ClearBridge Sustainability Leaders Fund (LCILX)
The investment seeks to provide long-term capital growth. Under normal circumstances, the fund seeks to meet its investment objective by investing substantially all of its assets in common stocks and other equity securities that meet its financial and sustainability/environmental, social and governance ("ESG") criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in sustainability and ESG policies.
Fund Info
US52469C8010
Mar 31, 2015
$1,000,000
Large-Cap
Blend
Expense Ratio
LCILX has an expense ratio of 0.75%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
ClearBridge Sustainability Leaders Fund (LCILX) returned -3.58% year-to-date (YTD) and -2.44% over the past 12 months. Over the past 10 years, LCILX had an annualized return of 10.27%, just below the S&P 500 benchmark at 10.46%.
LCILX
-3.58%
5.16%
-10.06%
-2.44%
10.25%
10.27%
^GSPC (Benchmark)
-3.77%
7.44%
-5.60%
8.37%
14.12%
10.46%
Monthly Returns
The table below presents the monthly returns of LCILX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.69% | -2.55% | -6.42% | 0.16% | 2.79% | -3.58% | |||||||
| 2024 | 0.58% | 4.96% | 3.27% | -4.99% | 3.17% | 1.56% | 1.84% | 1.43% | 1.52% | -2.12% | 6.38% | -8.37% | 8.58% |
| 2023 | 7.31% | -2.60% | 0.55% | -0.18% | -0.41% | 5.02% | 2.76% | -2.77% | -5.57% | -2.98% | 10.11% | 5.51% | 16.68% |
| 2022 | -7.40% | -3.07% | 1.56% | -9.32% | -0.64% | -7.44% | 10.88% | -3.24% | -9.16% | 6.86% | 6.47% | -6.17% | -20.90% |
| 2021 | -0.28% | 1.50% | 3.64% | 3.42% | 0.47% | 1.97% | 1.93% | 3.54% | -5.13% | 7.50% | 0.12% | 3.11% | 23.50% |
| 2020 | 1.46% | -6.46% | -10.42% | 11.21% | 6.23% | 1.39% | 6.38% | 7.06% | -0.94% | 1.22% | 11.06% | 1.23% | 30.71% |
| 2019 | 8.73% | 4.28% | 0.22% | 5.19% | -5.29% | 7.05% | 2.26% | -0.27% | 2.08% | 1.91% | 4.72% | 2.26% | 37.71% |
| 2018 | 4.68% | -4.09% | -0.97% | 0.08% | 2.51% | 0.63% | 4.72% | 3.60% | 0.14% | -7.96% | 3.62% | -8.25% | -2.40% |
| 2017 | 1.85% | 3.63% | 0.28% | 1.47% | 0.73% | 1.17% | 2.05% | -0.17% | 1.66% | 3.78% | 2.90% | 0.42% | 21.54% |
| 2016 | -6.15% | -0.76% | 6.71% | -1.03% | 1.46% | -1.74% | 3.66% | 2.02% | -0.99% | -2.69% | 4.10% | 1.98% | 6.05% |
| 2015 | -0.40% | 2.12% | -1.88% | 2.82% | -5.29% | -2.07% | 6.55% | -0.99% | -1.64% | -1.25% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of LCILX is 17, meaning it’s performing worse than 83% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for ClearBridge Sustainability Leaders Fund (LCILX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
ClearBridge Sustainability Leaders Fund provided a 6.24% dividend yield over the last twelve months, with an annual payout of $1.57 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.57 | $1.57 | $0.18 | $0.09 | $0.38 | $0.90 | $0.10 | $0.07 | $0.09 | $0.08 | $0.12 |
Dividend yield | 6.24% | 6.02% | 0.75% | 0.42% | 1.42% | 4.18% | 0.61% | 0.56% | 0.73% | 0.80% | 1.24% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Sustainability Leaders Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.57 | $1.57 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.90 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2015 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the ClearBridge Sustainability Leaders Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the ClearBridge Sustainability Leaders Fund was 31.70%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.
The current ClearBridge Sustainability Leaders Fund drawdown is 12.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -31.7% | Feb 21, 2020 | 22 | Mar 23, 2020 | 82 | Jul 20, 2020 | 104 |
| -27.19% | Dec 30, 2021 | 200 | Oct 14, 2022 | 359 | Mar 21, 2024 | 559 |
| -23.69% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -18.6% | Sep 21, 2018 | 65 | Dec 24, 2018 | 55 | Mar 15, 2019 | 120 |
| -16.25% | Jul 21, 2015 | 143 | Feb 11, 2016 | 208 | Dec 7, 2016 | 351 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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