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
LCPSX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS IS) NA -11.06% 9.40% -5.93% 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
LCPSX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS IS) 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 (%) -7.11 -11.06 9.40 -5.93 NA NA NA 13.80 -20.70 -4.01 39.53 -39.41 11.13 11.48
Sharpe Ratio NA -0.27 0.62 -0.21 NA NA NA 7.91 -1.05 -0.31 1.20 -1.37 0.72 3.80
Standard Deviation(%) NA 20.92 20.29 23.92 NA NA NA 19.23 21.03 14.87 32.54 28.89 15.42 10.41
Draw Down(%) NA 27.37 29.69 58.89 NA NA NA 3.36 28.57 15.42 25.66 48.33 17.61 3.37
Yield(%) 0.00 1.51 1.46 1.20 0.75 0.50 0.38 0.00 1.41 0.38 1.35 1.11 2.59 0.64
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
LCPSX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS IS) -11.18%
Mar 2015 – Mar 2018
-6.30%
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
LCPSX (CLEARBRIDGE ENERGY MLP & INFRASTRUCTURE FUND CLASS IS) 10.61%
Jan 2016 – Jan 2019
-3.27%
Oct 2013 – Oct 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return