Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBSX (CLEARBRIDGE SELECT FUND CLASS FI) | 4.54% | 12.75% | 14.39% | 3.92% | 16.38% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBSX (CLEARBRIDGE SELECT FUND CLASS FI) | 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 (%) | 1.01 | 12.75 | 14.39 | 3.92 | 16.38 | NA | NA | … | … | 4.54 | 8.72 | 21.08 | 23.81 | -33.25 | 15.82 | 58.31 | 33.11 | 10.18 | 38.55 | 3.83 | -4.27 | 13.30 | 44.21 | 1.81 |
| Sharpe Ratio | NA | 0.77 | 0.66 | 0.06 | 0.68 | NA | NA | … | … | 0.48 | 0.28 | 0.89 | 1.21 | -1.05 | 0.76 | 1.58 | 2.05 | 0.45 | 3.35 | 0.19 | -0.26 | 0.76 | 2.90 | 2.56 |
| Standard Deviation(%) | NA | 14.60 | 17.86 | 21.75 | 21.98 | NA | NA | … | … | 16.97 | 21.32 | 16.36 | 16.33 | 33.03 | 20.68 | 36.48 | 15.47 | 19.88 | 11.36 | 19.24 | 16.49 | 17.50 | 15.26 | 11.15 |
| Draw Down(%) | NA | 14.40 | 23.76 | 43.61 | 43.61 | NA | NA | … | … | 13.12 | 22.60 | 9.06 | 14.96 | 39.47 | 14.63 | 36.23 | 8.86 | 22.46 | 6.07 | 23.25 | 16.18 | 17.42 | 6.14 | 1.97 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.71 | 1.90 | 2.69 | 2.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 3.98 | 0.00 | 0.00 | 1.41 | 2.88 | 1.19 | 4.86 | 3.54 | 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 |
|---|---|---|---|---|
| LCBSX (CLEARBRIDGE SELECT FUND CLASS FI) |
-4.00%
Apr 2021 – Apr 2024 |
2.17%
Mar 2021 – Mar 2026 |
12.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBSX (CLEARBRIDGE SELECT FUND CLASS FI) |
36.14%
Dec 2018 – Dec 2021 |
33.63%
Feb 2016 – Feb 2021 |
17.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart