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ClearBridge Large Cap Value I (SAIFX)

41.89 -0.09 (-0.21%)
At close: April 26 at 8:01 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.17%
Worst 1Y Total Return --
Number of Years Up 47
Number of Years Down 18

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

Risk Statistics

3 Years5 Years10 Years
SAIFXCategory AverageSAIFXCategory AverageSAIFXCategory Average
Alpha -0.24 -0.06 -1.67 -0.05 -2.28 -0.03
BETA 0.85 0.01 0.92 0.01 0.93 0.01
Mean Annual Return 0.9 0.01 1.08 0.01 0.86 0.01
R-squared 84.33 0.88 88.48 0.87 88.81 0.88
Standard Deviation 16.25 0.2 17.88 0.16 14.98 0.15
Sharpe Ratio 0.48 0.01 0.6 0.01 0.59 0.01
Treynor Ratio 8.17 0.11 10.73 0.11 8.69 0.1

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