Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCLAX (ClearBridge Select Fund Cl A) | 4.02% | 12.54% | 14.23% | 4.08% | 16.43% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/25/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCLAX (ClearBridge Select Fund Cl A) | 09/25/2013 | 06/03/2026 |
| 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 (%) | 1.60 | 12.54 | 14.23 | 4.08 | 16.43 | NA | NA | … | … | 4.02 | 8.75 | 21.13 | 23.82 | -33.29 | 15.92 | 58.29 | 33.03 | 10.17 | 38.69 | 3.83 | -4.21 | 13.31 | 8.49 |
| Sharpe Ratio | NA | 0.77 | 0.66 | 0.06 | 0.68 | NA | NA | … | … | 0.48 | 0.28 | 0.89 | 1.21 | -1.05 | 0.77 | 1.59 | 2.04 | 0.45 | 3.37 | 0.19 | -0.26 | 0.76 | 2.39 |
| Standard Deviation(%) | NA | 14.63 | 17.87 | 21.77 | 21.98 | NA | NA | … | … | 16.97 | 21.33 | 16.37 | 16.35 | 33.05 | 20.68 | 36.42 | 15.50 | 19.89 | 11.35 | 19.25 | 16.50 | 17.51 | 15.01 |
| Draw Down(%) | NA | 14.36 | 23.75 | 43.64 | 43.64 | NA | NA | … | … | 13.08 | 22.60 | 9.07 | 14.95 | 39.50 | 14.63 | 36.25 | 8.85 | 22.48 | 6.07 | 23.31 | 16.18 | 17.36 | 4.88 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.72 | 1.92 | 2.16 | 1.62 | … | … | 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 | 3.81 |
Data as of 06/03/2026, Common starting date is 09/25/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCLAX (ClearBridge Select Fund Cl A) |
-3.99%
Apr 2021 – Apr 2024 |
2.20%
Mar 2021 – Mar 2026 |
12.64%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCLAX (ClearBridge Select Fund Cl A) |
36.15%
Dec 2018 – Dec 2021 |
33.63%
Feb 2016 – Feb 2021 |
17.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart