Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMLSX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS IS) | 8.33% | 19.89% | 13.94% | 8.13% | 10.49% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMLSX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS IS) | 03/15/2013 | 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 19.89 | 13.94 | 8.13 | 10.49 | NA | NA | … | … | 8.33 | 10.67 | 8.59 | 15.11 | -6.34 | 25.93 | 6.04 | 28.70 | -8.69 | 14.52 | 12.76 | -2.65 | 10.39 | 18.82 |
| Sharpe Ratio | NA | 1.69 | 0.90 | 0.39 | 0.53 | NA | NA | … | … | 1.60 | 0.51 | 0.47 | 0.95 | -0.39 | 1.89 | 0.16 | 2.42 | -0.66 | 1.88 | 0.90 | -0.17 | 0.93 | 2.09 |
| Standard Deviation(%) | NA | 10.14 | 12.40 | 14.50 | 16.93 | NA | NA | … | … | 10.79 | 15.47 | 10.55 | 12.20 | 20.13 | 13.74 | 35.01 | 11.26 | 15.26 | 7.40 | 13.90 | 15.31 | 11.14 | 11.53 |
| Draw Down(%) | NA | 7.11 | 16.68 | 19.75 | 35.50 | NA | NA | … | … | 7.11 | 14.61 | 8.00 | 8.04 | 19.75 | 6.20 | 35.50 | 5.97 | 19.41 | 4.05 | 10.96 | 12.20 | 8.74 | 4.49 |
| Yield(%) | 0.00 | 11.49 | 9.48 | 6.65 | 7.77 | 7.01 | 5.26 | … | … | 0.00 | 11.85 | 11.38 | 3.59 | 1.46 | 6.25 | 7.89 | 7.95 | 6.99 | 3.16 | 2.21 | 3.65 | 0.57 | 0.59 |
Data as of 06/04/2026, Common starting date is 03/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMLSX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS IS) |
-0.54%
Mar 2017 – Mar 2020 |
2.44%
Mar 2015 – Mar 2020 |
8.27%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMLSX (CLEARBRIDGE LARGE CAP VALUE FUND CLASS IS) |
19.79%
Dec 2018 – Dec 2021 |
15.64%
Mar 2020 – Mar 2025 |
11.52%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart