- ISIN
- US52471R6480
- CUSIP
- 52471R648
- Issuer
- Franklin Templeton
- Inception Date
- Sep 23, 2013
- Category
- Mid Cap Growth Equities
- Distribution Policy
- Accumulating
- Asset Class
- Equity
- Asset Class Size
- Mid-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
LCLAX Performance Chart
ClearBridge Select Fund Class A (LCLAX) is up 3.3% since the beginning of the year. LCLAX is currently trading at $59 per share. Investors who bought $1,000 worth of LCLAX shares 5 years ago would now be looking at an investment worth $1,157.
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Returns By Period
ClearBridge Select Fund Class A (LCLAX) has returned 3.27% so far this year and 12.93% over the past 12 months. Looking at the last ten years, LCLAX has achieved an annualized return of 16.54%, outperforming the S&P 500 Index benchmark, which averaged 13.88% per year.
ClearBridge Select Fund Class A
- 1D
- 0.80%
- 1M
- 2.20%
- YTD
- 3.27%
- 6M
- 1.76%
- 1Y
- 12.93%
- 3Y*
- 13.04%
- 5Y*
- 2.96%
- 10Y*
- 16.54%
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%
LCLAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2014, LCLAX's average daily return is +0.06%, while the average monthly return is +1.20%. At this rate, an investment would double in approximately 4.8 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +17.8%, while the worst month was Mar 2020 at -15.9%. The longest winning streak lasted 22 consecutive months, and the longest losing streak was 8 months.
On a daily basis, LCLAX closed higher 55% of trading days. The best single day was Mar 24, 2020 with a return of +10.5%, while the worst single day was Mar 16, 2020 at -12.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.56% | -2.08% | -5.43% | 6.85% | 5.94% | -0.93% | 3.27% | ||||||
| 2025 | 3.49% | -4.51% | -7.99% | 1.49% | 5.94% | 3.71% | 2.97% | 2.31% | 2.52% | -0.03% | -2.51% | 0.14% | 6.87% |
| 2024 | 0.95% | 5.13% | 2.31% | -7.38% | 2.82% | 3.16% | 1.71% | 2.30% | 2.72% | 0.85% | 10.80% | -4.91% | 21.13% |
| 2023 | 8.80% | -1.25% | 0.78% | -0.59% | 1.55% | 7.04% | 3.17% | -3.28% | -6.16% | -4.02% | 11.58% | 5.53% | 23.82% |
| 2022 | -12.08% | -3.42% | -1.03% | -10.88% | -5.34% | -8.46% | 10.25% | -4.05% | -9.80% | 7.66% | 4.52% | -4.24% | -33.28% |
| 2021 | 2.35% | 5.43% | -1.90% | 6.29% | -1.46% | 6.41% | 0.75% | 2.48% | -4.49% | 5.72% | -2.43% | -0.13% | 19.86% |
Benchmark Metrics
ClearBridge Select Fund Class A has an annualized alpha of 1.15%, beta of 1.08, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 02, 2014.
- This fund captured 111.20% of S&P 500 Index gains and 105.03% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- With beta of 1.08 and R2 of 0.78, 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
- 1.15%
- Beta
- 1.08
- R²
- 0.78
- Upside Capture
- 111.20%
- Downside Capture
- 105.03%
Expense Ratio
LCLAX has a high expense ratio of 1.10%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
LCLAX ranks 10 for risk / return — in the bottom 10% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for ClearBridge Select Fund Class A (LCLAX) 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.
| LCLAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.18 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.37 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.78 | -1.89 |
| Martin ratioReturn relative to average drawdown | 2.72 | 12.44 | -9.72 |
Dividends
Dividend History
ClearBridge Select Fund Class A provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $0.00 | $0.00 | $0.29 | $0.44 | $0.17 | $0.77 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.38% | 0.00% | 0.00% | 1.31% | 2.15% | 1.13% | 5.31% |
Monthly Dividends
The table displays the monthly dividend distributions for ClearBridge Select Fund Class A. 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 | $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 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.82 | $1.82 |
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 Select Fund Class A. 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 Select Fund Class A was 43.64%, occurring on Oct 14, 2022. Recovery took 719 trading sessions.
The current ClearBridge Select Fund Class A drawdown is 2.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -43.64%Oct 2022 | 11mo 1d | 2y 10mo | 3y 9moNov 2021 - Aug 2025 |
COVID crash2020 | -36.25%Mar 2020 | 1mo 2d | 2mo 4d | 3mo 6dFeb 2020 - May 2020 |
2016 bear market2016 | -29.40%Feb 2016 | 7mo 22d | 11mo 4d | 1y 6moJun 2015 - Jan 2017 |
Rate-hike selloffLate 2018 | -22.47%Dec 2018 | 3mo 11d | 4mo 2d | 7mo 13dSep 2018 - Apr 2019 |
2014 correction2014 | -17.36%May 2014 | 2mo 3d | 6mo 3d | 8mo 6dMar 2014 - Nov 2014 |
Drawdown Indicators
| LCLAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.64% | -56.78% | +13.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -9.10% | -5.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.75% | -18.90% | -4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -43.64% | -25.43% | -18.21% |
Max Drawdown (10Y)Largest decline over 10 years | -43.64% | -33.92% | -9.72% |
Current DrawdownCurrent decline from peak | -2.14% | -1.80% | -0.34% |
Average DrawdownAverage peak-to-trough decline | -10.06% | -10.71% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.03% | +2.67% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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