Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCISX (Clearbridge Sustainability Fund Class I) | 10.82% | 21.27% | 15.10% | 7.99% | 14.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCISX (Clearbridge Sustainability Fund Class I) | 04/02/2015 | 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 | 21.27 | 15.10 | 7.99 | 14.18 | NA | NA | … | … | 10.82 | 10.40 | 14.24 | 16.57 | -20.95 | 24.74 | 35.77 | 37.78 | -2.41 | 21.48 | 6.04 | -0.96 |
| Sharpe Ratio | NA | 1.58 | 0.83 | 0.31 | 0.69 | NA | NA | … | … | 1.77 | 0.42 | 0.83 | 0.94 | -0.88 | 1.75 | 1.06 | 2.86 | -0.22 | 2.85 | 0.42 | -0.09 |
| Standard Deviation(%) | NA | 11.96 | 14.62 | 17.28 | 18.17 | NA | NA | … | … | 13.77 | 17.90 | 12.72 | 13.91 | 25.51 | 14.10 | 33.32 | 12.71 | 16.92 | 7.34 | 13.92 | 15.26 |
| Draw Down(%) | NA | 8.76 | 19.66 | 27.25 | 31.69 | NA | NA | … | … | 8.76 | 19.18 | 8.43 | 13.46 | 27.02 | 6.09 | 31.69 | 5.76 | 18.63 | 3.08 | 11.69 | 10.63 |
| Yield(%) | 0.00 | 4.99 | 4.51 | 2.93 | 4.76 | 3.20 | 2.40 | … | … | 0.00 | 5.05 | 6.44 | 0.72 | 0.27 | 1.75 | 5.37 | 0.79 | 0.53 | 0.89 | 0.83 | 1.24 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCISX (Clearbridge Sustainability Fund Class I) |
1.72%
Dec 2021 – Dec 2024 |
5.98%
Mar 2021 – Mar 2026 |
11.67%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCISX (Clearbridge Sustainability Fund Class I) |
32.64%
Dec 2018 – Dec 2021 |
23.01%
Oct 2016 – Oct 2021 |
14.17%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart