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ClearBridge Large Cap Value I (SAIFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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42.00-0.10 (-0.24%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.79%
5-year average return10.37%
Number of years up47
Number of years down18
Best 1-yr total return (25 June 2024)32.17%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return32.17%
Worst 3-yr total return5.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAIFXCategory
YTD4.44%4.44%
1-month2.20%-4.04%
3-month1.85%4.09%
1-year21.57%14.37%
3-year6.18%6.04%
5-year11.62%9.20%
10-year9.08%8.57%
Last bull market19.50%22.97%
Last bear market-12.74%-11.27%

Annual total return (%) history

Year
SAIFXCategory
2024
N/AN/A
2023
15.05%11.63%
2022
-6.40%-5.90%
2021
25.96%26.22%
2020
5.96%2.91%
2019
28.64%25.04%
2018
-8.74%-8.53%
2017
14.44%15.94%
2016
13.13%14.81%
2015
-2.71%-4.05%
2014
11.79%10.21%
2013
32.17%31.21%
2012
16.57%14.57%
2011
4.79%-0.75%
2010
9.57%13.66%
2009
24.04%24.13%
2008
-35.23%-37.09%
2007
3.75%1.42%
2006
17.98%18.15%
2005
6.51%5.95%
2004
10.83%12.97%
2003
32.01%28.44%
2002
-21.57%-18.69%
2001
-4.17%-4.99%
2000
15.24%7.87%
1999
11.73%6.72%
1998
15.44%12.00%
1997
26.47%26.61%
1996
30.40%20.08%
1995
35.56%32.39%
1994
-1.26%-0.70%
1993
15.19%N/A
1992
7.42%N/A
1991
29.29%N/A
1990
-6.49%N/A
1989
21.84%N/A
1988
16.87%N/A
1987
0.71%N/A
1986
14.38%N/A
1985
26.93%N/A
1984
-0.12%N/A
1983
24.34%N/A
1982
30.21%N/A
1981
-0.05%N/A
1980
28.21%N/A
1979
29.31%N/A
1978
11.54%N/A
1977
-3.61%N/A
1976
16.79%N/A
1975
17.95%N/A
1974
-29.75%N/A
1973
-18.11%N/A
1972
17.80%N/A
1971
20.59%N/A
1970
-14.57%N/A
1969
-9.60%N/A
1968
0.90%N/A
1967
20.49%N/A
1966
-7.64%N/A
1965
9.32%N/A
1964
6.73%N/A
1963
12.87%N/A
1962
-21.35%N/A
1961
19.36%N/A
1960
-7.92%N/A
1959
7.43%N/A
1958
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20230.30%5.43%-1.54%10.50%
2022-1.55%-12.74%-4.67%14.28%
20219.39%7.54%-0.61%7.73%
2020-23.94%15.10%6.65%13.50%
201912.41%5.36%1.00%7.54%
2018-3.05%1.39%5.00%-11.57%
20174.07%2.67%2.27%4.72%
20161.46%1.72%2.20%7.25%
2015-0.36%0.89%-7.63%4.78%
20141.93%4.92%-0.03%4.56%
201310.65%4.18%3.90%10.35%
201211.25%-1.48%5.58%0.74%
20117.58%1.28%-15.35%13.62%
20103.98%-12.15%9.93%9.12%
2009-11.98%16.08%15.19%5.39%
2008-10.43%-2.92%-6.97%-19.93%
20070.82%5.96%0.21%-3.08%
20065.01%-0.13%4.83%7.31%
2005-1.97%1.88%4.20%2.34%
20042.83%0.70%-1.75%8.95%
2003-4.42%19.87%1.68%13.33%
20020.82%-12.92%-20.16%11.89%
2001-3.21%2.65%-12.76%10.56%
20004.75%4.25%4.06%1.41%
19991.50%13.58%-10.17%7.89%
199811.93%0.29%-12.43%17.44%
19970.85%14.09%8.63%1.19%
19968.48%3.62%6.01%9.43%
19958.62%7.52%8.14%7.33%
1994-2.51%-1.63%5.19%-2.12%
19935.02%2.84%3.41%3.14%
1992-2.80%0.30%3.33%6.63%
199111.97%-0.67%6.20%9.46%
1990-2.18%3.70%-14.05%7.25%
19895.12%6.89%7.32%1.04%
19886.03%6.34%0.79%2.84%
198720.43%2.65%6.05%-23.18%
198612.40%6.41%-8.02%3.97%
19857.09%5.46%-2.93%15.78%
1984-5.49%-2.66%7.59%0.91%
198311.89%11.04%0.48%-0.40%
1982-5.43%1.14%14.35%19.05%
19814.20%-0.65%-9.71%6.92%
1980-6.24%12.31%12.49%8.23%
197910.27%5.25%8.03%3.14%
1978-5.39%12.51%9.23%-4.08%
1977-9.00%6.12%-1.14%0.97%
197611.88%1.66%1.16%1.50%
197514.77%13.79%-13.27%4.14%
1974-9.50%-9.06%-25.43%14.47%
1973-12.82%-7.41%8.00%-6.07%
19723.83%8.14%N/AN/A
197112.43%3.92%0.19%3.02%
1970-9.57%-21.43%14.25%5.25%
1969-6.98%-2.52%-0.37%0.06%
1968-11.54%11.01%1.49%1.24%
19678.62%2.75%7.23%0.68%
1966-3.70%-3.77%-9.67%10.33%
1965-0.21%-2.68%6.91%5.28%
19644.02%0.49%2.31%-0.21%
19633.55%3.11%2.86%2.78%
1962-7.72%-25.04%2.35%11.09%
19618.99%2.63%1.94%4.69%
1960-11.27%1.29%-6.67%9.78%
19591.00%4.17%-4.01%6.37%
19583.53%8.57%N/AN/A

Rank in category (by total return)

YTD90
1-month83
3-month90
1-year58
3-year52
5-year46

Load adjusted returns

1-year21.57%
3-year6.18%
5-year11.62%
10-year9.08%