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ClearBridge International Value Fund (SBIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.63-0.03 (-0.28%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.01%
5-Year Average Return5.34%
Number of Years Up25
Number of Years Down12
Best 1 Yr Total Return (Jun 27, 2024)30.78%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return30.78%
Worst 3-Yr Total Return-3.94%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSBIEXCategory
YTD7.34%11.56%
1-Month3.98%-2.20%
3-Month6.61%4.11%
1-Year17.40%35.63%
3-Year1.96%5.74%
5-Year7.74%8.25%
10-Year1.83%4.29%
Last Bull Market16.60%13.65%
Last Bear Market-12.61%-23.43%

Annual Total Return (%) History

Year
SBIEXCategory
2024
N/AN/A
2023
12.73%N/A
2022
-9.72%N/A
2021
15.53%N/A
2020
0.60%0.88%
2019
13.72%17.80%
2018
-22.52%-15.44%
2017
23.24%22.08%
2016
3.30%3.34%
2015
-3.68%-3.10%
2014
-9.87%-6.32%
2013
23.62%20.81%
2012
23.16%16.21%
2011
-11.96%-12.77%
2010
11.27%7.48%
2009
30.78%30.33%
2008
-43.11%-42.41%
2007
5.56%9.01%
2006
24.75%25.98%
2005
12.01%13.19%
2004
18.48%21.99%
2003
25.44%39.07%
2002
-21.85%-12.37%
2001
-30.44%-15.98%
2000
-30.77%-6.76%
1999
60.30%30.02%
1998
11.74%6.98%
1997
1.91%7.03%
1996
13.60%13.85%
1995
2.64%10.70%
1994
-8.90%0.61%
1993
52.78%38.00%
1992
0.49%-2.77%
1991
37.84%14.09%
1990
-11.89%-9.95%
1989
31.87%26.18%
1988
8.21%25.79%
1987
-4.85%9.59%
1986
N/A43.29%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.19%N/AN/AN/A
20236.89%2.28%-2.71%5.99%
2022-5.00%-12.61%-9.90%20.69%
202110.29%3.75%-2.29%3.33%
2020-34.37%17.30%5.09%24.34%
20197.97%-0.10%-5.03%11.01%
2018-1.78%-5.77%-0.55%-15.82%
20177.83%5.92%5.23%2.54%
2016-3.25%-2.93%9.26%0.66%
20153.57%0.19%-10.14%3.29%
20141.69%1.83%-7.37%-6.04%
20131.63%0.21%11.30%9.06%
201212.37%-8.78%10.65%8.58%
20113.32%0.55%-18.28%3.70%
20107.91%-14.55%10.35%9.35%
2009-13.31%24.34%18.52%2.37%
2008-10.72%-2.34%-17.40%-21.02%
20071.58%4.88%0.06%-0.98%
20069.61%-1.36%4.30%10.64%
2005-1.39%-0.15%9.16%4.21%
20045.59%-2.07%0.71%13.77%
2003-8.27%14.52%6.82%11.79%
2002-1.26%-8.47%-19.11%6.90%
2001-20.95%-2.29%-20.95%13.93%
2000-1.25%-17.96%-4.05%-10.95%
19994.62%1.60%5.50%42.95%
199816.50%2.61%-17.61%13.46%
19970.98%9.19%2.85%-10.14%
19967.32%3.33%-0.11%2.56%
1995-5.77%8.45%3.39%-2.86%
1994-6.95%-0.80%7.41%-8.12%
19935.91%5.73%14.46%19.19%
19926.50%-2.75%-6.59%3.86%
199110.80%6.18%10.86%5.69%
1990-2.82%10.12%-20.94%4.15%
19894.01%3.90%14.41%6.66%
19887.24%-0.23%-3.95%5.29%
198714.91%4.89%12.70%-29.96%
19867.50%5.10%7.35%N/A

Rank In Category (By Total Return)

YTD50
1-Month77
3-Month59
1-Year74
3-Year78
5-Year54

Load Adjusted Returns

1-Year10.94%
3-Year0.06%
5-Year6.53%
10-Year1.26%