Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SINAX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS A) | 2.65% | 5.46% | 10.69% | 9.63% | 7.20% | 9.92% | 7.21% | 8.69% |
Data as of 07/11/2025, AR inception is 04/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SINAX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS A) | 04/27/1995 | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 5.46 | 10.69 | 9.63 | 7.20 | 9.92 | 7.21 | 8.69 | 2.65 | -2.09 | 12.71 | -6.70 | 20.60 | -0.82 | 28.26 | -9.02 | 14.13 | 12.80 | -3.00 | 11.45 | 31.70 | 16.24 | 4.42 | 9.43 | 23.74 | -35.50 | 3.45 | 17.64 | 6.23 | 10.50 | 31.59 | -20.90 | -4.37 | 14.86 | 11.66 | 17.91 | 26.11 | 26.05 | 12.61 |
| Sharpe Ratio | NA | 0.14 | 0.50 | 0.48 | 0.33 | NA | NA | 0.39 | 0.11 | -0.62 | 0.70 | -0.40 | 1.40 | -0.03 | 2.38 | -0.68 | 1.83 | 0.90 | -0.20 | 1.02 | 2.97 | 1.32 | 0.19 | 0.54 | 0.90 | -0.95 | 0.03 | 1.57 | 0.41 | 0.90 | 1.79 | -0.82 | -0.34 | 0.58 | 0.56 | 0.79 | 1.52 | 2.12 | 1.15 |
| Standard Deviation(%) | NA | 16.22 | 14.70 | 15.78 | 17.62 | NA | NA | 18.07 | 19.32 | 13.90 | 12.25 | 20.10 | 14.73 | 35.63 | 11.26 | 15.27 | 7.40 | 13.93 | 15.27 | 11.15 | 10.68 | 12.38 | 22.88 | 17.45 | 26.33 | 38.09 | 15.27 | 9.21 | 9.95 | 10.57 | 17.22 | 26.90 | 19.73 | 18.66 | 15.19 | 18.57 | 14.77 | 10.56 | 13.38 |
| Draw Down(%) | NA | 16.78 | 16.78 | 21.33 | 35.49 | NA | NA | 53.84 | 14.64 | 16.25 | 8.11 | 19.91 | 7.42 | 35.49 | 5.99 | 19.71 | 4.10 | 10.98 | 12.27 | 8.34 | 4.52 | 9.55 | 19.25 | 15.27 | 26.32 | 45.71 | 9.59 | 7.62 | 7.29 | 9.79 | 15.92 | 36.75 | 24.58 | 8.42 | 15.60 | 22.51 | 10.06 | 6.44 | 10.24 |
| Yield(%) | 0.00 | 10.26 | 5.24 | 4.07 | 4.39 | 6.34 | 4.89 | 8.16 | 0.29 | 11.03 | 1.30 | 1.08 | 1.03 | 1.25 | 7.55 | 6.64 | 2.78 | 2.26 | 3.29 | 1.58 | 1.50 | 1.78 | 1.65 | 1.73 | 2.40 | 3.29 | 5.68 | 10.50 | 6.78 | 2.66 | 1.47 | 1.84 | 2.77 | 16.08 | 17.54 | 12.69 | 13.90 | 11.80 | 1.67 |
Data as of 07/11/2025, AR inception is 04/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINAX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS A) |
-14.61%
Feb 2006 - Feb 2009 |
-6.55%
Feb 2004 - Feb 2009 |
-0.07%
Feb 1999 - Feb 2009 |
4.37%
Jan 2001 - Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINAX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS A) |
25.84%
Jul 1996 - Jul 1999 |
21.38%
Feb 2009 - Feb 2014 |
14.12%
Feb 2009 - Feb 2019 |
12.08%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart