Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBFIX (CLEARBRIDGE SELECT FUND CLASS I) | 4.69% | 13.10% | 14.72% | 4.20% | 16.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBFIX (CLEARBRIDGE SELECT FUND CLASS I) | 12/04/2012 | 06/04/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 13.10 | 14.72 | 4.20 | 16.70 | NA | NA | … | … | 4.69 | 9.04 | 21.41 | 24.13 | -33.14 | 16.34 | 58.71 | 33.47 | 10.48 | 38.94 | 4.18 | -3.91 | 13.60 | 45.26 | 1.81 |
| Sharpe Ratio | NA | 0.80 | 0.68 | 0.07 | 0.70 | NA | NA | … | … | 0.50 | 0.29 | 0.91 | 1.23 | -1.05 | 0.79 | 1.60 | 2.07 | 0.46 | 3.39 | 0.21 | -0.24 | 0.78 | 2.96 | 2.57 |
| Standard Deviation(%) | NA | 14.59 | 17.87 | 21.77 | 21.99 | NA | NA | … | … | 16.96 | 21.33 | 16.36 | 16.35 | 33.05 | 20.63 | 36.47 | 15.47 | 19.90 | 11.35 | 19.21 | 16.54 | 17.52 | 15.27 | 11.08 |
| Draw Down(%) | NA | 14.28 | 23.70 | 43.52 | 43.52 | NA | NA | … | … | 13.06 | 22.59 | 9.03 | 14.90 | 39.39 | 14.50 | 36.20 | 8.84 | 22.39 | 6.10 | 23.29 | 16.09 | 17.33 | 6.03 | 1.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.69 | 1.87 | 2.68 | 2.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 3.86 | 0.00 | 0.00 | 1.38 | 2.83 | 1.17 | 4.80 | 3.51 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFIX (CLEARBRIDGE SELECT FUND CLASS I) |
-3.76%
Apr 2021 – Apr 2024 |
2.44%
Mar 2021 – Mar 2026 |
12.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBFIX (CLEARBRIDGE SELECT FUND CLASS I) |
36.54%
Dec 2018 – Dec 2021 |
34.00%
Feb 2016 – Feb 2021 |
17.60%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart