Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSIUX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS IS) | 13.49% | 31.03% | 19.93% | 9.73% | 8.47% | 6.50% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSIUX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS IS) | 08/14/2008 | 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 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 31.03 | 19.93 | 9.73 | 8.47 | 6.50 | NA | … | … | 13.49 | 38.97 | 2.70 | 13.22 | -9.22 | 16.18 | 0.98 | 14.10 | -22.12 | 23.75 | 3.83 | -3.19 | -9.43 | 24.16 | 23.81 | -11.47 | 11.24 | 31.37 | -31.75 |
| Sharpe Ratio | NA | 1.71 | 1.06 | 0.43 | 0.36 | NA | NA | … | … | 1.53 | 2.09 | -0.07 | 0.70 | -0.44 | 1.01 | 0.02 | 0.90 | -1.68 | 2.66 | 0.19 | -0.21 | -0.80 | 1.92 | 1.38 | -0.48 | 0.58 | 1.11 | -1.19 |
| Standard Deviation(%) | NA | 16.65 | 15.80 | 17.68 | 19.10 | NA | NA | … | … | 21.19 | 17.33 | 13.03 | 13.80 | 24.09 | 15.95 | 35.67 | 14.01 | 14.06 | 8.73 | 19.45 | 15.51 | 11.84 | 12.59 | 17.38 | 23.74 | 19.37 | 28.07 | 53.49 |
| Draw Down(%) | NA | 12.93 | 15.98 | 28.68 | 53.33 | NA | NA | … | … | 12.93 | 15.98 | 10.60 | 11.23 | 28.28 | 11.05 | 43.06 | 16.29 | 31.01 | 3.26 | 14.84 | 16.76 | 16.15 | 8.45 | 15.24 | 23.76 | 17.33 | 26.93 | 42.78 |
| Yield(%) | 0.00 | 4.87 | 4.32 | 3.82 | 3.54 | 3.07 | 2.45 | … | … | 0.00 | 5.89 | 2.43 | 4.78 | 6.27 | 2.93 | 1.35 | 3.77 | 1.52 | 2.02 | 2.00 | 2.07 | 1.22 | 1.61 | 2.39 | 1.52 | 1.41 | 2.17 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIUX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS IS) |
-12.53%
Mar 2017 – Mar 2020 |
-6.88%
Mar 2015 – Mar 2020 |
-0.81%
Mar 2010 – Mar 2020 |
3.81%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSIUX (CLEARBRIDGE INTERNATIONAL VALUE FUND CLASS IS) |
22.51%
Sep 2022 – Sep 2025 |
20.48%
Feb 2009 – Feb 2014 |
9.09%
Feb 2016 – Feb 2026 |
7.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart