Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LCOAX (CLEARBRIDGE INTERNATIONAL SMALL CAP FUND CLASS A) | NA | -214,803.29% | nan% | nan% | nan% | NA | NA | nan% |
Data as of 01/18/2023, AR inception is 10/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCOAX (CLEARBRIDGE INTERNATIONAL SMALL CAP FUND CLASS A) | 10/05/2010 | 01/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -251,766.67 | -214,803.29 | nan | nan | nan | NA | NA | nan | 0.17 | -14.77 | 13.98 | 5.51 | 15.57 | -22.77 | 32.27 | -1.33 | 5.72 | -6.87 | 31.03 | 28.15 | -14.48 | 6.77 |
| Sharpe Ratio | NA | -0.73 | 0.01 | -0.18 | 0.22 | NA | NA | 0.28 | 0.74 | -0.72 | 0.95 | 0.18 | 1.25 | -1.80 | 4.40 | -0.10 | 0.44 | -0.71 | 3.00 | 2.23 | -0.70 | 2.52 |
| Standard Deviation(%) | NA | 22.21 | 23.07 | 19.52 | 16.00 | NA | NA | 16.11 | 0.99 | 22.46 | 14.77 | 29.61 | 11.34 | 13.38 | 7.22 | 15.17 | 13.03 | 9.73 | 10.33 | 12.70 | 20.63 | 12.29 |
| Draw Down(%) | NA | 30.56 | 39.74 | 49.59 | 49.59 | NA | NA | 49.59 | 0.08 | 32.36 | 10.26 | 40.10 | 13.75 | 30.39 | 3.43 | 12.95 | 13.61 | 16.72 | 7.88 | 11.02 | 23.87 | 5.56 |
| Yield(%) | 0.00 | 2.40 | 3.20 | 4.47 | 4.92 | 4.25 | 3.18 | 5.31 | 100.04 | 2.38 | 4.37 | 2.26 | 2.05 | 15.39 | 3.78 | 1.94 | 1.13 | 4.53 | 3.01 | 5.89 | 3.75 | 0.00 |
Data as of 01/18/2023, AR inception is 10/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCOAX (CLEARBRIDGE INTERNATIONAL SMALL CAP FUND CLASS A) |
-9.52%
Mar 2017 - Mar 2020 |
-4.68%
Mar 2015 - Mar 2020 |
3.00%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCOAX (CLEARBRIDGE INTERNATIONAL SMALL CAP FUND CLASS A) |
19.68%
May 2012 - May 2015 |
12.28%
May 2012 - May 2017 |
8.76%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart