.06 | 16.01 | 11.74 | 11.44 | 14.03 | 26.57 | 20.96 | 31.22 | 40.46 | 15.88 | 10.68 | 9.73 | 12.51 | 18.26 | 25.94 | 21.55 | 19.55 | 18.67 | 18.38 | 14.07 | 8.78 | 7.42 | 14.24 | NA |
| Draw Down(%) | NA | 8.82 | 20.60 | 42.13 | 44.01 | NA | NA | … | … | 7.72 | 12.45 | 20.60 | 7.93 | 41.98 | 8.22 | 25.09 | 4.20 | 15.15 | 15.60 | 9.41 | 6.54 | 12.22 | 27.33 | 19.74 | 28.59 | 48.51 | 11.74 | 10.14 | 8.23 | 12.20 | 16.16 | 39.99 | 28.79 | 8.94 | 10.04 | 20.38 | 9.85 | 8.50 | 5.49 | 17.93 | NA |
| Yield(%) | 8.00 | 14.00 | 10.03 | 8.57 | 7.86 | 9.50 | 6.83 | … | … | 8.92 | 5.37 | 7.05 | 14.53 | 4.11 | 0.03 | 10.94 | 16.18 | 18.46 | 6.18 | 10.66 | 12.26 | 3.17 | 0.14 | 1.11 | 0.17 | 0.81 | 6.40 | 6.27 | 6.92 | 0.00 | 0.00 | 0.00 | 0.35 | 8.88 | 7.46 | 7.01 | 11.56 | 5.90 | 1.82 | 1.04 | 0.22 |
Data as of 08/23/2024, Common starting date is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFVCX (CLEARBRIDGE ALL CAP VALUE FUND CLASS C) |
-17.07%
Feb 2006 – Feb 2009 |
-9.16%
Feb 2004 – Feb 2009 |
-1.47%
Aug 2000 – Aug 2010 |
2.06%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFVCX (CLEARBRIDGE ALL CAP VALUE FUND CLASS C) |
25.82%
Mar 1997 – Mar 2000 |
22.44%
Mar 1995 – Mar 2000 |
12.55%
Feb 2009 – Feb 2019 |
10.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart