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
CBA (ClearBridge American Energy MLP Fund Inc) NA 0.07% -6.07% -10.82% NA NA NA
Data as of 11/16/2018, Common starting date is 06/27/2013
More Performance Analytics Comparison
Name Start Date End Date
CBA (ClearBridge American Energy MLP Fund Inc) 06/27/2013 11/16/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013
Annualized Return (%) -4.80 0.07 -6.07 -10.82 NA NA NA -14.36 -1.09 24.33 -43.76 -4.33 -8.36
Sharpe Ratio NA -0.14 -0.20 -0.35 NA NA NA -0.68 -0.08 0.49 -1.14 -0.23 -0.77
Standard Deviation(%) NA 26.42 37.34 33.25 NA NA NA 25.42 21.66 48.96 38.39 19.04 20.49
Draw Down(%) NA 28.73 55.27 72.27 NA NA NA 28.73 26.19 43.75 57.17 20.68 21.07
Yield(%) 0.00 10.72 7.60 5.28 2.60 1.73 1.30 6.98 8.60 9.49 7.48 6.81 2.99
Data as of 11/16/2018, Common starting date is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBA (ClearBridge American Energy MLP Fund Inc) -18.17%
Jul 2013 – Jul 2016
-11.50%
Oct 2013 – Oct 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CBA (ClearBridge American Energy MLP Fund Inc) 3.42%
Sep 2015 – Sep 2018
-8.17%
Sep 2013 – Sep 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return