Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LCPAX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS A) NA -9.56% 9.78% -5.71% NA NA NA
Data as of 02/21/2019, Common starting date is 11/07/2013
More Performance Analytics Comparison
Name Start Date End Date
LCPAX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS A) 11/07/2013 02/21/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -5.13 -9.56 9.78 -5.71 NA NA NA 13.56 -20.80 -4.20 38.82 -39.59 11.79 4.48
Sharpe Ratio NA -0.29 0.61 -0.22 NA NA NA 7.78 -1.07 -0.33 1.18 -1.37 0.76 4.40
Standard Deviation(%) NA 20.64 20.13 23.86 NA NA NA 19.03 20.74 14.82 32.44 29.02 15.39 8.15
Draw Down(%) NA 27.40 30.06 59.10 NA NA NA 3.34 28.60 15.65 25.83 48.47 17.60 3.37
Yield(%) 0.00 1.16 1.06 0.95 0.52 0.34 0.26 0.00 1.09 0.16 1.07 0.75 2.33 0.00
Data as of 02/21/2019, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCPAX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS A) -11.46%
Mar 2015 – Mar 2018
-6.43%
Dec 2013 – Dec 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCPAX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS A) 10.22%
Jan 2016 – Jan 2019
-3.86%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return