Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBEX (ClearBridge Equity Income Fd IS) | 5.93% | 15.52% | 15.34% | 10.39% | 12.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/12/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBEX (ClearBridge Equity Income Fd IS) | 04/12/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 15.52 | 15.34 | 10.39 | 12.46 | NA | NA | … | … | 5.93 | 12.66 | 17.19 | 14.51 | -8.08 | 26.77 | 8.04 | 31.34 | -4.78 | 19.61 | 15.13 | -4.29 | 13.21 | 11.79 |
| Sharpe Ratio | NA | 1.47 | 1.13 | 0.59 | 0.68 | NA | NA | … | … | 1.22 | 0.72 | 1.39 | 0.96 | -0.48 | 2.26 | 0.23 | 2.76 | -0.42 | 3.33 | 1.34 | -0.31 | 1.39 | 1.78 |
| Standard Deviation(%) | NA | 9.22 | 11.28 | 13.63 | 16.09 | NA | NA | … | … | 10.17 | 13.69 | 9.76 | 11.41 | 19.98 | 11.85 | 34.19 | 10.82 | 14.91 | 5.72 | 11.13 | 13.91 | 9.50 | 9.37 |
| Draw Down(%) | NA | 8.01 | 11.85 | 19.09 | 34.69 | NA | NA | … | … | 8.01 | 11.62 | 5.21 | 8.62 | 19.09 | 4.33 | 34.69 | 4.86 | 15.82 | 1.56 | 6.63 | 13.49 | 6.17 | 5.48 |
| Yield(%) | 0.00 | 12.49 | 11.07 | 9.12 | 10.00 | 8.62 | 6.47 | … | … | 0.00 | 13.25 | 10.10 | 9.63 | 5.06 | 11.59 | 2.14 | 9.07 | 6.05 | 8.14 | 3.37 | 1.74 | 2.12 | 1.33 |
Data as of 06/04/2026, Common starting date is 04/12/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBEX (ClearBridge Equity Income Fd IS) |
3.77%
Mar 2017 – Mar 2020 |
5.41%
Mar 2015 – Mar 2020 |
9.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBEX (ClearBridge Equity Income Fd IS) |
21.62%
Dec 2018 – Dec 2021 |
16.96%
Mar 2020 – Mar 2025 |
13.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart