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
LCPCX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS C) NA -5.41% 10.81% -5.36% 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
LCPCX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS C) 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 (%) 0.00 -5.41 10.81 -5.36 NA NA NA 13.63 -21.00 -4.96 37.86 -40.09 11.72 4.49
Sharpe Ratio NA -0.33 0.56 -0.25 NA NA NA 7.68 -1.07 -0.38 1.16 -1.38 0.76 4.41
Standard Deviation(%) NA 20.84 20.25 23.89 NA NA NA 19.45 20.88 14.89 32.42 28.99 15.39 8.14
Draw Down(%) NA 27.74 31.32 59.49 NA NA NA 3.47 28.69 16.15 25.76 48.64 17.75 3.28
Yield(%) 0.00 0.10 0.27 0.46 0.25 0.16 0.12 0.00 0.09 0.00 0.58 0.14 1.77 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
LCPCX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS C) -12.17%
Mar 2015 – Mar 2018
-7.06%
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
LCPCX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS C) 9.28%
Jan 2016 – Jan 2019
-4.55%
Jan 2014 – Jan 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return