Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCLIX (ClearBridge Large Cap Value Fd 1) | 8.31% | 19.80% | 13.87% | 8.05% | 10.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCLIX (ClearBridge Large Cap Value Fd 1) | 08/20/2013 | 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 (%) | 0.14 | 19.80 | 13.87 | 8.05 | 10.42 | NA | NA | … | … | 8.31 | 10.56 | 8.53 | 15.05 | -6.42 | 25.82 | 5.88 | 28.55 | -8.80 | 14.38 | 12.99 | -2.81 | 11.63 | 11.61 |
| Sharpe Ratio | NA | 1.69 | 0.89 | 0.39 | 0.52 | NA | NA | … | … | 1.59 | 0.50 | 0.47 | 0.94 | -0.39 | 1.88 | 0.16 | 2.40 | -0.67 | 1.86 | 0.92 | -0.19 | 1.04 | 3.45 |
| Standard Deviation(%) | NA | 10.13 | 12.40 | 14.50 | 16.93 | NA | NA | … | … | 10.80 | 15.48 | 10.54 | 12.21 | 20.11 | 13.74 | 34.99 | 11.26 | 15.27 | 7.41 | 13.91 | 15.29 | 11.13 | 10.17 |
| Draw Down(%) | NA | 7.11 | 16.71 | 19.81 | 35.50 | NA | NA | … | … | 7.11 | 14.62 | 8.01 | 8.06 | 19.81 | 6.22 | 35.50 | 5.96 | 19.52 | 4.09 | 10.99 | 12.23 | 8.34 | 4.20 |
| Yield(%) | 0.00 | 11.39 | 9.40 | 6.56 | 7.68 | 6.59 | 4.94 | … | … | 0.00 | 11.72 | 11.32 | 3.53 | 1.37 | 6.11 | 7.76 | 7.81 | 6.86 | 3.02 | 2.44 | 3.49 | 1.75 | 0.34 |
Data as of 06/04/2026, Common starting date is 08/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCLIX (ClearBridge Large Cap Value Fd 1) |
-0.67%
Mar 2017 – Mar 2020 |
2.38%
Mar 2015 – Mar 2020 |
8.19%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCLIX (ClearBridge Large Cap Value Fd 1) |
19.64%
Dec 2018 – Dec 2021 |
15.54%
Mar 2020 – Mar 2025 |
11.45%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart