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ClearBridge International Value I (SBIYX)

10.06
-0.76
(-7.02%)
At close: April 4 at 8:02:11 PM EDT

Fund Summary

The fund invests primarily in equity securities of foreign companies. Under normal circumstances, it invests at least 80% of its net assets in a diversified portfolio of equity securities of foreign companies. The fund may invest in equity securities of small, medium and large capitalization issuers.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 23.92%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 6

Performance & Risk

YTD Return 7.45%
5y Average Return 16.28%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SBIYXCategory AverageSBIYXCategory AverageSBIYXCategory Average
Alpha 2.43 -0.04 3.34 -0.03 -1.32 -0.01
BETA 1.08 0.01 1.16 0.01 1.18 0.01
Mean Annual Return 0.68 0.01 1.36 0.01 0.45 0
R-squared 88.9 0.92 86.43 0.91 88.44 0.9
Standard Deviation 18.49 0.2 19.24 0.17 18.87 0.16
Sharpe Ratio 0.2 0 0.7 0 0.18 0
Treynor Ratio 1.96 0.04 11 0.07 1.44 0.04

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