Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LBRIX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS FI) | 5.30% | 14.86% | 14.66% | 9.93% | 12.03% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LBRIX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS FI) | 05/20/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | 14.86 | 14.66 | 9.93 | 12.03 | NA | NA | … | … | 5.30 | 12.25 | 16.59 | 14.03 | -8.33 | 26.41 | 7.72 | 30.92 | -5.09 | 19.02 | 14.98 | -4.60 | 12.71 | 7.79 |
| Sharpe Ratio | NA | 1.44 | 1.08 | 0.56 | 0.65 | NA | NA | … | … | 1.20 | 0.69 | 1.33 | 0.92 | -0.49 | 2.23 | 0.22 | 2.72 | -0.43 | 3.23 | 1.33 | -0.33 | 1.34 | 1.39 |
| Standard Deviation(%) | NA | 9.23 | 11.29 | 13.63 | 16.11 | NA | NA | … | … | 10.17 | 13.71 | 9.76 | 11.44 | 19.98 | 11.84 | 34.25 | 10.81 | 14.96 | 5.72 | 11.07 | 13.90 | 9.50 | 9.25 |
| Draw Down(%) | NA | 8.06 | 11.99 | 19.26 | 34.72 | NA | NA | … | … | 8.06 | 11.69 | 5.21 | 8.81 | 19.26 | 4.33 | 34.72 | 4.86 | 15.89 | 1.58 | 6.64 | 13.54 | 6.21 | 5.49 |
| Yield(%) | 0.00 | 12.90 | 11.11 | 9.13 | 9.86 | 8.12 | 6.09 | … | … | 0.00 | 13.53 | 10.05 | 9.62 | 4.99 | 11.67 | 1.95 | 8.99 | 5.91 | 7.92 | 3.31 | 1.48 | 1.82 | 1.09 |
Data as of 06/05/2026, Common starting date is 05/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBRIX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS FI) |
3.40%
Mar 2017 – Mar 2020 |
5.08%
Mar 2015 – Mar 2020 |
9.35%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LBRIX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS FI) |
21.25%
Dec 2018 – Dec 2021 |
16.53%
Mar 2020 – Mar 2025 |
13.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart