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
LCPIX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS I) NA -4.31% 12.11% -4.55% NA NA NA
Data as of 02/21/2019, Common starting date is 09/04/2013
More Performance Analytics Comparison
Name Start Date End Date
LCPIX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS I) 09/04/2013 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 -4.31 12.11 -4.55 NA NA NA 13.78 -20.69 -4.05 39.45 -39.45 11.19 11.46
Sharpe Ratio NA -0.28 0.63 -0.21 NA NA NA 7.91 -1.06 -0.32 1.21 -1.37 0.73 3.76
Standard Deviation(%) NA 20.69 20.11 23.79 NA NA NA 19.18 20.80 14.77 32.36 28.85 15.35 10.51
Draw Down(%) NA 27.38 29.75 58.97 NA NA NA 3.36 28.56 15.45 25.77 48.30 17.62 3.37
Yield(%) 0.00 1.44 1.40 1.15 0.72 0.48 0.36 0.00 1.35 0.33 1.34 1.07 2.46 0.63
Data as of 02/21/2019, Common starting date is 09/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LCPIX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS I) -11.20%
Mar 2015 – Mar 2018
-6.33%
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
LCPIX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS I) 10.54%
Jan 2016 – Jan 2019
-3.31%
Oct 2013 – Oct 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return