- ISIN
- US52469C8010
- Issuer
- Legg Mason
- Inception Date
- Mar 31, 2015
- Category
- Large Cap Blend Equities
- Min. Investment
- $1,000,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
LCILX Performance Chart
ClearBridge Sustainability Leaders Fund (LCILX) is up 10.5% since the beginning of the year. LCILX is currently trading at $30 per share. Investors who bought $1,000 worth of LCILX shares 5 years ago would now be looking at an investment worth $1,500.
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Returns By Period
ClearBridge Sustainability Leaders Fund (LCILX) has returned 10.54% so far this year and 21.95% over the past 12 months. Over the last decade, LCILX has posted an annualized return of 14.50%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
ClearBridge Sustainability Leaders Fund
- 1D
- 0.97%
- 1M
- 1.27%
- YTD
- 10.54%
- 6M
- 10.18%
- 1Y
- 21.95%
- 3Y*
- 14.20%
- 5Y*
- 8.44%
- 10Y*
- 14.50%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
LCILX Monthly Returns History
Based on dividend-adjusted daily data since Jan 4, 2016, LCILX's average daily return is +0.06%, while the average monthly return is +1.17%. At this rate, an investment would double in approximately 5.0 years.
Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +11.2%, while the worst month was Mar 2020 at -10.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 3 months.
On a daily basis, LCILX closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +9.3%, while the worst single day was Mar 16, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.91% | 1.23% | -5.28% | 9.95% | 3.67% | 0.23% | 10.54% | ||||||
| 2025 | 2.69% | -2.55% | -6.42% | 0.16% | 6.76% | 3.95% | 1.33% | 2.11% | 2.11% | 1.82% | -0.03% | -1.31% | 10.49% |
| 2024 | 0.58% | 4.96% | 3.27% | -4.99% | 3.17% | 1.56% | 1.84% | 1.43% | 1.52% | -2.12% | 6.38% | -3.49% | 14.36% |
| 2023 | 7.31% | -2.60% | 0.55% | -0.18% | -0.41% | 5.02% | 2.76% | -2.77% | -5.58% | -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% | -6.10% | -20.85% |
| 2021 | -0.28% | 1.50% | 3.64% | 3.42% | 0.47% | 1.97% | 1.93% | 3.54% | -5.13% | 7.50% | 0.12% | 4.16% | 24.76% |
Benchmark Metrics
ClearBridge Sustainability Leaders Fund has an annualized alpha of 0.79%, beta of 0.98, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since January 04, 2016.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (95.94%) than losses (92.51%) - typical of diversified or defensive assets.
- With beta of 0.98 and R2 of 0.95, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.79%
- Beta
- 0.98
- R²
- 0.95
- Upside Capture
- 95.94%
- Downside Capture
- 92.51%
Expense Ratio
LCILX has an expense ratio of 0.75%, placing it in the medium range.
Return for Risk
Risk / Return Rank
LCILX ranks 45 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ClearBridge Sustainability Leaders Fund (LCILX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LCILX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.37 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.78 | -0.31 |
| Martin ratioReturn relative to average drawdown | 10.78 | 12.44 | -1.66 |
Dividends
Dividend History
ClearBridge Sustainability Leaders Fund provided a 4.40% dividend yield over the last twelve months, with an annual payout of $1.34 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.34 | $1.34 | $1.57 | $0.18 | $0.09 | $0.38 | $0.90 | $0.10 | $0.07 | $0.09 | $0.08 |
Dividend yield | 4.40% | 4.87% | 6.02% | 0.75% | 0.42% | 1.42% | 4.18% | 0.61% | 0.56% | 0.73% | 0.80% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.34 | $1.34 |
| 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 |
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 0.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -31.70%Mar 2020 | 1mo 1d | 3mo 29d | 5moFeb 2020 - Jul 2020 |
Bear market2022 | -27.19%Oct 2022 | 9mo 18d | 1y 5mo | 2y 2moDec 2021 - Mar 2024 |
2025 selloff2025 | -19.63%Apr 2025 | 4mo 4d | 2mo 26d | 7moDec 2024 - Jul 2025 |
Rate-hike selloffLate 2018 | -18.60%Dec 2018 | 3mo 4d | 2mo 21d | 5mo 25dSep 2018 - Mar 2019 |
2016 correction2016 | -10.22%Feb 2016 | 1mo 6d | 1mo 9d | 2mo 15dJan 2016 - Mar 2016 |
Drawdown Indicators
| LCILX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.70% | -56.78% | +25.08% |
Max Drawdown (1Y)Largest decline over 1 year | -8.74% | -9.10% | +0.36% |
Max Drawdown (3Y)Largest decline over 3 years | -19.63% | -18.90% | -0.73% |
Max Drawdown (5Y)Largest decline over 5 years | -27.19% | -25.43% | -1.76% |
Max Drawdown (10Y)Largest decline over 10 years | -31.70% | -33.92% | +2.22% |
Current DrawdownCurrent decline from peak | -0.36% | -1.80% | +1.44% |
Average DrawdownAverage peak-to-trough decline | -5.26% | -10.71% | +5.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.03% | -0.02% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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