Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBSCX (ClearBridge Select R) | 2.75% | 10.71% | 12.83% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/06/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBSCX (ClearBridge Select R) | 06/06/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 10.71 | 12.83 | NA | NA | NA | NA | … | … | 2.75 | 8.41 | 20.67 | 23.32 | -7.17 |
| Sharpe Ratio | NA | 0.48 | 0.55 | NA | NA | NA | NA | … | … | 0.12 | 0.26 | 1.04 | 1.21 | -0.47 |
| Standard Deviation(%) | NA | 14.90 | 17.94 | NA | NA | NA | NA | … | … | 17.22 | 21.37 | 16.36 | 16.37 | 30.69 |
| Draw Down(%) | NA | 14.48 | 23.85 | NA | NA | NA | NA | … | … | 13.16 | 22.64 | 9.08 | 15.06 | 19.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
Data as of 06/11/2026, Common starting date is 06/06/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSCX (ClearBridge Select R) |
10.48%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBSCX (ClearBridge Select R) |
20.51%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart