Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SINOX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS C) | 7.09% | 18.17% | 12.47% | 5.99% | 8.08% | 8.87% | 6.79% | … | … |
Data as of 06/05/2026, Common starting date is 04/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SINOX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS C) | 04/27/1995 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 18.17 | 12.47 | 5.99 | 8.08 | 8.87 | 6.79 | … | … | 7.09 | 9.42 | 7.45 | 13.90 | -7.49 | 19.50 | -1.81 | 27.38 | -9.70 | 13.25 | 11.93 | -3.69 | 10.51 | 30.71 | 15.39 | 3.64 | 8.61 | 22.84 | -35.93 | 2.71 | 16.66 | 5.20 | 9.53 | 30.54 | -22.46 | -5.15 | 14.08 | 10.93 | 14.74 | 23.67 | 14.17 | 11.97 |
| Sharpe Ratio | NA | 1.57 | 0.80 | 0.25 | 0.38 | NA | NA | … | … | 1.50 | 0.42 | 0.36 | 0.85 | -0.45 | 1.32 | -0.06 | 2.30 | -0.73 | 1.71 | 0.84 | -0.24 | 0.94 | 2.88 | 1.25 | 0.16 | 0.49 | 0.86 | -0.97 | -0.03 | 1.45 | 0.29 | 0.81 | 1.73 | -0.88 | -0.39 | 0.52 | 0.50 | 0.62 | 1.35 | 0.76 | 1.03 |
| Standard Deviation(%) | NA | 10.16 | 12.41 | 14.70 | 17.17 | NA | NA | … | … | 10.84 | 15.48 | 10.57 | 12.20 | 20.12 | 14.78 | 35.68 | 11.29 | 15.30 | 7.40 | 13.90 | 15.30 | 11.14 | 10.65 | 12.39 | 22.89 | 17.52 | 26.45 | 38.03 | 15.26 | 9.20 | 9.99 | 10.55 | 17.25 | 26.89 | 19.71 | 18.82 | 15.16 | 18.30 | 14.76 | 13.64 | 13.85 |
| Draw Down(%) | NA | 7.19 | 17.00 | 22.01 | 35.58 | NA | NA | … | … | 7.19 | 14.71 | 8.06 | 8.28 | 20.38 | 7.63 | 35.58 | 6.06 | 20.22 | 4.21 | 11.10 | 12.42 | 8.42 | 4.60 | 9.58 | 19.51 | 15.39 | 26.47 | 46.06 | 9.76 | 7.68 | 7.39 | 10.11 | 16.05 | 37.56 | 24.98 | 8.47 | 15.75 | 22.58 | 10.10 | 9.41 | 10.31 |
| Yield(%) | 0.00 | 11.06 | 8.72 | 5.00 | 5.29 | 6.01 | 4.80 | … | … | 0.00 | 11.09 | 10.72 | 2.60 | 0.37 | 0.14 | 0.60 | 6.80 | 6.10 | 2.05 | 1.52 | 2.65 | 0.76 | 0.78 | 1.02 | 0.89 | 1.12 | 1.70 | 2.82 | 5.03 | 9.77 | 5.94 | 1.82 | 0.59 | 0.22 | 2.14 | 15.58 | 17.33 | 9.92 | 12.17 | 0.53 | 1.03 |
Data as of 06/05/2026, Common starting date is 04/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINOX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS C) |
-15.24%
Feb 2006 – Feb 2009 |
-7.31%
Feb 2004 – Feb 2009 |
-0.97%
Feb 1999 – Feb 2009 |
3.47%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SINOX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS C) |
22.02%
Feb 2009 – Feb 2012 |
20.47%
Feb 2009 – Feb 2014 |
13.26%
Feb 2009 – Feb 2019 |
11.33%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart