Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LCSTX (Clearbridge Sustainability Fund Class FI) | 10.67% | 20.92% | 14.74% | 7.65% | 13.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LCSTX (Clearbridge Sustainability Fund Class FI) | 04/02/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 20.92 | 14.74 | 7.65 | 13.80 | NA | NA | … | … | 10.67 | 10.10 | 13.89 | 16.14 | -21.18 | 24.22 | 35.28 | 37.25 | -2.75 | 21.13 | 5.63 | -1.19 |
| Sharpe Ratio | NA | 1.55 | 0.81 | 0.29 | 0.67 | NA | NA | … | … | 1.74 | 0.40 | 0.81 | 0.91 | -0.89 | 1.71 | 1.05 | 2.82 | -0.25 | 2.80 | 0.39 | -0.11 |
| Standard Deviation(%) | NA | 11.95 | 14.63 | 17.30 | 18.18 | NA | NA | … | … | 13.79 | 17.94 | 12.72 | 13.85 | 25.57 | 14.11 | 33.35 | 12.68 | 16.91 | 7.35 | 13.83 | 15.17 |
| Draw Down(%) | NA | 8.80 | 19.78 | 27.44 | 31.73 | NA | NA | … | … | 8.80 | 19.24 | 8.44 | 13.56 | 27.21 | 6.13 | 31.73 | 5.79 | 18.66 | 3.18 | 11.79 | 10.64 |
| Yield(%) | 0.00 | 4.71 | 4.09 | 2.58 | 4.10 | 2.75 | 2.06 | … | … | 0.00 | 4.77 | 6.06 | 0.14 | 0.09 | 1.35 | 5.01 | 0.15 | 0.17 | 0.59 | 0.73 | 1.01 |
Data as of 06/04/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCSTX (Clearbridge Sustainability Fund Class FI) |
1.40%
Dec 2021 – Dec 2024 |
5.64%
Mar 2021 – Mar 2026 |
11.29%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LCSTX (Clearbridge Sustainability Fund Class FI) |
32.12%
Dec 2018 – Dec 2021 |
22.55%
Oct 2016 – Oct 2021 |
13.79%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart