Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLSUX (ClearBridge Sustainability Leaders Fund) | 10.00% | 20.27% | 14.52% | 7.72% | 13.80% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLSUX (ClearBridge Sustainability Leaders Fund) | 11/03/2015 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.44 | 20.27 | 14.52 | 7.72 | 13.80 | NA | NA | … | … | 10.00 | 10.06 | 13.93 | 16.22 | -21.19 | 24.19 | 35.42 | 37.39 | -2.77 | 20.99 | 5.62 | -3.20 |
| Sharpe Ratio | NA | 1.54 | 0.80 | 0.29 | 0.67 | NA | NA | … | … | 1.75 | 0.40 | 0.80 | 0.91 | -0.89 | 1.71 | 1.05 | 2.84 | -0.25 | 2.80 | 0.39 | -1.20 |
| Standard Deviation(%) | NA | 12.01 | 14.68 | 17.33 | 18.20 | NA | NA | … | … | 13.74 | 18.00 | 12.82 | 13.91 | 25.58 | 14.12 | 33.36 | 12.66 | 16.93 | 7.29 | 13.90 | 15.53 |
| Draw Down(%) | NA | 8.77 | 19.73 | 27.43 | 31.76 | NA | NA | … | … | 8.77 | 19.23 | 8.46 | 13.54 | 27.21 | 6.12 | 31.76 | 5.74 | 18.66 | 3.09 | 11.73 | 5.06 |
| Yield(%) | 0.00 | 4.75 | 4.24 | 2.71 | 4.29 | 2.80 | 2.10 | … | … | 0.00 | 4.80 | 6.20 | 0.45 | 0.12 | 1.41 | 5.11 | 0.49 | 0.25 | 0.74 | 0.39 | 1.22 |
Data as of 06/03/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSUX (ClearBridge Sustainability Leaders Fund) |
1.43%
Dec 2021 – Dec 2024 |
5.64%
Mar 2021 – Mar 2026 |
12.37%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLSUX (ClearBridge Sustainability Leaders Fund) |
32.20%
Dec 2018 – Dec 2021 |
22.57%
Oct 2016 – Oct 2021 |
13.80%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart