Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LIORX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS R) | 9.82% | 26.06% | 18.02% | 8.33% | 7.44% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LIORX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS R) | 02/03/2014 | 06/05/2026 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.62 | 26.06 | 18.02 | 8.33 | 7.44 | NA | NA | … | … | 9.82 | 38.20 | 2.12 | 12.52 | -9.92 | 15.46 | 0.31 | 13.43 | -22.68 | 22.91 | 3.05 | -3.84 | -6.84 |
| Sharpe Ratio | NA | 1.67 | 1.02 | 0.39 | 0.32 | NA | NA | … | … | 1.50 | 2.04 | -0.12 | 0.65 | -0.47 | 0.97 | 0.00 | 0.86 | -1.72 | 2.56 | 0.15 | -0.25 | -0.65 |
| Standard Deviation(%) | NA | 16.65 | 15.78 | 17.68 | 19.09 | NA | NA | … | … | 21.15 | 17.35 | 13.00 | 13.73 | 24.16 | 15.96 | 35.71 | 13.94 | 14.06 | 8.72 | 19.41 | 15.62 | 11.47 |
| Draw Down(%) | NA | 13.03 | 16.00 | 29.34 | 54.01 | NA | NA | … | … | 13.03 | 16.00 | 10.72 | 11.31 | 28.68 | 11.32 | 43.17 | 16.41 | 31.40 | 3.32 | 14.93 | 16.98 | 16.41 |
| Yield(%) | 0.00 | 4.35 | 3.66 | 3.33 | 2.87 | 1.80 | 1.35 | … | … | 0.00 | 5.26 | 1.60 | 4.22 | 5.74 | 2.65 | 0.80 | 3.20 | 0.37 | 1.29 | 1.73 | 1.55 | 0.80 |
Data as of 06/05/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIORX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS R) |
-13.12%
Mar 2017 – Mar 2020 |
-7.53%
Mar 2015 – Mar 2020 |
1.26%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LIORX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS R) |
21.82%
Sep 2022 – Sep 2025 |
15.17%
Oct 2020 – Oct 2025 |
8.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart