Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LMMRX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R) | 5.82% | 14.91% | 14.61% | 6.86% | 10.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LMMRX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R) | 02/06/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 14.91 | 14.61 | 6.86 | 10.21 | NA | NA | … | … | 5.82 | 11.85 | 16.40 | 13.69 | -12.23 | 15.06 | 6.57 | 30.47 | -5.41 | 18.75 | 14.48 | -4.83 | 12.41 | 25.28 | 7.29 |
| Sharpe Ratio | NA | 1.40 | 1.06 | 0.31 | 0.52 | NA | NA | … | … | 1.19 | 0.66 | 1.31 | 0.88 | -0.68 | 0.96 | 0.18 | 2.69 | -0.46 | 3.17 | 1.29 | -0.35 | 1.30 | 2.75 | 0.78 |
| Standard Deviation(%) | NA | 9.22 | 11.31 | 14.44 | 16.45 | NA | NA | … | … | 10.20 | 13.72 | 9.77 | 11.45 | 20.20 | 15.60 | 34.20 | 10.79 | 14.97 | 5.73 | 11.08 | 13.91 | 9.51 | 9.19 | 10.42 |
| Draw Down(%) | NA | 8.10 | 12.06 | 25.73 | 34.71 | NA | NA | … | … | 8.10 | 11.71 | 5.27 | 8.81 | 20.41 | 10.74 | 34.71 | 4.88 | 16.01 | 1.61 | 6.65 | 13.65 | 6.29 | 5.49 | 6.92 |
| Yield(%) | 0.00 | 12.65 | 10.89 | 6.29 | 7.46 | 7.72 | 5.79 | … | … | 0.00 | 13.24 | 9.83 | 9.34 | 1.20 | 0.56 | 0.93 | 8.58 | 5.59 | 7.76 | 3.06 | 1.31 | 1.62 | 1.43 | 0.48 |
Data as of 06/04/2026, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMRX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R) |
1.53%
Sep 2019 – Sep 2022 |
4.75%
Mar 2015 – Mar 2020 |
7.51%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LMMRX (CLEARBRIDGE DIVIDEND STRATEGY FUND CLASS R) |
17.13%
Oct 2018 – Oct 2021 |
15.04%
Oct 2016 – Oct 2021 |
11.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart