Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCBVX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS R) | 8.13% | 19.16% | 13.10% | 7.30% | 9.69% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCBVX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS R) | 12/20/2013 | 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 (%) | 0.12 | 19.16 | 13.10 | 7.30 | 9.69 | NA | NA | … | … | 8.13 | 9.79 | 7.78 | 14.14 | -7.11 | 24.95 | 5.27 | 27.67 | -9.42 | 13.66 | 12.51 | -3.82 | 11.06 | 1.96 |
| Sharpe Ratio | NA | 1.62 | 0.83 | 0.34 | 0.48 | NA | NA | … | … | 1.55 | 0.45 | 0.39 | 0.87 | -0.43 | 1.81 | 0.14 | 2.32 | -0.71 | 1.76 | 0.88 | -0.25 | 0.99 | 33.71 |
| Standard Deviation(%) | NA | 10.14 | 12.40 | 14.49 | 16.94 | NA | NA | … | … | 10.84 | 15.46 | 10.54 | 12.21 | 20.10 | 13.74 | 35.02 | 11.27 | 15.30 | 7.41 | 13.91 | 15.27 | 11.16 | 3.73 |
| Draw Down(%) | NA | 7.17 | 16.90 | 20.20 | 35.55 | NA | NA | … | … | 7.17 | 14.68 | 8.03 | 8.25 | 20.20 | 6.26 | 35.55 | 6.01 | 20.03 | 4.15 | 11.06 | 12.52 | 8.37 | 0.04 |
| Yield(%) | 0.00 | 10.90 | 8.71 | 5.92 | 6.88 | 5.31 | 3.98 | … | … | 0.00 | 11.04 | 10.65 | 2.74 | 0.75 | 5.38 | 7.15 | 7.04 | 6.08 | 2.46 | 2.12 | 2.09 | 1.28 | 0.33 |
Data as of 06/04/2026, Common starting date is 12/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBVX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS R) |
-1.32%
Mar 2017 – Mar 2020 |
1.65%
Mar 2015 – Mar 2020 |
7.43%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCBVX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS R) |
18.86%
Dec 2018 – Dec 2021 |
14.72%
Mar 2020 – Mar 2025 |
10.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart