Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBOX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS 1) | 5.92% | 15.47% | 15.28% | 7.53% | 10.87% | 10.98% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBOX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS 1) | 05/03/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 15.47 | 15.28 | 7.53 | 10.87 | 10.98 | NA | … | … | 5.92 | 12.62 | 17.12 | 14.44 | -11.68 | 15.90 | 7.24 | 31.27 | -4.88 | 19.44 | 14.96 | -4.35 | 13.11 | 25.88 | 13.85 | -1.36 |
| Sharpe Ratio | NA | 1.47 | 1.12 | 0.36 | 0.56 | NA | NA | … | … | 1.22 | 0.71 | 1.38 | 0.95 | -0.65 | 1.02 | 0.20 | 2.76 | -0.42 | 3.28 | 1.33 | -0.32 | 1.38 | 2.82 | 1.36 | -0.10 |
| Standard Deviation(%) | NA | 9.23 | 11.29 | 14.41 | 16.43 | NA | NA | … | … | 10.18 | 13.70 | 9.75 | 11.42 | 20.18 | 15.57 | 34.19 | 10.80 | 14.93 | 5.74 | 11.11 | 13.88 | 9.50 | 9.17 | 10.20 | 21.49 |
| Draw Down(%) | NA | 8.03 | 11.88 | 25.27 | 34.69 | NA | NA | … | … | 8.03 | 11.63 | 5.22 | 8.68 | 20.00 | 10.67 | 34.69 | 4.85 | 15.88 | 1.54 | 6.68 | 13.48 | 6.23 | 5.43 | 6.52 | 14.78 |
| Yield(%) | 0.00 | 13.00 | 11.41 | 6.82 | 8.17 | 9.22 | 6.67 | … | … | 0.00 | 13.77 | 10.43 | 9.91 | 1.78 | 1.28 | 1.50 | 9.22 | 6.14 | 8.22 | 3.36 | 1.72 | 2.10 | 2.00 | 2.53 | 1.46 |
Data as of 06/04/2026, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBOX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS 1) |
2.18%
Sep 2019 – Sep 2022 |
5.32%
Mar 2015 – Mar 2020 |
8.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBOX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS 1) |
19.79%
Sep 2011 – Sep 2014 |
15.72%
Oct 2016 – Oct 2021 |
13.79%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart