Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSISX (CLEARBRIDGE ALL CAP VALUE FUND CLASS IS) | NA | 8.94% | -1.83% | 3.83% | -1.69% | 2.14% | NA | … | … |
Data as of 08/23/2024, Common starting date is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSISX (CLEARBRIDGE ALL CAP VALUE FUND CLASS IS) | 08/14/2008 | 08/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.45 | 8.94 | -1.83 | 3.83 | -1.69 | 2.14 | NA | … | … | 31.17 | -0.43 | 16.26 | 30.43 | -31.69 |
| Sharpe Ratio | NA | 1.48 | 0.47 | 0.47 | NA | NA | NA | … | … | 0.34 | -0.06 | 0.75 | 0.98 | -1.06 |
| Standard Deviation(%) | NA | 21.05 | 19.89 | 18.88 | NA | NA | NA | … | … | 24.11 | 13.28 | 21.44 | 31.11 | 60.26 |
| Draw Down(%) | NA | 9.35 | 9.35 | 19.93 | NA | NA | NA | … | … | 9.35 | 8.41 | 19.93 | 28.50 | 42.36 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.13 | … | … | 0.00 | 0.00 | 1.78 | 1.55 | 0.00 |
Data as of 08/23/2024, 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 |
|---|---|---|---|---|
| LSISX (CLEARBRIDGE ALL CAP VALUE FUND CLASS IS) |
-19.29%
Mar 2017 – Mar 2020 |
-12.07%
Mar 2015 – Mar 2020 |
-1.33%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSISX (CLEARBRIDGE ALL CAP VALUE FUND CLASS IS) |
34.19%
Aug 2011 – Aug 2014 |
19.31%
Aug 2011 – Aug 2016 |
8.09%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart