Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSITX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS IS) | 5.15% | 12.17% | 19.14% | 10.42% | 14.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSITX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS IS) | 03/19/2013 | 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 (%) | 0.32 | 12.17 | 19.14 | 10.42 | 14.82 | NA | NA | … | … | 5.15 | 8.85 | 28.07 | 45.55 | -32.69 | 22.15 | 31.32 | 32.22 | -0.05 | 25.53 | 7.27 | 9.51 | 13.66 | 26.29 |
| Sharpe Ratio | NA | 0.77 | 0.95 | 0.38 | 0.65 | NA | NA | … | … | 0.65 | 0.28 | 1.56 | 2.60 | -1.08 | 1.40 | 0.91 | 2.22 | -0.08 | 3.36 | 0.52 | 0.61 | 1.06 | 2.85 |
| Standard Deviation(%) | NA | 15.10 | 17.84 | 21.12 | 20.44 | NA | NA | … | … | 17.36 | 21.54 | 15.68 | 16.29 | 31.61 | 15.80 | 33.84 | 13.86 | 19.12 | 7.44 | 13.53 | 15.52 | 12.91 | 12.04 |
| Draw Down(%) | NA | 16.81 | 20.90 | 38.08 | 38.08 | NA | NA | … | … | 14.11 | 20.90 | 9.23 | 11.57 | 36.69 | 7.86 | 30.16 | 8.58 | 19.85 | 2.31 | 11.36 | 11.99 | 8.11 | 5.34 |
| Yield(%) | 0.00 | 9.88 | 9.80 | 8.04 | 10.94 | 11.35 | 8.51 | … | … | 0.00 | 10.08 | 5.55 | 13.59 | 5.00 | 12.10 | 6.91 | 6.12 | 3.81 | 5.11 | 2.33 | 3.19 | 6.45 | 9.18 |
Data as of 06/04/2026, Common starting date is 03/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSITX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS IS) |
2.59%
Dec 2019 – Dec 2022 |
7.37%
Dec 2017 – Dec 2022 |
12.47%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSITX (CLEARBRIDGE LARGE CAP GROWTH FUND CLASS IS) |
28.85%
Sep 2022 – Sep 2025 |
21.89%
Oct 2016 – Oct 2021 |
15.60%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart