Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCILX (Clearbridge Sustainability Fund Class IS) | 10.87% | 21.38% | 15.23% | 8.09% | 14.25% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCILX (Clearbridge Sustainability Fund Class IS) | 04/01/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 21.38 | 15.23 | 8.09 | 14.25 | NA | NA | … | … | 10.87 | 10.49 | 14.36 | 16.68 | -20.85 | 24.76 | 35.82 | 37.85 | -2.39 | 21.54 | 6.06 | -0.68 |
| Sharpe Ratio | NA | 1.59 | 0.84 | 0.32 | 0.69 | NA | NA | … | … | 1.78 | 0.43 | 0.85 | 0.94 | -0.88 | 1.75 | 1.06 | 2.86 | -0.22 | 2.87 | 0.39 | -0.06 |
| Standard Deviation(%) | NA | 11.94 | 14.62 | 17.29 | 18.22 | NA | NA | … | … | 13.76 | 17.92 | 12.70 | 13.91 | 25.55 | 14.12 | 33.36 | 12.73 | 16.89 | 7.31 | 15.11 | 15.23 |
| Draw Down(%) | NA | 8.74 | 19.63 | 27.19 | 31.70 | NA | NA | … | … | 8.74 | 19.17 | 8.41 | 13.43 | 26.97 | 6.08 | 31.70 | 5.75 | 18.60 | 3.08 | 11.27 | 10.63 |
| Yield(%) | 0.00 | 5.09 | 4.63 | 3.02 | 4.89 | 3.29 | 2.46 | … | … | 0.00 | 5.15 | 6.55 | 0.87 | 0.33 | 1.77 | 5.40 | 0.83 | 0.54 | 0.88 | 0.86 | 1.23 |
Data as of 06/04/2026, Common starting date is 04/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCILX (Clearbridge Sustainability Fund Class IS) |
1.84%
Dec 2021 – Dec 2024 |
6.07%
Mar 2021 – Mar 2026 |
11.74%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCILX (Clearbridge Sustainability Fund Class IS) |
32.68%
Dec 2018 – Dec 2021 |
23.05%
Oct 2016 – Oct 2021 |
14.25%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart