Nasdaq - Delayed Quote • USD
ClearBridge Large Cap Value I (SAIFX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.52% |
| 5y Average Return | 10.52% |
| Number of Years Up | 47 |
| Number of Years Down | 18 |
| Best 1Y Total Return (Apr 26, 2024) | 32.17% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 32.17% |
| Worst 3Y Total Return | 5.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SAIFX
Category
- YTD
- 7.08%
- 17.52%
- 1-Month
- 4.43%
- -0.87%
- 3-Month
- 7.08%
- 5.51%
- 1-Year
- 22.83%
- 42.88%
- 3-Year
- 9.91%
- 11.93%
- 5-Year
- 11.99%
- 12.07%
- 10-Year
- 9.58%
- 10.95%
- Last Bull Market
- 40.95%
- 23.18%
- Last Bear Market
- -12.74%
- -17.87%
Annual Total Return (%) History
Year
SAIFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.08% | -- | -- | -- |
| 2023 | 0.30% | 5.43% | -1.54% | 10.50% |
| 2022 | -1.55% | -12.74% | -4.67% | 14.28% |
| 2021 | 9.39% | 7.54% | -0.61% | 7.73% |
| 2020 | -23.94% | 15.10% | 6.65% | 13.50% |
| 2019 | 12.41% | 5.36% | 1.00% | 7.54% |
| 2018 | -3.05% | 1.39% | 5.00% | -11.57% |
| 2017 | 4.07% | 2.67% | 2.27% | 4.72% |
| 2016 | 1.46% | 1.72% | 2.20% | 7.25% |
| 2015 | -0.36% | 0.89% | -7.63% | 4.78% |
| 2014 | 1.93% | 4.92% | -0.03% | 4.56% |
| 2013 | 10.65% | 4.18% | 3.90% | 10.35% |
| 2012 | 11.25% | -1.48% | 5.58% | 0.74% |
| 2011 | 7.58% | 1.28% | -15.35% | 13.62% |
| 2010 | 3.98% | -12.15% | 9.93% | 9.12% |
| 2009 | -11.98% | 16.08% | 15.19% | 5.39% |
| 2008 | -10.43% | -2.92% | -6.97% | -19.93% |
| 2007 | 0.82% | 5.96% | 0.21% | -3.08% |
| 2006 | 5.01% | -0.13% | 4.83% | 7.31% |
| 2005 | -1.97% | 1.88% | 4.20% | 2.34% |
| 2004 | 2.83% | 0.70% | -1.75% | 8.95% |
| 2003 | -4.42% | 19.87% | 1.68% | 13.33% |
| 2002 | 0.82% | -12.92% | -20.16% | 11.89% |
| 2001 | -3.21% | 2.65% | -12.76% | 10.56% |
| 2000 | 4.75% | 4.25% | 4.06% | 1.41% |
| 1999 | 1.50% | 13.58% | -10.17% | 7.89% |
| 1998 | 11.93% | 0.29% | -12.43% | 17.44% |
| 1997 | 0.85% | 14.09% | 8.63% | 1.19% |
| 1996 | 8.48% | 3.62% | 6.01% | 9.43% |
| 1995 | 8.62% | 7.52% | 8.14% | 7.33% |
| 1994 | -2.51% | -1.63% | 5.19% | -2.12% |
| 1993 | 5.02% | 2.84% | 3.41% | 3.14% |
| 1992 | -2.80% | 0.30% | 3.33% | 6.63% |
| 1991 | 11.97% | -0.67% | 6.20% | 9.46% |
| 1990 | -2.18% | 3.70% | -14.05% | 7.25% |
| 1989 | 5.12% | 6.89% | 7.32% | 1.04% |
| 1988 | 6.03% | 6.34% | 0.79% | 2.84% |
| 1987 | 20.43% | 2.65% | 6.05% | -23.18% |
| 1986 | 12.40% | 6.41% | -8.02% | 3.97% |
| 1985 | 7.09% | 5.46% | -2.93% | 15.78% |
| 1984 | -5.49% | -2.66% | 7.59% | 0.91% |
| 1983 | 11.89% | 11.04% | 0.48% | -0.40% |
| 1982 | -5.43% | 1.14% | 14.35% | 19.05% |
| 1981 | 4.20% | -0.65% | -9.71% | 6.92% |
| 1980 | -6.24% | 12.31% | 12.49% | 8.23% |
| 1979 | 10.27% | 5.25% | 8.03% | 3.14% |
| 1978 | -5.39% | 12.51% | 9.23% | -4.08% |
| 1977 | -9.00% | 6.12% | -1.14% | 0.97% |
| 1976 | 11.88% | 1.66% | 1.16% | 1.50% |
| 1975 | 14.77% | 13.79% | -13.27% | 4.14% |
| 1974 | -9.50% | -9.06% | -25.43% | 14.47% |
| 1973 | -12.82% | -7.41% | 8.00% | -6.07% |
| 1972 | 3.83% | 8.14% | -- | -- |
| 1971 | 12.43% | 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% |
| 1967 | 8.62% | 2.75% | 7.23% | 0.68% |
| 1966 | -3.70% | -3.77% | -9.67% | 10.33% |
| 1965 | -0.21% | -2.68% | 6.91% | 5.28% |
| 1964 | 4.02% | 0.49% | 2.31% | -0.21% |
| 1963 | 3.55% | 3.11% | 2.86% | 2.78% |
| 1962 | -7.72% | -25.04% | 2.35% | 11.09% |
| 1961 | 8.99% | 2.63% | 1.94% | 4.69% |
| 1960 | -11.27% | 1.29% | -6.67% | 9.78% |
| 1959 | 1.00% | 4.17% | -4.01% | 6.37% |
| 1958 | 3.53% | 8.57% | -- | -- |
Rank in Category (By Total Return)
| YTD | 80 |
| 1-Month | 71 |
| 3-Month | 80 |
| 1-Year | 37 |
| 3-Year | 34 |
| 5-Year | 31 |
Load Adjusted Returns
| 1-Year | 22.83% |
| 3-Year | 9.91% |
| 5-Year | 11.99% |
| 10-Year | 9.58% |
Performance & Risk
| YTD Return | 3.52% |
| 5y Average Return | 10.52% |
| Rank in Category (ytd) | 80 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.85 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Franklin Templeton Investments |
| Net Assets | 3.08B |
| YTD Return | 7.08% |
| Yield | 1.29% |
| Morningstar Rating | |
| Inception Date | Jan 03, 1995 |
Fund Summary
The fund normally invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, of companies with large market capitalizations.
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