Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SBINX (Legg Mason ClearBridge Large Cap Value B) NA -41.53% -10.53% -9.66% -1.70% NA NA
Data as of 06/12/2013, Common starting date is 11/12/1998
More Performance Analytics Comparison
Name Start Date End Date
SBINX (Legg Mason ClearBridge Large Cap Value B) 11/12/1998 06/12/2013
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -41.53 -10.53 -9.66 -1.70 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.49 1.38 1.46 3.60 4.59 3.44
Data as of 06/12/2013, Common starting date is 11/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBINX (Legg Mason ClearBridge Large Cap Value B) -15.36%
Feb 2006 – Feb 2009
-10.54%
May 2008 – May 2013
-1.24%
May 2003 – May 2013
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SBINX (Legg Mason ClearBridge Large Cap Value B) 22.47%
Feb 2009 – Feb 2012
15.76%
Sep 2002 – Sep 2007
7.52%
Feb 2003 – Feb 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return